ACAelea Commodities544213Quarterly results

Aelea Commodities H1 FY27 investor presentation: revenue up 42.06%, PAT slips to ₹863.53 Lakhs

H1 FY27 revenue up 42.06% to ₹24,673.96 Lakhs and EBITDA up 52.87%, but PAT fell to ₹863.53 Lakhs from ₹870.21 Lakhs.

By ScoutQuest · Tue 3 Nov 2026, 10:24 PM IST · 1 min read

H1 FY27 Revenue

₹24,673.96 Lakhs, up 42.06% YoY

EBITDA

₹2,331.03 Lakhs, up 52.87%; margin 9.45% vs 8.78%

PAT

₹863.53 Lakhs vs ₹870.21 Lakhs; EPS ₹4.24 vs ₹4.27

Period

Half year ended 30 September 2026

Positioning

Aelea describes itself as a 140 MTPD cashew processor, founded in 2018, procuring Raw Cashew Nuts from African origins and Indian MNCs and serving B2B, retail, private-label and institutional markets, now positioning as a circular agri-valu

📉 H1 FY27 consolidated revenue from operations rose 42.06% year on year to ₹24,673.96 Lakhs and EBITDA rose 52.87% to ₹2,331.03 Lakhs, lifting EBITDA margin to 9.45% from 8.78%. Profit after tax nevertheless fell to ₹863.53 Lakhs from ₹870.21 Lakhs, PAT margin dropped to 3.50% from 5.01%, and EPS eased to ₹4.24 from ₹4.27.

💰 Total borrowings more than doubled to ₹232.72 Cr from ₹111.26 Cr in H2 FY26 while finance cost stayed broadly flat at ₹8.39 Cr versus ₹8.36 Cr; the company says debt was raised dynamically near the period-end for raw material and inventory float and did not create a sustained annualised burden on finance expenses.

📈 Management says the net profit variation was primarily driven by deferred tax accounting — PBT rose 0.9% to ₹12.54 Cr from ₹12.43 Cr while deferred tax increased to ₹0.90 Cr from ₹0.68 Cr — and states that underlying operational earning power remains intact year on year.

🏭 The company says Strategy 2037 will take it from a cashew processor to a diversified agri-industrial platform across Food, Fuel, Feed and Fertility. It lists a proposed ₹114 Crore investment, including 60 MT capacity addition and a 30 MT cardanol unit, with February 2027 commencement, 30-month completion and funding from internal accruals and/or debt.

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