Aelea Commodities , a leading cashew processor, has reported a robust financial performance for the first half of FY26, marking significant growth and operational milestones. The company's focus on optimizing capacity and deepening its sourcing network has translated into strong financial results.

Financial Highlights

Aelea Commodities reported impressive year-on-year growth in its standalone financials for H1 FY26:

The company's EBITDA margin stood at 8.86%, while the PAT margin improved to 5.09%, up from 4.57% in the same period last year.

Operational Achievements

A key highlight of the period was the successful commissioning of Unit 2 in Surat, which operated at full capacity for 3.5 months during H1 FY26. This new facility, with a processing capacity of 140 metric tons per day, has significantly boosted the company's production capabilities.

Strategic Focus

Aelea Commodities has eliminated its trading business in FY26, focusing entirely on cashew processing. This strategic shift has allowed the company to concentrate on its core competency and improve operational efficiency.

Future Outlook

The management expects to maintain full capacity utilization going forward and targets annual EBITDA margins of 12-13%. The company is advancing its Phase 2 development for cashew nut shell liquid (CNSL) oil processing and has acquired land for Unit 3 at Vasaravi, Surat, indicating plans for further expansion.

Sustainability Initiatives

In line with its commitment to sustainability, Aelea Commodities is installing a 4-megawatt solar plant. This initiative aims to reduce power costs, which currently constitute 27% of processing expenses, and aligns with the company's environmental goals.

Management Commentary

Hozefa Jawadwala, Chairman and Managing Director, commented on the results: "Our focus on scalable growth, capital discipline, and internal accrual-driven expansion has yielded positive results. The successful ramp-up of Unit 2 and our strategic roadmap for integrated value chain development position us well for sustained growth."

Aelea Commodities' strong performance in H1 FY26, coupled with its strategic initiatives and focus on sustainability, positions the company for continued growth in the cashew processing industry. The management's emphasis on operational efficiency and value-added products suggests a positive outlook for the coming quarters.

Aelea Commodities , a leading cashew processing company, has reported impressive financial results for the first half of the fiscal year 2026, demonstrating substantial growth across key metrics.

Financial Highlights

The company's standalone performance for H1 FY26 showcases remarkable year-on-year growth:

Consolidated Performance

On a consolidated basis, Aelea Commodities also reported strong results:

Operational Highlights

• Aelea Commodities has expanded its operational capacity to 140 MTPD, positioning itself for accelerated growth.
• The company specializes in processing Raw Cashew Nuts (RCN) into high-quality cashew kernels.
• RCN is imported from African countries including Senegal, Benin, Burkina Faso, Tanzania, and Cote d'Ivoire.
• Processing operations are carried out at the company's facility in Surat, Gujarat.

Management Commentary

Hozefa Shabbir Husain Jawadwala, Chairman, MD & CEO of Aelea Commodities Limited, commented on the results: "The first half of FY26 marked a phase of strong execution, consolidation, and purposeful scale-building. We focused on optimizing capacity, deepening our sourcing network across Africa, and expanding product applications across food, fuel, feed, and fertility segments. These focused strategic actions have translated into robust operational and financial performance."

Future Outlook

The company expects to maintain its positive trajectory, further enhancing efficiency and margins in the coming months. Aelea Commodities aims to transform into a diversified agri-value enterprise, combining profitability with purpose, built on a scalable, green, and globally competitive foundation.

Investor Presentation

As part of its commitment to transparency, Aelea Commodities has submitted an investor presentation for the half year ended September 30, 2025. The presentation will be used for a post-results earnings conference call with analysts and investors, scheduled to be held virtually.

Aelea Commodities Limited continues to demonstrate strong growth and operational excellence in the cashew processing industry, with a clear focus on sustainability and innovation. The company's performance in H1 FY26 reflects its successful strategies and positions it well for future growth in the competitive commodities market.