ADF Foods Ltd (BOM:519183)

Q2 2026 ADF Foods Ltd Earnings Call Transcript

Nov 10, 2025 / 10:00 AM GMT

Release Date Price: ₹221.45 (-4.49%)

Transcript

Key Points

Positve

ADF Foods Ltd (BOM:519183) reported a 12% year-on-year increase in standalone revenues, reaching INR 140 crore.
The company's standalone and consolidated PAT increased by 39.1% and 34.2% respectively, indicating strong profitability.
The Ashoka and Truly Indian brands have expanded their market presence, including new product listings in major retail outlets like Costco.
The Sudra Greenfield facility expansion is on track to commence operations in the second half of FY26, which is expected to boost production capacity.
The company maintains a strong financial position with a net debt-free balance sheet and a robust net cash balance of INR 89 crore.

Negative

The company faces uncertainty due to US tariffs, which could impact future profitability and market dynamics.
Despite revenue growth, the overall consolidated revenue growth was only 0.8% year-on-year, indicating potential challenges in some segments.
The company has not taken any price increases despite inflation, which could pressure margins if costs rise.
The impact of tariffs has not been fully passed on to consumers, which could affect demand if prices increase.
The company's growth in retail outlets from 1,600 to 2,000 is partly due to temporary listings at Costco, which may not be permanent.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMRN.NS - ADF Foods Ltd
Q2 2026 ADF Foods Ltd Earnings Call
Nov 10, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the ADF Foods Limited Q2 FY26 conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Ravi Udeshi from ENY.

Thank you and over to you, Mr. Ravi.

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Unidentified_2 [2]
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Thank you,

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