Aelea Commodities Limited has submitted an investor presentation for H2 FY26 and FY26 ended 31st March 2026 pursuant to Regulation 30 of SEBI LODR Regulations. The presentation will be used for a Post Results Earning Conference Call with Analysts/Investors scheduled to be held virtually on 25th May 2026 at 02:00 P.M. The information is also hosted on the company's website at www.aeleacommodities.com.

Financial Performance (Standalone)

H2 FY26 Results:

  • Revenue From Operations: ₹18,949.81 lakh (compared to ₹8,882.69 lakh in H2 FY25)
  • Total Income: ₹18,960.53 lakh (111.63% YoY growth)
  • Profit Before Tax: ₹1,402.89 lakh (turned positive from loss of ₹308.41 lakh in H2 FY25)
  • Profit After Tax: ₹1,235.10 lakh (turned positive from loss of ₹255.04 lakh in H2 FY25)

FY26 Full Year Results:

  • Revenue From Operations: ₹36,311.90 lakh (compared to ₹17,122.70 lakh in FY25)
  • Total Income: ₹36,335.95 lakh (111.23% YoY growth)
  • Profit Before Tax: ₹2,659.31 lakh (1,273.82% YoY growth from ₹193.57 lakh)
  • Profit After Tax: ₹2,118.81 lakh (1,643.02% YoY growth from ₹121.56 lakh)
  • EBITDA: ₹40.37 Cr (366% YoY growth)

Financial Performance (Consolidated)

H2 FY26 Results:

  • Total Income: ₹20,798.77 lakh (118.52% YoY growth from ₹9,518.20 lakh)
  • Profit Before Tax: ₹1,429.10 lakh (turned positive from loss of ₹495.57 lakh)
  • Profit After Tax: ₹1,261.31 lakh (turned positive from loss of ₹442.20 lakh)

FY26 Full Year Results:

  • Total Income: ₹38,181.39 lakh (108.70% YoY growth from ₹18,294.62 lakh)
  • Profit Before Tax: ₹2,672.03 lakh (1,322.28% YoY growth from ₹187.87 lakh)
  • Profit After Tax: ₹2,131.52 lakh (1,739.74% YoY growth from ₹115.86 lakh)

Operational Highlights

  • Manufacturing facility spread across 2,38,454 Sq. Ft. with operational capacity of 140 MTPD
  • Incorporated two wholly owned subsidiaries during the year
  • Received globally recognized FSSC 22000 Certification for Surat manufacturing facility
  • Company specializes in processing Raw Cashew Nuts (RCN) into high-quality cashew kernels
  • Established in 2018 under leadership of Chairman Mr. Hozefa Jawadwala

Management Commentary

Chairman Mr. Hozefa Shabbir Husain Jawadwala stated that FY26 marked a defining turning point for the company, reflecting successful conversion of strategy into execution and measurable value creation. The performance was strengthened by key strategic milestones including capacity expansion, industry recognitions, and sustainability initiatives.

Future Business Strategy & Initiatives

Capacity Expansion: Ramp up Surat Unit II (140 MTPD) and develop Unit III with 4 MW renewable energy integration; target total processing capacity of ~100 MTPD.

Backward & Forward Integration: Direct sourcing of RCNs from Africa; in-house processing of CNSL and De-oil Cake into high-value products like Cardanol and Residual.

Sustainability Focus: Minimize waste, maximize resource utilization, and convert residual Cashew Nut Shell Mass into Bio Charcoal/Activated Carbon.

Value-Added Products: Expand food, fuel, feed, and fertility offerings, including vegan and dairy-free innovations, flavored cashews, and CNSL applications across automotive, chemical, and pharmaceutical industries.

Market Growth: Strengthen exports, private label collaborations, FMCG tie-ups, and premium B2B presence globally.

Core Competencies

  • Quality Assurance: Rigorous controls across sourcing, processing, and distribution
  • Customer Focus: Responsive service, timely delivery, consistent quality
  • Innovation & Systems: Advanced processing technologies and established procedures
  • Sustainability: Responsible sourcing and eco-friendly practices
  • Experienced Promoters: Extensive industry and commodity trading expertise
  • Enduring Relationships: Strong domestic and international client partnerships

Management Team

  • Mr. Hozefa Shabbir Husain Jawadwala: Chairman, Managing Director & CEO (Chartered Accountant, Certified Financial Risk Manager)
  • Mr. Ashok Patel: Chief Financial Officer & Whole Time Executive Director (Chartered Accountant, 20+ years experience)
  • Mr. Satyanarayan Patro: Chief Commercial Officer & Whole Time Director (Engineering Bachelor, MBA, 18+ years experience)
  • Mr. Firoz Hathiyari: Non-Executive Director (Chartered Accountant, 25+ years experience)