ADF Foods Limited — Investor Meet, 06-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ADF Foods reported Q1 FY26 consolidated revenue of INR 132.9 Cr (+10% YoY) and PAT of INR 15.2 Cr (+5.9% YoY), with 17.7% EBITDA margin. Strategic sales team reorganization and Truly Indian brand refresh are driving new listings with major retailers like Costco and Tesco for Ashoka and Truly Indian. The Surat Greenfield facility is on track for H2 FY26 commissioning. Ashoka's growth was temporarily impacted by distribution changes. Soul brand's forecast was revised. Management is cautiously optimistic, balancing brand investments with cost control, and expects to share potential tariff impacts. Company is net debt-free with INR 95 Cr cash.