📈 Aisa Paisa Kaise Bana? (Earnings Ka Funda)
ADF Foods ne Q3 FY'26 mein sach mein record banaya hai! Consolidated revenues ₹191 Crore tak pahunch gaye, jo pichhle saal se 29.5% aur pichhle quarter se 17.5% upar hai. Consolidated EBITDA bhi 40.6% badh kar ₹37.1 Crore ho gaya, jisse EBITDA margins 19.4% tak pahunch gaye (jo pehle 17.0% the).
Aur agar exceptional items ko chhod dein, toh consolidated Profit After Tax (PAT) mein 55.7% ki zabardast tezi aayi hai, jo ₹29.2 Crore ho gaya. Company ka standalone performance bhi bahut accha raha, jisme revenue 13.3% badh kar ₹137.2 Crore ho gaya. Standalone EBITDA 35.1% badh kar ₹34.4 Crore ho gaya aur margins 25.1% par pahunch gaye, yani 400 basis points ka izafa! Yeh sab volume growth ka kamaal hai, jiska contribution revenue increase mein lagbhag 70% raha. Company ko is quarter mein ₹7 Crore ke PLI incentives bhi mile hain, jisne numbers ko aur boost kiya hai.
🚀 Aage Kya? (Future Plans Aur Outlook)
Company kaafi optimistic hai aage ke liye. Unke Ashoka aur Truly Indian brands ki demand US market mein badhti hi jaa rahi hai (Truly Indian ab 2,000 se zyada stores mein mil raha hai). Aur jo capacity ki problem thi, woh bhi solve hone wali hai! Unka naya Surat greenfield plant Q4 FY'26 tak start hone wala hai, jahan se naye products launch honge aur production bhi badhega.
FY'27 ke liye ADF Foods ka target revenue ₹925 Crore se ₹1,000 Crore ke beech hai aur woh consolidated EBITDA margins ko high teens mein maintain karna chahte hain. US mein demand acchi hai, bas tariffs ke issues clear ho jayein toh naye products aur jaldi launch ho payenge. Surat plant se capacity ki tension bhi khatam ho jayegi.