ADF Foods Q1 FY27 Results: Board Meet, FY26 Up 16%

Board meeting puts focus on Q1 FY27 numbers

ADF Foods Limited (NSE: ADFFOODS, BSE: 519183) convened its board meeting on July 29, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The meeting matters because it is the company’s first scheduled results review for FY27, after a year of double-digit revenue growth in FY26. A market alert circulating alongside the meeting notice stated consolidated net profit at ₹17.3 crore versus ₹15.2 crore year-on-year, but this figure was explicitly flagged as “not independently verified” in the provided context. As a result, investors are likely to lean more on the company’s already-reported FY26 performance and recent corporate actions until the official Q1 FY27 filing is confirmed.

Trading window closure under SEBI rules

Alongside the board meeting intimation, ADF Foods disclosed that the trading window was closed from July 1, 2026. It will remain closed until July 31, 2026, in line with SEBI (Prohibition of Insider Trading) Regulations, 2015. Such closures are standard practice around financial results to restrict trading by insiders and connected persons. For retail shareholders, the disclosure acts as a procedural marker that results were due for consideration and approval.

FY26 snapshot: revenue rose 15.88% to ₹683.23 crore

While Q1 FY27 figures awaited confirmation in the provided information, ADF Foods entered FY27 after a strong FY26. For the year ended March 31, 2026, consolidated revenue from operations increased 15.88% year-on-year to ₹683.23 crore. Annual consolidated total income was reported at ₹703.33 crore, up 16.51% from FY25. Consolidated net profit attributable to owners for FY26 was ₹89.92 crore, representing 29.84% growth compared with FY25. Earnings per share (basic and diluted) improved to ₹8.19 in FY26 from ₹6.30 in FY25.

Q4 FY26 performance: higher revenue and margins

ADF Foods reported a sharp pick-up in Q4 FY26. Consolidated revenue from operations for Q4 FY26 stood at ₹196.73 crore, up 23.67% year-on-year from ₹159.07 crore in Q4 FY25, and up 3.00% quarter-on-quarter from ₹191.01 crore in Q3 FY26. Consolidated EBITDA rose 38.9% year-on-year to ₹34.3 crore, with an EBITDA margin of 17.4% (as per the Q4 and FY26 results summary in the provided text). Consolidated profit after tax (PAT) increased 57.6% year-on-year to ₹25.9 crore, with a PAT margin of 13.2%. The company also disclosed Q4 FY26 profit before tax (before exceptional items) at ₹36.49 crore.

What the earlier quarterly trend shows

The provided context also includes quarterly consolidated highlights for FY26 leading into Q4. In Q3 FY26, consolidated revenue was reported at ₹191.0 crore, EBITDA at ₹37.1 crore (margin 19.4%), and PAT at ₹29.2 crore (margin 15.3%). In Q2 FY26, consolidated revenue was ₹162.6 crore, EBITDA ₹35.8 crore (margin 22.0%), and PAT ₹26.4 crore (margin 16.2%), with an interim dividend of ₹0.60 per share declared. For Q1 FY26, consolidated revenue rose 9.3% year-on-year to ₹132.9 crore, EBITDA was ₹23.5 crore (margin 17.7%), and PAT was ₹15.2 crore (margin 11.5%).

Dividend and AGM schedule investors are tracking

ADF Foods’ board recommended a final dividend of ₹0.60 per equity share (30%) for FY26, subject to shareholder approval. The key agenda items for the upcoming AGM include adoption of audited standalone and consolidated financial statements for FY26 and declaration of this final dividend. The AGM is scheduled for August 12, 2026. The record date for the dividend was communicated as August 5, 2026, and the company said the dividend would be paid within 30 days from declaration to eligible shareholders. The company also stated that including an interim dividend of ₹0.60 paid in November 2025, the total dividend for FY26 amounts to ₹1.20 per equity share (60%).

Market snapshot and stock details (as reported)

In the provided market snapshot, ADF Foods was shown trading on the BSE at ₹309.10, down ₹1.20 or 0.39% at 02:37 PM. Another line in the same context stated the current share price of ADF Foods as ₹309.55. The 52-week high was listed as ₹346.95 and the 52-week low as ₹153.65. These datapoints are typically used by investors to frame near-term price movement around results and corporate action timelines.

Note on the US tariff refund reference

The provided context also mentions a “recent major tariff refund from the US government” as a positive development, but it does not specify the amount, timing, or accounting treatment. With no figures included, the impact cannot be quantified from the available information. Investors generally watch for whether such refunds show up as other income, exceptional items, or working capital improvements in subsequent financial statements.

Key facts table

What to watch next

The immediate next step is the official disclosure of the unaudited standalone and consolidated results for the quarter ended June 30, 2026, following the July 29, 2026 board meeting. Until that filing is available, the most concrete reference points in the provided information remain FY26’s consolidated revenue and profit growth, and the Q4 FY26 step-up in reported revenue and PAT. Shareholders will also watch the AGM outcome for approval of the FY26 final dividend and the timing of the payout within the stated 30-day window from declaration.