ADF Foods Ltd (NSE:ADFFOODS)

Q1 2026 ADF Foods Ltd Earnings Call Transcript

Aug 1, 2025 / 10:30 AM GMT

Release Date Price: ₹234.99 (-4.32%)

Transcript

Key Points

Positve

ADF Foods Ltd (BOM:519183) reported a 10% year-on-year increase in consolidated revenue, reaching INR 132.9 crores despite global economic uncertainties.
The company maintained a healthy EBITDA margin of 17.7% through disciplined cost management and enhanced operational efficiency.
Strategic reorganization in the US and the formation of a new team in Australia have started yielding positive outcomes, leading to new listings and expected revenue growth.
The brand refresh for Truly Indian received encouraging feedback, with updated packaging set to roll out in Q3 FY26, potentially boosting brand momentum.
The expansion of the Surat Greenfield facility is on track to commence operations in the second half of FY26, indicating future capacity growth.

Negative

Quarter-on-quarter, consolidated revenue decreased by 16.5%, and profit after tax decreased by 7.3%, indicating short-term challenges.
The Ashoka brand experienced slower growth due to distributor reorganization and sales team changes, impacting overall performance.
The company faces potential impacts from tariffs, with uncertainty around how much of the cost can be passed on to consumers.
The Sole brand's performance did not meet initial expectations, leading to a downward revision of its three-year forecast.
Despite strategic investments, the company is still navigating challenges related to rising input costs and global economic uncertainties.

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

AMRN.NS - ADF Foods Ltd
Q1 2026 ADF Foods Ltd Earnings Call
Aug 01, 2025 / 10:30AM 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 Q1 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 this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

I now hand the conference over to Mr. Ravi Udeshi from EY.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you, Suti, and good afternoon everyone. We welcome you

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