ADFFOODSNSEADF Foods Limited· Food And Food ProcessingMediumNeutral
Announced Wed, 30 Jul · 22:01 IST

Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, we hereby enclose Corporate Investor Presentation for the quarter ended 30th June, 2025.

Analyst Day Multiyear TargetsInvestor Communications View source PDF

ADFFOODS · price

Loading chart…

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ADF Foods reported Q1 FY26 consolidated revenue of INR 132.9 crores, up 9.3% year-on-year, despite global economic uncertainties and tariffs. EBITDA stood at INR 23.5 crores with margins expanding to 17.7% (from 16.1% in Q1 FY25), aided by disciplined cost management, while PAT came in at INR 15.2 crores with an 11.5% margin. The company has guided a multi-year revenue target of Rs. 1,000+ crores by FY27, supported by brownfield/debottlenecking (Rs. 180-200 cr incremental revenue), the Surat greenfield expansion (Rs. 250-275 cr), and distribution/outsourcing (Rs. 100+ cr). Flagship brand Ashoka has secured new listings in USA, UK, and Australia, while the Truly Indian brand has added new USA listings. The company remains net debt-free and continues to target high-teens EBITDA margins.

Likely market impact

Margin expansion to 17.7% and the Rs. 1,000+ cr FY27 revenue ambition signal operational strength and management confidence, likely to be viewed positively by investors. The capacity expansion roadmap and new international listings provide a clear visibility path for sustained double-digit revenue growth and continued shareholder returns.