ADF Foods Ltd
ADF Foods Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #10 of 31 in Food Products
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ADF Foods Ltd Q2 FY26 key numbers
- Revenue
- India market focus is on quick commerce and modern trade, aiming for INR 100 crore business in 3-4 years.
As stated in ADF Foods Ltd's Q2 FY26 earnings call transcript · published 25 May 2026. Reported figures, not investment advice.
The short version
ADF Foods targets INR 1,000 crores in consolidated revenue by FY 2027. ADF Foods targets building INR 100 crore business in India over the next 3-4 years focusing on quick commerce and modern trade in urban areas.
From ADF Foods Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- ADF Foods targets INR 1,000 crores in consolidated revenue by FY 2027.
- India market focus is on quick commerce and modern trade, aiming for INR 100 crore business in 3-4 years.
- Volume growth constitutes approximately 70% of total growth; price growth contributes the rest.
- New Surat facility (frozen products) to gradually ramp up, expected to reach peak capacity in 3-4 quarters.
- Increased store penetration, including expansion in Costco (US and Australia), with over 2,000 stores currently.
- Frozen product share is growing, positively impacting margins and revenue.
- Brand investments and expanded product listings in key retail channels expected to drive growth.
2 more points from ADF Foods Ltd's call on revenue
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Profitability & Margins
See what ADF Foods Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company's capital expenditure program is on track.
- The Surat Greenfield plant is nearing completion.
- Operations at the Surat facility are expected to commence in the second half of FY ‘26.
- Surat facility will be dedicated to frozen products under the Ashoka and Truly Indian brands.
- The company is investing in brand refresh, new product introductions, and expanding market penetration.
2 more points from ADF Foods Ltd's call on capex
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Top-ranked in Food Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what ADF Foods Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from ADF Foods Ltd's call on order book
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ADF Foods Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹197 Cr, net profit ₹26 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What ADF Foods's management said in earlier quarters
Others in Food Products this season
- Shivashrit Foods (Q2 FY26)
For H1 FY26, revenue from operations was ₹61.18 Cr, up 20% YoY from ₹50.79 Cr in H1 FY25 (Page 4). Key investor presentation takeaways from Shivashrit Foods's Q
- HMA Agro Inds. (Q2 FY26)
Half-year revenue increased by 57% YoY, with consolidated EBITDA margin expanding from 1.48% to 6.10%. Key concall takeaways from HMA Agro Industries Ltd's Q2…
- Megastar Foods Ltd (Q2 FY26)
9,000 lakhs in Q2FY25, indicating ~53.3% YoY growth (Page 6). Key investor presentation takeaways from Megastar Foods's Q2 FY26 investor presentation — and how
- Dodla Dairy (Q2 FY26)
Value-added product sales (excluding bulk) showing positive momentum with a 22% YoY growth in Q2 FY '26. Key concall takeaways from Dodla Dairy Ltd's Q2 FY26…
Potential multibaggers · Q2 FY27
Potential multibaggers in Food Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were ADF Foods Ltd Q2 FY26 results?
ADF Foods targets INR 1,000 crores in consolidated revenue by FY 2027. ADF Foods targets building INR 100 crore business in India over the next 3-4 years focusing on quick commerce and modern trade in urban areas.
What is ADF Foods Ltd share price analysis?
ADF Foods Ltd currently shows a neutral. The stock trades at a P/E of 29.8 with a market cap of ₹2,883 Cr. Investors should review the full earnings analysis for detailed insights.
Is ADF Foods Ltd planning capital expenditure?
The company's capital expenditure program is on track.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.