Podcast
Questions and Answers
What is the primary target audience for the premium brand mentioned?
What is the primary target audience for the premium brand mentioned?
- Low-income consumers
- Local farmers
- Quality-conscious expatriates (correct)
- Tourists visiting the region
Which of the following is a key focus in the product range offered?
Which of the following is a key focus in the product range offered?
- Desserts
- Fast food items
- Beverages
- Middle Eastern recipes (correct)
Which of the following products was recently launched?
Which of the following products was recently launched?
- Frozen Pizza
- Pre-packaged Salads
- Instant Noodles
- Frozen Indian Breads (correct)
In which regions does the brand enjoy a strong consumer base?
In which regions does the brand enjoy a strong consumer base?
What type of brand is targeted at value-seeking Middle East consumers?
What type of brand is targeted at value-seeking Middle East consumers?
What is the primary purpose of the document?
What is the primary purpose of the document?
Who is the author of the document?
Who is the author of the document?
When was the document signed?
When was the document signed?
Where is the registered office of ADF Foods Ltd located?
Where is the registered office of ADF Foods Ltd located?
What does the document request the recipient to do?
What does the document request the recipient to do?
What type of file is mentioned as being enclosed with the document?
What type of file is mentioned as being enclosed with the document?
What is the corporate registration number (CIN) of ADF Foods Ltd?
What is the corporate registration number (CIN) of ADF Foods Ltd?
Which of the following is not mentioned as a method of contact for ADF Foods Ltd?
Which of the following is not mentioned as a method of contact for ADF Foods Ltd?
What discount is offered on the purchase of any 2 products?
What discount is offered on the purchase of any 2 products?
What additional discount is provided on prepaid orders?
What additional discount is provided on prepaid orders?
Which product category is mentioned in the content?
Which product category is mentioned in the content?
How many ratings does the Mix Vegetable Pickle have?
How many ratings does the Mix Vegetable Pickle have?
What is indicated by the phrase 'It's time to Restock!'?
What is indicated by the phrase 'It's time to Restock!'?
What brand is associated with olive oil in the provided content?
What brand is associated with olive oil in the provided content?
What is the additional offer on the purchase of any two products?
What is the additional offer on the purchase of any two products?
What might 'supersaver' imply in the context of the content?
What might 'supersaver' imply in the context of the content?
What type of foods does the brand offer?
What type of foods does the brand offer?
Which of the following statements is true regarding the product availability?
Which of the following statements is true regarding the product availability?
What distinguishes the product range offered?
What distinguishes the product range offered?
Which of the following is NOT part of the existing product range?
Which of the following is NOT part of the existing product range?
Which of the following items is listed under the new category range expansion?
Which of the following items is listed under the new category range expansion?
Which characteristic best describes the brand's meal offerings?
Which characteristic best describes the brand's meal offerings?
What is the primary purpose of establishing a new cold storage facility?
What is the primary purpose of establishing a new cold storage facility?
What is a key feature of the prepared and flavored foods?
What is a key feature of the prepared and flavored foods?
What benefit does serving as a distribution partner for FMCG companies provide ADF Foods?
What benefit does serving as a distribution partner for FMCG companies provide ADF Foods?
How does ADF Foods strengthen its distribution business?
How does ADF Foods strengthen its distribution business?
Which option reflects the company’s retail strategy?
Which option reflects the company’s retail strategy?
Which of the following marketing initiatives was mentioned in the content?
Which of the following marketing initiatives was mentioned in the content?
What does responsible sourcing in ADF Foods focus on?
What does responsible sourcing in ADF Foods focus on?
Which technology-related initiative is ADF Foods committed to?
Which technology-related initiative is ADF Foods committed to?
What effect does the distribution strategy have on ADF Foods and the FMCG company?
What effect does the distribution strategy have on ADF Foods and the FMCG company?
What is emphasized in the 'business with a heart' initiative?
What is emphasized in the 'business with a heart' initiative?
What is the anticipated annual growth rate for ADF Foods according to Ashoka?
What is the anticipated annual growth rate for ADF Foods according to Ashoka?
What is the projected domestic revenue for SOUL within three years?
What is the projected domestic revenue for SOUL within three years?
Which company is mentioned as poised to mirror Germany’s success in the U.S. market?
Which company is mentioned as poised to mirror Germany’s success in the U.S. market?
What growth strategy is mentioned for ADF Foods in relation to market expansion?
What growth strategy is mentioned for ADF Foods in relation to market expansion?
What is the potential revenue projection for ADF Foods in FY27?
What is the potential revenue projection for ADF Foods in FY27?
Which of the following is a key growth driver for ADF Foods?
Which of the following is a key growth driver for ADF Foods?
What type of growth strategies are mentioned in conjunction with ADF Foods?
What type of growth strategies are mentioned in conjunction with ADF Foods?
Which aspect is emphasized as part of ADF Foods' commitment to innovation?
Which aspect is emphasized as part of ADF Foods' commitment to innovation?
Flashcards
Corporate Presentation
Corporate Presentation
A document outlining a company's performance and future plans for a specific quarter.
Symbol
Symbol
A company's unique identifier used for trading on the stock exchange, usually 4-6 characters.
Scrip Code
Scrip Code
A unique code used to identify a company's shares on a particular stock exchange.
Quarter
Quarter
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FY 2024-25
FY 2024-25
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Quarter End
Quarter End
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Company's Website
Company's Website
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Company Secretary
Company Secretary
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What is PREPARED FLAVOURS?
What is PREPARED FLAVOURS?
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Where can you find PREPARED FLAVOURS products?
Where can you find PREPARED FLAVOURS products?
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What kind of products does PREPARED FLAVOURS offer?
What kind of products does PREPARED FLAVOURS offer?
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What is unique about PREPARED FLAVOURS flavor profile?
What is unique about PREPARED FLAVOURS flavor profile?
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What is the PREPARED FLAVOURS Existing Range called?
What is the PREPARED FLAVOURS Existing Range called?
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What is the PREPARED FLAVOURS New Category Range Expansion focused on?
What is the PREPARED FLAVOURS New Category Range Expansion focused on?
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Where are PREPARED FLAVOURS products available?
Where are PREPARED FLAVOURS products available?
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What are some specific product categories within PREPARED FLAVOURS?
What are some specific product categories within PREPARED FLAVOURS?
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Value for money brand
Value for money brand
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Premium brand targeted at Arabic diaspora
Premium brand targeted at Arabic diaspora
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GCC markets
GCC markets
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Middle Eastern recipes
Middle Eastern recipes
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Product Range
Product Range
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ADF Foods' Growth Target
ADF Foods' Growth Target
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Ashoka's Role in ADF Foods
Ashoka's Role in ADF Foods
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SOUL's Target in Domestic Revenue
SOUL's Target in Domestic Revenue
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ADF Foods' Market Expansion Strategy
ADF Foods' Market Expansion Strategy
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ADF Foods' Inorganic Growth Opportunities
ADF Foods' Inorganic Growth Opportunities
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ADF Foods' Innovation Focus
ADF Foods' Innovation Focus
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ADF Foods' Distribution Strategy
ADF Foods' Distribution Strategy
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ADF Foods' Growth Strategies
ADF Foods' Growth Strategies
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Cold Storage Facility Expansion
Cold Storage Facility Expansion
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Frozen Product Range Enhancement
Frozen Product Range Enhancement
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Agency Distribution Partnership
Agency Distribution Partnership
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Distributing Tea Brands
Distributing Tea Brands
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Pull and Push Distribution Strategy
Pull and Push Distribution Strategy
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Product Sampling at Retail Stores
Product Sampling at Retail Stores
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Business with a Heart
Business with a Heart
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Responsible Sourcing
Responsible Sourcing
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Study Notes
ADF Foods Ltd Investor Presentation Q2 FY25
- Date: October 28, 2024
- Document: Investor Presentation for Q2 FY 2024-25, ending September 30, 2024
- Availability: Presentation uploaded on company website (www.adf-foods.com)
- Company Contact: Shalaka Ovalekar, Company Secretary
Key Financial Highlights (Q2 FY25)
- Revenue from Operations: INR 125.6 Crores, 29.1% YoY increase
- EBITDA: INR 27.7 Crores, 22.3% YoY increase
- PAT: INR 21.4 Crores, 20.6% YoY increase
- EBITDA Margin: 22.0% in Q2 FY25
- PAT Margin: 17.0% in Q2 FY25
Key Financial Highlights (H1 FY25)
- Revenue from Operations: INR 222.7 Crores, 22.4% YoY growth
- EBITDA: INR 50.5 Crores, 15.3% YoY growth
- PAT: INR 38.5 Crores, 13.0% YoY growth
ADF - At a Glance
- Established: 1932
- Manufacturing Facilities: 2, with annual capacity of ~28,000 MT
- Global Network: Products available in over 55 countries
- Product SKUs: Over 400
- Brands: 5 strong brands
Business Overview
- Processed Foods: One of the largest Indian exporters
- Distribution: Strong presence in US, growing Europe market; agency distribution for FMCG brands
- Revenue Breakdown (H1 FY25): 82% Processed Foods, 18% Distribution
Geographical Presence
- Countries: 55+ countries
- Manufacturing Locations: Nadiad, Nasik
- Distribution Warehouses (USA): 2 (New Jersey, Atlanta)
- Corporate Headquarters: Mumbai
Company Overview
- Focus: High growth ethnic processed food market, globally
- Growth Strategies: Strengthening presence; deeper penetration and expansion into markets
- Brand Initiatives: New product launches and brand expansion plans
- Investment Rationale: Experience, strong brand, and diverse product portfolio
- Future Outlook: To become a Rs 900-1000 Crore entity in FY27
Other Key Brands
- Ashoka: Flagship brand, focused on South Asian Diaspora, strong growth
- Soul: Focused on "better-for-you" packaged foods, 100% extra virgin olive oil pickles and chutneys
- Camel & Aeroplane: Premium brands targeting Arabic consumers, focusing on value
- Key product categories: Frozen foods, ready-to-cook, food accompaniments, spices
Additional Information
- Certifications: FDA, SMETA, Halal, UKAS, BRCS, fssai, Non GMO Project
- Quality Control: High standards throughout manufacturing, processing, and distribution chain.
- Warehousing: Expanded facilities in Atlanta USA and New Jersey USA.
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