Q2 2025 ADF Foods Ltd Earnings Call Transcript
Key Points
- ADF Foods Ltd (BOM:519183) reported a 29.5% increase in consolidated revenues year-over-year, driven by strong demand across all brands.
- The company's flagship brand, Ashoka, achieved deeper market penetration, contributing to the revenue growth.
- The Truly Indian brand has successfully expanded into the US market, securing listings in prestigious stores like Whole Foods and Stop and Shop.
- ADF Foods Ltd is committed to doubling its revenue by FY27 and maintaining high margins in the long term.
- The company remains debt-free with a cash balance of INR 138 crores, indicating strong financial health.
- There was a slight decline in margins due to increased investments in brand building and higher freight costs.
- Freight costs increased by 2.5% of the top line in the quarter, impacting overall profitability.
- The company's EBITDA margin decreased by 30 basis points year-over-year, reflecting cost pressures.
- Capacity utilization is at 70-75%, indicating limited room for growth without further expansion.
- The company faces challenges in shipping and container availability, although these issues are being addressed.
Ladies and Gentlemen, good day and welcome to ADF Foods Limited Q2 FY25 earnings conference call.
(Operator Instructions)
I now hand the conference over to Mr. Ravi Deshi from EY. Thank you and over to you, Sir.
Thank you, Neha and good afternoon everyone. We welcome you to the Q2 and H1 FY25 earnings conference call of ADF Foods Limited to take us through the results and to answer your questions we have with us, the Top Management of a ADF Foods Limited represented by Mr. Sumer Thakkar, the Promoter and also the General Manager, Trades and Strategy and Mr. Shardul Doshi, the Chief Financial Officer.
We will start the call with an overview of the business and the current business update by Mr. Sumer Thakkar and then Mr. Shardul Doshi will give his comments on the financials, as usual the standard safe harbour clause applies while we start the call with that said, I now hand over the call to Sumer over to you Sumer.
Thanks
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