ADF Foods Limited (519183) Earnings Call Transcripts

ADF Foods Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, ADF Foods Limited reported consolidated revenues of INR 196.7 crores, marking a significant 23.7% year-on-year growth. The company achieved a profit after tax (PAT) of INR 25.9 crores, up 57.6% year-on-year. For FY '26, total consolidated revenue reached INR 683.2 crores, an increase of 15.9% YoY. Management maintained its revenue guidance for FY '27, projecting between INR 925 crores to INR 1,000 crores, contingent on geopolitical stability, particularly in the Middle East.

Reported metrics

Guidance from management

Management expects FY '27 revenue to be between INR 925 crores to INR 1,000 crores, contingent on geopolitical stability. They noted that if the Middle East remains at 0 contribution, growth could be limited to 12-15%.

What management said

Okay. So the Surat plant, as mentioned by Srini, we just started production in the third week of March. So the last fiscal year, we barely executed 2 containers because we just had nearly only 10 days of operations. This year, we -- so the plant is going to be done in 2 phases. The Phase 1 is 2 product lines, which have been put in. And in Phase 2, which will be in quarter 3 of this fiscal year, there will be another...

So it will be a combination of both. I mean we still have -- we are still looking at widening our penetration in our existing core markets, adding on new markets. And of course, continuous product development and adding new product lines. So it will be a combination of all these 2 things, which will help continue the growth of the brand.

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on revenue, particularly from the Middle East, which contributes about 15% to total revenues. There were also questions about the sustainability of growth rates given the current market conditions.

Main topics on the call

• Revenue Growth — ADF Foods achieved record consolidated revenues of INR 196.7 crores in Q4 FY '26, a 23.7% YoY increase, driven by strong brand performance and market penetration. Management stated, "Our business saw continued momentum f...
• Profitability Improvement — The consolidated EBITDA for Q4 FY '26 reached INR 34.3 crores, reflecting a 38.9% YoY increase with margins expanding by 190 bps to 17.4%. This improvement was attributed to a better product mix and ongoing cost optimiza...
• New Facility Operations — The Surat greenfield facility commenced operations in Q4 FY '26, with management expecting it to contribute INR 40-50 crores in revenue for FY '27. At full capacity, the facility is projected to generate upwards of INR 2...
• Geopolitical Challenges — Management acknowledged ongoing geopolitical issues, particularly in the Middle East, which have significantly impacted sales, stating that the GCC business has been affected by "at least about 80%, 85% for us."

Read the full ADF Foods Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 15 ADF Foods Limited earnings call transcripts on record, spanning July 30, 2021 to July 30, 2026. Based on this history, ADF Foods Limited reports semi-annually. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

519183

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

15

First call

July 30, 2021

Most recent

July 30, 2026

Reporting cadence

semi-annually