Packaged Foods company ADF Foods announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations for Q4FY26 stood at Rs 19,673.11 lakh, registering a growth of 23.67% YoY from Rs 15,907.32 lakh in Q4FY25 and an increase of 3.00% QoQ from Rs 19,100.83 lakh in Q3FY26. Total Income for the quarter was Rs 20,543.04 lakh, showing an increase of 27.87% YoY compared to Rs 16,066.17 lakh in Q4FY25 and a 6.15% QoQ increase from Rs 19,352.55 lakh in Q3FY26. Profit before Tax (before exceptional items) for Q4FY26 was Rs 3,649.31 lakh, reflecting a significant YoY growth of 74.26% from Rs 2,094.18 lakh and a 35.83% QoQ increase from Rs 2,686.68 lakh in Q3FY26. Net Profit attributable to the owners of the company for Q4FY26 reached Rs 2,591.25 lakh, representing a growth of 57.60% YoY from Rs 1,644.22 lakh and a 15.80% QoQ increase from Rs 2,237.60 lakh. For the full year FY26, Consolidated Revenue from Operations reached Rs 68,323.17 lakh, an increase of 15.88% compared to Rs 58,958.15 lakh in FY25. Annual Consolidated Total Income for FY26 stood at Rs 70,332.89 lakh, up 16.51% from Rs 60,364.49 lakh in FY25. Annual Net Profit attributable to owners for FY26 was Rs 8,992.41 lakh, registering a growth of 29.84% over Rs 6,925.57 lakh in FY25. Earnings Per Share (Basic and Diluted) for FY26 improved to Rs 8.19 from Rs 6.30 in FY25. Standalone Financial Highlights: Standalone Revenue from Operations for Q4FY26 was Rs 15,026.70 lakh, reflecting a 11.61% YoY growth from Rs 13,463.17 lakh in Q4FY25 and a 9.49% QoQ increase from Rs 13,723.63 lakh in Q3FY26. Standalone Total Income for the quarter stood at Rs 15,873.41 lakh, compared to Rs 13,568.65 lakh in Q4FY25 and Rs 13,933.52 lakh in Q3FY26. Standalone Net Profit for Q4FY26 was Rs 3,009.08 lakh, marking a 39.98% YoY increase from Rs 2,149.62 lakh and a 47.71% QoQ increase from Rs 2,037.13 lakh. For the full year FY26, Standalone Revenue from Operations reached Rs 52,791.51 lakh, compared to Rs 47,840.55 lakh in FY25. Standalone Net Profit for FY26 was Rs 9,718.43 lakh, showing a growth of 21.20% over Rs 8,018.75 lakh in FY25. Business Highlights: Segment-wise Performance: Processed and Preserved Foods Business: This segment recorded a revenue of Rs 58,086.19 lakh for the full year FY26, compared to Rs 50,504.12 lakh in FY25. The segment results reached Rs 14,281.84 lakh for FY26. Distribution Business: This segment recorded a revenue of Rs 10,236.98 lakh for FY26, up from Rs 8,454.03 lakh in FY25. The segment results stood at Rs 1,508.38 lakh for FY26. Dividend Recommendation: The Board of Directors recommended a final dividend of Rs 0.60/- per share (30%) on equity shares for FY26. Including the interim dividend of Rs 0.60/- paid in November 2025, the total dividend for the financial year amounts to Rs 1.20/- per equity share (60%). Capitalization at Surat Unit: The company capitalized Rs 5,051.84 lakh relating to the commencement of phase 1 commercial production at the Surat unit during Q4FY26, effective March 12, 2026. Subsidiary Amalgamation: The scheme of amalgamation of ADF Foods (India) Limited with Telluric Foods Limited (both step-down subsidiaries) was approved with an appointed date of October 01, 2025. Operations at Nadiad Units: On 19 November 2025, the Gujarat Pollution Control Board (GPCB) permanently revoked previous closure directions for the company’s two manufacturing units at Nadiad, which remained fully operational during the interim period. Exceptional Item: The Group recognized an incremental liability of Rs 683.00 lakh as an exceptional item for FY26, following a reassessment of employee benefit obligations under the 'New Labour Codes' effective November 21, 2025. United States Import Tariffs: The company is monitoring the imposition of tariffs by the United States Government on imports of processed foods; however, these developments had no material impact on the financial results for the year ended March 2026. Bimal Thakkar, Chairman & Managing Director, said: “We delivered a strong performance in Q4FY26 with consolidated revenues reaching an all-time high of Rs 196.7 crore, representing a robust 23.7% YoY growth. On a standalone basis, revenues increased by 11.6% YoY to Rs 150.3 crore. Despite prevailing challenges including tariffs, West Asia conflict, and supply chain issues, our business saw continued momentum fueled by significant traction from listings secured in the past few quarters and strengthening our brand penetration and distribution across all our key markets. Our consolidated EBITDA reached Rs 34.3 crore with healthy margins of 17.4%. On a standalone basis, EBITDA increased by 24.8% to Rs 36.5 crore. This was driven by an improved product mix and continued focus on cost optimization. Our flagship brand, Ashoka, continues to strengthen its market presence driven by strong diaspora demand, and our mainstream brand, Truly Indian has exceeded expectations with a marked acceleration in its growth trajectory. We are proud to announce that Truly Indian has won the NEXTY award in the Best Breads and Bakery Product category for its Tikka Masala Naan and also won the Freezies Award in Best Frozen Bread & Bakery category for its Garlic Naan. We have successfully commenced operations at our Surat greenfield facility in Q4FY26 with scale up planned over the coming quarters. We continue to witness strong brand-led traction, supported by deeper penetration. The ongoing West Asia situation poses near-term challenges to GCC sales, freight costs, and transit timelines. However, with our sustained focus on execution excellence and operational discipline, we remain cautiously optimistic in our ability to maintain the current growth trajectory over the long term.” Result PDF