Adf Foods Ltd-$ — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
ADF Foods reported consolidated revenue growth of 25.9% year-on-year to Rs167.3 crores in Q1 FY27, with consolidated EBITDA up 26% to Rs29.7 crores and EBITDA margin at 17.7%. Management attributed the growth to shelf space expansion, category diversification and strong execution in international markets, while citing freight cost increases, vessel shortages and West Asia disruptions as headwinds. The company also referenced a US tariff refund of USD2.08 million and the AEO-T3 export certification received during the quarter.
ADF Foods reported consolidated Q4 FY26 revenue of INR196.7 crores, up 23.7% year-on-year, with consolidated EBITDA of INR34.3 crores at 17.4% margin. Management attributed the growth to volume gains, product mix, and continued brand penetration, while noting that the West Asia conflict disrupted shipments to the Middle East and limited GCC revenue in March and April. The company also commenced commercial production at its Surat greenfield facility in March 2026 and outlined revenue guidance for FY27 contingent on the Middle East situation stabilising.