ADF Foods shares gained 2.96% to close at ₹279.90 following the company's impressive fourth quarter results. According to latest reports, the company reported a 58.5% YoY surge in consolidated net profit to ₹260 million in Q4 FY26, compared to the same period last year. Revenue from operations showed robust growth of 25.8% YoY to ₹2 billion, demonstrating strong operational momentum across the business. The profit surge was driven by a 25.8% increase in revenue to ₹2 billion and significant margin expansion, likely due to a shift toward higher-margin premium products and operational efficiencies.
The company's profitability metrics showed significant improvement during the quarter. As reported by Business Standard, EBITDA improved by 38.9% YoY to ₹34.3 crore, while EBITDA margin expanded by 190 basis points YoY to 17.4% in Q4. Profit before tax demonstrated exceptional growth of 74.3% to ₹36.49 crore from ₹20.94 crore in Q4 FY25, indicating strong operational leverage and cost management effectiveness. Net profit margins have expanded significantly from approximately 10.3% to 13%, suggesting better cost management and operational efficiency.
For the complete financial year FY26, ADF Foods delivered solid growth across key metrics. According to the company's results reported by Business Standard, net profit reached ₹89.92 crore, up 29.8% YoY, while revenue from operations grew 15.9% YoY to ₹683.23 crore. The company clarified that FY26 profit excluded exceptional labour-code-related expenses of ₹6.8 crore. This performance demonstrates the company's ability to maintain growth momentum throughout the fiscal year despite market challenges.
According to the latest reports, Truly Indian continued to gain significant traction in the US mainstream retail market, with presence expanding to nearly 3,000 stores, including major chains such as Costco, Whole Foods, Safeway-Albertsons, and Amazon. The company's Tikka Masala Naan and Garlic Naan products also received multiple industry awards in the US during FY26. The mainstream brand Truly Indian has exceeded expectations with marked acceleration in growth trajectory, while the flagship brand Ashoka continues to strengthen its market presence driven by strong diaspora demand.
ADF Foods successfully commissioned Phase 1 of its Surat greenfield manufacturing facility during Q4 FY26, aimed at increasing frozen food production capacity. The company also completed brownfield expansion and debottlenecking initiatives at its Nadiad and Nashik plants. Management highlighted that the additional capacities and distribution scale-up could help the business move towards ₹1,000 crore revenue potential over the coming years. The company maintained EBITDA margin at 19.1% for FY26, supported by operating leverage, premiumisation, and growth in frozen and ready-to-eat food categories.
