Submission of transcript of the Earnings call held on 25th May, 2026 to discuss the Audited financials of the company.
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Aelea Commodities reported strong FY26 results with standalone revenue of Rs 363.12 crore (up 112% YoY) and PAT of Rs 21.19 crore versus losses previously. Consolidated revenue stood at Rs 381.50 crore with PAT of Rs 21.32 crore. The management explained that finance costs rose to Rs 8 crore from Rs 2 crore due to deeper supply chain participation and higher working capital needs. Capacity utilization is at 94-95%. Phase 2 CNSL extraction facility should be commissioned within 30 days with H2 benefits expected; rooftop solar is complete while ground-mounted solar awaits government approvals. For FY27, management expects similar growth trajectory but declined to provide specific numbers. B2C currently contributes only 1% of sales but carries 13-15% EBITDA margins. The company sources 95% raw materials from Africa.
Strong operational performance with near-full capacity utilization and improving profitability demonstrates successful execution. Higher finance costs and working capital requirements from deeper value chain participation are a watchpoint. The upcoming CNSL facility and solar projects should provide margin support in H2 FY27.