The Company is hereby submitting transcript of Earnings Conference call which was held on Friday, 06th June, 2025 at 2.30 P.M. to discussed Audited (standalone & consolidated) Financial ....
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Aelea Commodities filed the transcript of its H2 FY25 earnings call discussing audited financials for the year ended March 31, 2025. The company reported FY25 revenue of INR 182 crores, EBITDA of INR 8 crores, and PAT of INR 1 crore. The key highlight is the commissioning of its expanded 140 metric tons per day (TPD) cashew processing facility at the end of May 2025, a 3.5x jump from 40 TPD, with full utilization expected by the first week of July. Management acknowledged margin pressure in H2 due to delays in capacity expansion and forced dependence on intermediaries for shell kernels, which squeezed margins. Normalized processing margins are expected to return to 12-13% levels seen in FY24 once the plant runs at full capacity. The company carries a INR 6.5 crore provision for a receivable from Satpuda Sakhar Sugar, which management is confident of recovering. Phase 2 (CNSL oil/biofuel) with a capex of INR 12 crores is targeted for FY26 completion, with Phase 3 (value-added products) planned thereafter. Key customers include Haldiram, Amul, Bikanervala, Star Bazaar, Jabsons, Farmley, and Reliance.
Shareholders should view the 3.5x capacity expansion positively for long-term growth, but near-term margins remain under pressure until the new facility stabilizes. Watch for July capacity utilization updates and Phase 2 biofuel progress. No equity fundraise is planned, and CRISIL BBB stable rating supports debt availability for working capital needs.