Aelea Commodities files FY26 earnings call transcript
Aelea Commodities filed the transcript of its FY26 earnings call held on May 25, 2026. The company reported a consolidated net profit of ₹21.32 crore for FY26, with revenue from operations rising 109.46% to ₹381.50 crore. Unit II in Surat operated at full capacity, processing 16,000 tonnes of raw cashew nuts in H2FY26. Management outlined a 10-year strategy to increase capacity to 1,000 metric tonnes per day and expand into other nut categories and green energy.

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Aelea Commodities has filed the transcript of its earnings conference call held on May 25, 2026, regarding the audited financial results for the half year and year ended March 31, 2026. The company confirmed that no unpublished price-sensitive information was shared during the call. The transcript was submitted to BSE Limited on May 28, 2026, pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosures Requirements) Regulations, 2015.
Financial Performance
The company reported a consolidated net profit of ₹21.32 crore for FY26, a significant increase compared to ₹1.16 crore in the previous year. Revenue from operations for the year stood at ₹381.50 crore, up 109.46% from ₹182.14 crore in FY25. On a standalone basis, revenue from operations increased to ₹363.12 crore, registering a growth of 112.07% year-on-year, with a net profit of ₹21.19 crore.
| Metric | FY26 (Consolidated) | FY25 (Consolidated) |
|---|---|---|
| Revenue from Operations | ₹381.50 crore | ₹182.14 crore |
| Net Profit | ₹21.32 crore | ₹1.16 crore |
| EBITDA | ₹40.37 crore | Not Provided |
| EBITDA Margin | 10.58% | Not Provided |
Operational Highlights
Unit II at Surat operated at healthy capacity utilization levels during FY26, with the facility currently supporting an operational capacity of 140 metric tonnes per day. The company processed approximately 16,000 tonnes of raw cashew nuts in H2FY26. Management stated that the enhanced capacity was fully utilized during the half year. Preparatory work for Unit III progressed, with land acquisition completed for the upcoming facility focusing on Cardanol, Bio Charcoal, and De-oil Cake production.
Future Outlook
The company outlined its strategy for the next decade, aiming to build capacity up to 1,000 metric tonnes per day in the cashew space. It expects the domestic consumption of cashew to grow at a 5% CAGR to reach 700,000 tonnes by 2037. The company also plans to expand into other nuts such as almonds, walnuts, and pistachios, and is focusing on green energy initiatives including biofuels and biomass.
Historical Stock Returns for Aelea Commodities
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| 0.0% | -0.75% | -1.91% | -4.39% | -20.26% | -12.55% |
What is the projected timeline for the completion and commercial operation of Unit III?
How does the company plan to fund the capital expenditure required to reach the 1,000 metric tonnes per day capacity target?
What specific market segments or regions will drive the expansion into almonds, walnuts, and pistachios?


































