ADF Foods Q4 FY26 Revenues Hit Record ₹196.7 Cr, Up 23.7%; PAT Soars 57.6%
ADF Foods reported record Q4 FY26 consolidated revenue of ₹196.7 Cr, up 23.7% YoY. PAT soared 57.6% to ₹25.9 Cr. Full-year revenue reached ₹683.2 Cr, up 15.9%. The company commenced operations at its Surat facility and recommended a 60% total dividend for FY26. Management is cautiously optimistic despite geopolitical challenges.
The announcement details record financial performance, including revenue and profit growth, operational milestones like the commencement of a new facility, and a dividend payout, all of which are material to investors.
The company reported record revenues, significant year-on-year growth in both revenue and profit after tax, margin expansion, and a strong balance sheet, indicating a positive financial performance.
ADF Foods Limited announced a strong performance for the fourth quarter and full year of FY26, with consolidated revenues reaching an all-time high of ₹196.7 crores, marking a significant 23.7% year-on-year growth. On a standalone basis, revenues grew by 11.6% to ₹150.3 crores.
Consolidated EBITDA stood at ₹34.3 crores, a 38.9% increase year-on-year, with margins expanding to 17.4%. Profit After Tax (PAT) surged by 57.6% to ₹25.9 crores, resulting in a PAT margin of 13.2%. For the full year, consolidated revenues were ₹683.2 crores (up 15.9%), EBITDA was ₹130.7 crores (up 32.8%), and PAT (excluding exceptional items) was ₹96.8 crores (up 39.7%).
The company's flagship brand, Ashoka, continues to perform well, driven by diaspora demand and increased penetration. The mainstream brand, Truly Indian, has also shown accelerated growth, winning awards for its naan products. The new Surat greenfield facility commenced operations in Q4 FY26, with scale-up planned over the coming quarters.
Standalone performance also showed robust growth, with Q4 FY26 EBITDA up 24.8% to ₹36.5 crores and PAT increasing by 40% to ₹30.1 crores. Full-year standalone EBITDA grew by 24.6% to ₹131.1 crores, and PAT (excluding exceptional items) was ₹104 crores.
The company has invested approximately ₹124 crores in capex over the last two years for greenfield and brownfield expansions. The Surat facility's Phase 1 is operational, and Phase 2 is expected in Q3 of the current fiscal year. ADF Foods maintains a net debt-free balance sheet with a cash surplus of ₹78.2 crores. The Board recommended a final dividend of 30%, making the total dividend 60% for FY26.
Management expressed cautious optimism despite challenges like geopolitical situations and supply chain issues, focusing on execution excellence and operational discipline. The company anticipates revenue contributions of ₹40-50 crores from the Surat facility in the current fiscal year, with a full capacity potential of over ₹200 crores.
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ADF Foods Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by ADF Foods Limited. Read the original for the full detail.