ADFFOODSBSEAdf Foods Ltd-$MediumNeutral
Announced Wed, 13 May · 22:17 IST

Pursuant to Regulation 30 of SEBI (LODR) Regulation, 2015, we hereby enclose Corporate Investor Presentation for the Quarter and Financial Year ended 31st March, 2026.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ADFFOODS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.5%1-day move
₹272.60
prior close
₹300.00
base price
After-mkt
timing
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-2.4-3.3-4.5-5.1-1.5-3.5-0.6-3.8-3.0+1.6+4.0+4.7+14.1
Up moveDown movePending
AI summary

ADF Foods reported its highest-ever FY26 consolidated revenue of INR 683.2 Crores, up 15.9% YoY, with EBITDA at INR 130.7 Crores (19.1% margin) and PAT at INR 96.8 Crores, up 39.7% YoY. Q4 FY26 showed even stronger momentum with revenue of INR 196.7 Crores (23.7% YoY) and PAT of INR 25.9 Crores (57.6% YoY). The company operates 5 brands including flagship Ashoka (positioned for 20-25% CAGR), Truly Indian (present in ~3,000 US stores including Costco, Whole Foods, Amazon), and ADF Soul for Indian domestic market. The Surat greenfield facility Phase 1 has commenced operations in Q4 FY26, enhancing frozen food production capacity. The company targets INR 1,000+ Crores revenue in FY27 with planned capacity expansions of INR 180-275 Crores.

Likely market impact

Strong financial performance with consistent margin expansion positions ADF Foods well for continued growth. The net cash position of INR 78 Crores and Surat capacity ramp-up provide execution capability for the INR 1,000 Crore revenue target, though investors should monitor geopolitical headwinds affecting international operations.