Aelea Commodities, a leading cashew processing company, reported a stellar performance for the first half of FY2025-26, with sharp gains across revenue, profitability, and operational efficiency. The strong results reflect the company’s strategic focus on capacity utilization and sustainable growth.
Financial Highlights (Standalone – H1 FY26)
| Metric | H1 FY26 | YoY Growth |
| Revenue from Operations | ₹173.62 crore | +110.64% |
| EBITDA | ₹15.38 crore | +99.76% |
| PAT | ₹8.84 crore | +134.65% |
| EPS | ₹4.34 | +98.17% |
- EBITDA Margin: 8.86%
- PAT Margin: 5.09% (vs. 4.57% last year)
Operational and Strategic Highlights
- Full Capacity Operations: Unit 2 in Surat, with a capacity of 140 MT/day, operated at full capacity for 3.5 months during H1 FY26, significantly enhancing production output.
- Business Realignment: The company fully exited its trading operations to focus exclusively on cashew processing, improving efficiency and profitability.
- Expansion Plans: Land has been acquired for Unit 3 at Vasaravi, Surat, while Phase 2 development for CNSL oil processing is underway.
- Sustainability Push: A 4 MW solar plant is being installed to lower energy costs (currently ~27% of processing expenses) and support long-term sustainability goals.
Management Commentary
Hozefa Jawadwala, Chairman and Managing Director, stated:
“Our focus on scalable growth, capital discipline, and internal accrual-driven expansion has yielded strong results. The successful ramp-up of Unit 2 and our integrated value chain strategy position us well for sustained growth.”
Outlook
With operations now running at full capacity and a clear focus on sustainability and value addition, Aelea Commodities is poised for continued growth in the cashew processing sector. The company aims to maintain EBITDA margins of 12–13% in the coming quarters.
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