ADF Foods Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ADF Foods delivered strong Q4 FY26 consolidated results: Revenue rose 23.7% YoY to INR 196.7 Cr, EBITDA increased 38.9% to INR 34.3 Cr (17.4% margin), and PAT jumped 57.6% to INR 25.9 Cr. FY26 Revenue hit INR 683.2 Cr (+15.9% YoY), with PAT reaching an all-time high of INR 96.8 Cr (+39.7% YoY), excluding exceptional items.

Management reported resilient growth despite macro challenges, driven by brand expansion and new capacity. The Surat greenfield facility (Phase 1) is now operational. Ashoka targets 20-25% CAGR; Truly Indian scales fast in the US, winning awards. ADF Soul expands domestically. The company maintains a net cash surplus, showing a confident outlook.