ADFFOODSNSEADF Foods Limited· Food And Food ProcessingLowNeutral
Announced Wed, 30 Jul · 21:51 IST

Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, we enclose herewith Press Release dated 30th July, 2025.

ADFFOODS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ADF Foods reported Q1 FY26 consolidated revenue of Rs. 132.9 Cr, up 9.3% year-on-year, with EBITDA rising 20% to Rs. 23.5 Cr at a 17.7% margin. Profit after tax grew 5.9% to Rs. 15.2 Cr (11.5% margin). On a standalone basis, revenue grew 3.4% to Rs. 100.3 Cr while PAT was nearly flat at Rs. 17 Cr. However, on a quarter-on-quarter basis, all key metrics declined sharply — consolidated revenue fell 25.5% and EBITDA dropped 23.3% versus Q4 FY25. Management cited global economic uncertainties and tariffs as headwinds, while highlighting that the Surat Greenfield expansion remains on track for H2 FY26 and a brand refresh for 'Truly Indian' will roll out in Q3 FY26.

Likely market impact

Mixed results — solid YoY growth and margin expansion on a consolidated basis are positives, but the steep Q-o-Q decline and cautious outlook on tariffs may cap near-term excitement. Investors should watch for execution on the new USA/Australia sales teams and the Surat facility ramp-up in coming quarters.