ADF Foods LtdNSE:ADFFOODS
Current view Q4 2026
Sells Indian frozen food abroad; its US brand is now in 3,000 stores and running ahead of plan, plus a new factory just opened. Watch out: Middle East war could slow next year's growth.
Latest exchange filings last 5 · 5 after Q4 2026
- 16 Sep ’26Intimation under Regulation 30 & 47 of SEBI (LODR) Regulations, 2015 w.r.t newspaper publication regarding notice to shareholders for transfer of equity shares and unclaimed … ↗
- 22 Aug ’26ADF Foods GM-Accounts Purvi Dwivedi resigned effective 21 August 2026. ↗
- 18 Aug ’26Intimation under Regulation 30 & 47 of SEBI (LODR) Regulations, 2015 w.r.t. newspaper publication regarding opening of Special Window for transfer and dematerialization of physical … ↗
- 14 Aug ’26Ascot Valley Foods appealed US judgment; injunction and monetary awards remain in effect without stay. ↗
- 14 Aug ’26Shareholder Meeting / Postal Ballot-Scrutinizer''s Report 14 Aug ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +23.9% | +3.1% | +14.9% | +13.0% |
| Operating profit | ▲ +36.0% | −8.1% | +16.1% | +14.2% |
| EPS | ▲ +57.3% | +15.7% | +17.1% | +10.3% |
| PAT | ▲ +62.5% | +18.2% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +23.9%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Good73/100
Cheap, and growing fast. Profit per share grew 17% a year, while the price-tag on its earnings actually got smaller. That gap — real growth nobody has paid up for — is exactly what this score looks for.
₹267 → ₹533 needs the P/E at 41× — it is 33× today, and has ranged 19× to 47× over the last 5 years. The rest would come from earnings growing as they have.
What you pay for its profitlog scale · 5-year range
Tripling needs 61× — never traded above 47× in 5 years.
At ₹273 the price-tag on its earnings reaches the 33× it is being projected toward — the point where being cheap against that yardstick is used up.
Growth still unpaid, one leg weaker. Worth the concall read.
How this is calculated
This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a small-cap at ₹2,986 cr, so the odds of a re-rate are not fighting its own size.
Growth rate used: 17.1% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 57%.
How it compares with its rivals FMCG · 6 of 27 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| ADF Foods | ₹262 | 29.8× | ₹2,880 Cr | 21.8% | +13.4% | +25.9% |
| Nestle India | ₹1,351 | 69.4× | ₹2.61 L Cr | 84.1% | +48.6% | +25.2% |
| Britannia Inds. | ₹5,004 | 46.3× | ₹1.21 L Cr | 56.0% | +13.6% | +8.2% |
| Zydus Wellness | ₹519 | 74.4× | ₹16,498 Cr | 4.9% | −7.0% | +66.9% |
| Bikaji Foods | ₹552 | 49.9× | ₹13,837 Cr | 22.0% | +2.2% | +8.7% |
| The Bombay Burmah | ₹1,472 | 8.3× | ₹10,271 Cr | 33.0% | +17.5% | +8.0% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | slightly narrower than 3 years earlier | operating margin 20% → 18% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it, with some tied up | 70% last year, 74% over three · free cash flow −₹25 cr, positive in 2 of 5 years |
| Is the growth borrowed? | essentially debt-free | ₹55 cr — 0.10× its own equity (was 0.12×) |
| Is it being collected? | collection is steady | 77 days to collect, up 4 in a year · cash cycle 162 days |
| Who has been buying? | the promoters have held steady | promoters 36.1%, 36.3% → 36.1% over 2.8 years · FIIs 11.6% (+0.3) · DIIs 21.3% (−1.4) · shareholders 31,526 → 39,264 |
| What does it earn on its capital? | earns a high return on the capital it employs | ROCE 21.8% · ROE 17.7% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company has been maintaining a healthy dividend payout of 37.2%
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.