FMCG Stock Jumps 10% After Announcing Strong Q3 Results and ₹1,000 Cr Revenue Guidance

Synopsis: ADF Foods Limited reports 29.51% YoY revenue growth and a 19.36% YoY surge in net profit in Q3 FY26 results.

This Small-Cap FMCG Stock, engaged in manufacturing, processing, and exporting ethnic Indian foods like ready-to-eat meals, frozen products, sauces, pickles, chutneys, and pastes to over 55 countries, jumped 10.18 percent after the company reported December quarterly results with a 29.51 percent YoY increase in net profit.

With a market capitalization of Rs. 2,427.99 crores, the share of ADF Foods Limited has reached an intraday high of Rs. 227.85 per equity share, rising nearly 10.18 percent from its previous day’s close price of Rs. 206.80. Since then, the stock has retreated and is currently trading at Rs. 221 per equity share. 

Q3 FY26 Result

Coming into the quarterly results of ADF Foods Limited, the company’s consolidated revenue from operations increased by 29.51 percent YOY, from Rs. 147.49 crore in Q3 FY25 to Rs. 191.01 crore in Q3 FY26, and grew by 17.47 percent QoQ from Rs. 162.61 crore in Q2 FY26.

Further, the company’s EBITDA has increased by 40.6 percent, from Rs. 26.4 crore in Q3 FY25 to Rs. 37.1 crore in Q3 FY26. The company’s EBITDA margin has increased from 17.9% in Q3 FY25 to 19.4% in Q3 FY26. The PAT margin has reached 15.3%, as compared to 12.7% in Q3 FY25.

In Q3 FY26, ADF Foods Limited’s consolidated net profit increased by 19.36 percent YOY, reaching Rs. 22.38 crore compared to Rs. 18.75 crore during the same period last year. As compared to Q2 FY26, the net profit has decreased by 15.20 percent, from Rs. 26.39 crore.

The basic earnings per share increased by 21.05 percent and stood at Rs. 2.04 as against Rs. 1.71 recorded in the same quarter in the previous year, FY2025. ADF Foods Limited’s revenue and net profit have grown at a CAGR of 15.66 percent and 9.92 percent, respectively, over the last five years.

In terms of return ratios, the company’s ROCE and ROE stand at 16.9 percent and 14 percent, respectively. ADF Foods Limited has an earnings per share (EPS) of Rs. 7.32, and its debt-to-equity ratio is 0.02x.

Management Guidance

ADF Foods Limited has outlined a strong revenue guidance with a clear roadmap to cross Rs. 1,000 crore by FY27 from a base of around Rs. 590 crore in FY25. Management expects steady growth driven by capacity expansion and operational improvements. The focus is on unlocking value from existing plants while adding new facilities to support long-term scale.

ADF Foods Limited expects the growth driver to be brownfield expansion and debottlenecking at current facilities, which is expected to add around Rs. 180-200 crore in incremental revenue. In addition, upcoming greenfield projects are projected to contribute another Rs. 250-275 crore. These investments aim to increase production capacity, improve efficiency, and strengthen supply capabilities.

The company also expects additional growth from its distribution and outsourcing business, which could add more than Rs. 100 crore. By expanding manufacturing and distribution together, ADF Foods Limited is preparing for steady growth and a stronger market position over the next two years.

Manufacturing Facilities

ADF Foods Limited operates two major manufacturing facilities in India that support its food processing operations. The Nadiad plant in Gujarat has a built-up area of about 26,000 sq. mt. and focuses on frozen foods, snacks, meal accompaniments, and condiments. 

The Nasik plant in Maharashtra spans around 12,000 sq. mt. and produces ready-to-eat meals and spices. Together, these facilities provide an annual processing capacity of about 28,000 metric tonnes, supported by ongoing expansion and efficiency upgrades.

ADF Foods Limited is a leading manufacturer of prepared ethnic food with a legacy dating back to 1932. The company specializes in frozen foods, ready-to-eat (RTE), ready-to-cook (RTC) items, and meal accompaniments. With over 400 product SKUs and five strong brands, ADF Foods has built a reputation for quality and authenticity in global ethnic cuisine.

The company operates across more than 55 countries spanning North America, the UK, the EU, the Middle East, and the Asia Pacific. Supported by distribution warehouses in the USA and strong brand loyalty, ADF Foods continues to expand its global footprint and strengthen its position as a trusted international food company.

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