Conference Call with ADF Foods Management and Analysts on Q3FY25 Performance and Outlook. Listen to the full earnings transcript.
Packaged Foods company ADF Foods announced Q3FY25 results Revenue from Operations: Rs 147.5 crore compared to Rs 129.7 crore during Q3FY24, change 13.8%. EBITDA: Rs 26.4 crore compared to Rs 27.0 crore during Q3FY24, change -2.2. EBITDA margin: 17.9% for Q3FY25. PAT: Rs 18.8 crore compared to Rs 19.1 crore during Q3FY24, change -1.8. PAT margin: 12.7% for Q3FY25. Bimal Thakkar, Chairman & Managing Director, said: “Our consolidated revenue grew by 13.8% to Rs 147.5 crore on YoY basis, driven by secular demand across all our brands and businesses. We sustained EBITDA margins in the high teens despite ongoing investments in brand development and strengthening of management bandwidth, increase in raw material and freight costs. Stringent cost control measures, process efficiencies, and rupee depreciation helped minimize the margin impact. Our strategy to broaden the reach of the India-focused ADF SOUL brand is advancing as scheduled. We have established a presence in the quick commerce market. Additionally, we also expanded into select modern trade outlets of Nature’s Basket, Reliance Fresh Signature, Haiko supermarket, Food Square, Dorabjee’s and DMart in the Mumbai and Pune region. Our cold storage facility at Nadiad became operational in the current quarter. This enhances our supply chain capabilities with respect to finished goods storage and the facility is now geared to optimise resources, better planning and order fulfilment. Overall our core business continues to grow at a consistent pace and our investments in ADF SOUL and Truly Indian brands should start generating momentum over the medium to long term.” Result PDF