ADF Foods Q2 FY27: PAT ₹17.3 & Rev ₹167.3 Cr

Investor Takeaways

Consolidated revenue grew 25.9% YoY to ₹167.3 Cr in Q1 FY27

Consolidated EBITDA increased 26.0% YoY to ₹29.7 Cr

PAT margin declined 290 bps to 15.1% in standalone operations

International markets drove growth despite geopolitical headwinds and freight cost pressures

AEO-T3 certification achieved and Surat facility deliveries completed

Overall Tone: Neutral

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹167.3 Cr	+25.9%
Net Profit	₹17.3 Cr	+13.4%
EBITDA	₹29.7 Cr	+26.0%
EPS	₹2.36	+70.0%
OPM	17.44%	-290 bps

What Changed

The filing reveals accelerated growth in consolidated revenue and EBITDA, with PAT margin compression being the primary concern. Standalone revenue grew 20.5% to ₹120.9 Cr, while PAT margin declined significantly from previous quarters. The company achieved operational milestones including AEO-T3 certification and Surat facility deliveries, but highlighted ongoing pressures from freight costs and geopolitical uncertainties. Management maintains a cautiously optimistic outlook despite these challenges.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
ADF Foods Limited	32.76	15.72%	21.15%	2,947.64
Hindustan Unilever Limited	36.79	29.38%	27.39%	5,33,874.13
ITC Limited	11.06	50.02%	38.91%	3,87,724.39
Nestle India Limited	84.59	81.33%	93.64%	2,75,845.36

ADF Foods trades at a discount to HUL and Nestle on P/E, but shows lower ROE and ROCE compared to all peers.

Risks & Concerns

PAT margin declined 290 bps to 15.1% in standalone operations

Freight cost pressures and geopolitical headwinds impacting profitability

Margin compression requires attention despite revenue and EBITDA growth

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q4FY26	196.73	25.91	17.44%
Q3FY26	191.01	22.38	19.41%
Q2FY26	162.61	26.39	21.99%
Q1FY26	132.88	15.24	17.71%

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About ADF Foods Limited (ADFFOODS)

Fast Moving Consumer Goods · FMCG · Listed on NSE

Market Cap: ₹2,952.58 Cr P/E: 32.1 ROE: 16.1% ROCE: 21.6% Div Yield: 0.45%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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