Aelea Commodities Ltd — Updates, 09-06-2025: Company Update

Aelea Commodities Limited has announced a board meeting to discuss the financial results for the quarter and half-year. The company recently commissioned a 140 metric ton per day cashew processing facility, tripling its previous capacity, with full utilization expected shortly. Its revenue for FY '25 stood at INR182 Cr, with an EBITDA of INR8 Cr and PAT of INR1 Cr. The company is well-capitalized with aligned working capital and sees no near-term fundraise requirement. Expansion into biofuel production from cashew waste is underway, expected to complete by FY '26 year-end, boosting margins over time. Management is focused on value-added products and margin improvement rather than aggressive top-line growth, targeting sustainable, capital-efficient operations. The cashew market faces raw material price volatility, but Aelea maintains a back-to-back supply-sales model to manage this risk effectively.