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Aelea Commodities Ltd

ACLDFY2622 May 2026

Aelea Commodities FY26: Revenue ₹381.50 Cr, Up 109% YoY

23 May 2026 · 23 May, 1:32 pm

Summary

Aelea Commodities Limited delivered a breakout performance for FY26, achieving a historic turnaround. Revenue from operations for the full year reached ₹381.50 crore, growing by 109% year-over-year, while EBITDA surged 366% to ₹40.37 crore and PAT increased by an exceptional 1,739.74% to ₹21.32 crore. The second half of FY26 also saw significant acceleration, with revenue growing 120% year-over-year to ₹207.81 crore, and both EBITDA and PAT turning positive against losses in the prior period. Management highlighted these results as the emergence of a fundamentally stronger, sharper, and future-ready enterprise, driven by conviction-led decisions and relentless execution.

Key Highlights

  1. 1

    Aelea Commodities Limited reported a significant turnaround for FY26, with revenue from operations reaching ₹381.50 crore, marking a stellar 109% year-over-year growth.

  2. 2

    Profit after Tax (PAT) for FY26 demonstrated exceptional growth, surging by 1,739.74% year-over-year to ₹21.32 crore.

  3. 3

    EBITDA for the full year FY26 grew by 366% year-over-year to ₹40.37 crore, indicating a strong improvement in operational profitability.

  4. 4

    The second half of FY26 (H2 FY26) saw a historic turnaround, with both EBITDA and PAT turning positive at ₹25.12 crore and ₹12.61 crore, respectively, compared to losses in the corresponding prior year period.

  5. 5

    The company successfully expanded its cashew processing capacity from 40 to 140 MTPD, strategically positioning itself for accelerated growth driven by strong sectoral demand.

  6. 6

    CRISIL revised the company’s outlook to 'CRISIL BBB/Stable' from 'CRISIL BBB/Negative', reflecting improved operational and financial stability.

  7. 7

    Aelea incorporated two wholly-owned subsidiaries, Aelea Green Energy Limited and Aelea Nuts & Fruits Limited, to expand into renewable energy and value-added agri products.

Management Comments

H

Hozefa Shabbir Husain Jawadwala

As we reflect on FY26, we believe this year marks far more than just a strong financial performance for Aelea Commodities, it marks the emergence of a fundamentally stronger, sharper, and future- ready enterprise. What the Company has achieved over the past year is the outcome of conviction- led decisions, relentless execution, and the courage to invest ahead of the curve during a phase when the business was still navigating challenges. FY26 emerged as a defining turning point for Aelea Commodities. The Company delivered Revenue from Operations of ₹381.50 Cr, registering a stellar 109% YoY growth, while EBITDA surged 366% YoY to ₹40.37 Cr. Most significantly, Profit After Tax rose sharply to ₹21.32 Cr, reflecting exceptional YoY growth of 1,739.74%. The transformation became even more visible during H2 FY26, where the scale of acceleration exceeded expectations. Revenue from Operations grew 120% YoY to ₹207.81 Cr, while EBITDA stood at ₹25.12 Cr and PAT at ₹12.61 Cr, against losses in the corresponding period last year. These numbers are no

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