ADF Foods
Consumer · 2 quarters tracked · source-linked performance and management context.
Latest revenue
₹196.7 Cr
verified financial record
Quarters tracked
2
source records in the directory
Delivery assessment
0
Across 2 tracked commitments: 0 delivered, 2 missed.
Call date
2026-05-15
latest available source date
Signal trajectory
2 actual quartersCurrent read
0/100
Across 2 tracked commitments: 0 delivered, 2 missed.
Latest source read
What changed this quarter?
ADF Foods delivered a strong Q4 FY26 with consolidated revenue of ₹196.7 crore (+23.7% YoY) and EBITDA of ₹34.3 crore (+38.9% YoY), driven by volume growth (60-65% of revenue increase) and improved product mix. The flagship Ashoka brand continues to gain traction, while the mainstream brand Truly Indian has expanded to ~3,000 US stores and won awards. The new Surat greenfield facility commenced production in March and is expected to contribute ₹40-50 crore in FY27, ramping to full capacity of ₹200-250 crore by year three. Management guided FY27 revenue of ₹925-1,000 crore, contingent on Middle East normalization; without it, growth would be 12-15%. Key risks include ongoing West Asia conflict disrupting GCC shipments (15% of revenue) and potential freight cost escalation. Capex of ₹20-25 crore is planned for FY27, including a pizza base line.
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Signal
Positive
Revenue
₹196.7 Cr
Source date
2026-05-15
Across the record
Quarter history.
History modules