Apex Frozen Foods Q2FY26 Earnings Call Transcript
Apex Frozen Foods' Q2FY26 net revenue rose 19% to ₹238 crore, driven by higher realizations. Gross profit increased 76% to ₹96 crore. Expanding to new markets like Russia and Australia.
The results indicate positive financial performance and strategic growth initiatives, but the impact is moderated by challenges such as U.S. tariffs and capacity utilization.
The company reported significant improvements in revenue, profit, and debt reduction, along with expansion into new markets.
* Apex Frozen Foods held an earnings conference call on 17 November 2025, for Q2 and H1 FY26. * Net revenue rose by 19% year-on-year to ₹238 crore, with realizations at ₹870 per kilo, a 25% increase year-on-year. * Sales volumes declined marginally from 2,710 metric tonnes to 2,606 metric tonnes due to U.S. tariff-linked trade uncertainties. * The non-U.S. business share increased to 56% in Q2 FY26, with EU market growth of 18% year-on-year and 21% quarter-on-quarter. * Gross profit increased by 76% year-on-year to ₹96 crore with a gross margin of 39%. * EBITDA grew 284% year-on-year to ₹18 crore, with an EBITDA margin of 7.2%. * Profit after tax increased to ₹12 crore in Q2 FY26 from a loss of ₹1.7 crore in Q2 last year. * For H1 FY26, net revenue grew 29% year-on-year to ₹497 crore and profit after tax increased 877% year-on-year to ₹21 crore. * Total borrowings reduced from ₹167 crore as of March 2022 to ₹41 crore as of September 2025. * The company repaid almost ₹30 crore in debt in H1 FY26. * The company is expanding to other markets, including Russia and Australia. * A potential to grow till 10% of business over a period of time in Australia market * Expecting 1,000 metric tonnes from RTE facility this year and 2000-2500 metric tonnes next year.
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