Aelea Commodities Limited · BSE:ACLD
Aelea Commodities — H1 FY27 Earnings Presentation
15 slides from Aelea Commodities's earnings presentation, Nov 3, 2026
Slide 1: BSE Regulation 30 intimation letter
03rd November, 2026 To, The Corporate Relations Department BSE Limited P. J. Towers, Dalal Street, Mumbai-40000, Maharashtra Scrip Code: 544213 Subject: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015- Investor Presentation for half year
Slide 2: Investor Presentation H1 FY27
A EAELEA LEA C OCOMMODITIES MMODITIES L ILIMITED MITED POWERING A S U S TA I N A B L E T O M O R R O W. Investor Pr esentation H1 FY27 CREATING TOMORROW’S GREEN ENERGY ECOSYSTEM
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the “Presentation”), which have been prepared by Aelea Commodities Limited (the “Company”), are solely for information purposes and do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities and sha
Slide 4: H1 FY27 Key Financial Performance (Consolidated)
H1 FY27 KEY FINANCIAL PERFORMANCE (CONSOLIDATED) H1 FY27 Revenue from Operations EBITDA ₹ 24,673.96 42.06% ₹ 2,331.03 52.87% YoY Lakhs YoY Lakhs H1 FY26: ₹ 17,369.28 Lakhs H1 FY26: ₹ 1,524.81 Lakhs EBITDA Margin PAT PAT Margin 9.45% 66.86 BPS ₹ 863.53 3.50% YoY Lakhs H1 FY26: 8.78% H1 FY26: 5.01% H1
Slide 5: Looking Beyond Reported Numbers
LOOKING BEYOND REPORTED NUMBERS 01 | FINANCE COST RESILIENCE 02 | PRE-TAX PROFITABILITY Borrowings More Than Doubled | Finance Costs Remained Stable Stable Profitability Amid Deferred Tax Impact Particulars H2 FY26 H1 FY27 Particulars H1 FY26 H1 FY27 Total Borrowings ₹111.26 Cr* ₹232.72 Cr Profit Be
Slide 6: Raw Material Price Pass-Through Ensuring Stable Profitability
RAW MATERIAL PRICE PASS-THROUGH ENSURING STABLE PROFITABILITY Cashew-Linked Revenue Model – Margin Mechanics An Example – Impact of Changes in Cashew Prices Cashew-Linked Revenue Model – Margin Mechanics An Example – Impact of Changes in Cashew Prices 250 27 Revenue = Cashew Price (Pass-Through) + V
Slide 7: About Aelea Commodities Limited
ABOUT AELEA COMMODITIES LIMITED F R O M C A S H E W S T O A C I R C U L A R A G R I - VA L U E E C O S Y S T E M Founded in 2018, Aelea Commodities Limited procures Raw Cashew Nuts (“RCN”) from key “ African origins and Indian MNCs and processes them into premium-quality kernels serving domestic and
Slide 8: From Sourcing to Scale
FROM SOURCING TO SCALE I N T E G R AT E D R AW M AT E R I A L P RO C U R E M E N T & M A N U FAC T U R I N G 01 | RAW MATERIAL PROCUREMENT 02 | PROCESSING & MANUFACTURING Diversified Global Sourcing Integrated Manufacturing Platform Direct sourcing State-of-the-art manufacturing from key African fac
Slide 9: From Cashew Kernels to Consumer Brands
FROM CASHEW KERNELS TO CONSUMER BRANDS B 2 B A N D B 2 C A G R I - VA L U E B U S I N E S S M O D E L BRANDS 03 | Building Proprietary Consumer Brands TRYBLE Consumer-focused SUPREME CASHEW Premium cashew brand premium cashew offerings PRODUCTS 04 | APortfolio Diverse Cashew Plain Cashew Kernels Roa
Slide 10: Strategy 2037: Building Beyond Cashews
STRATEGY 2037 BUILDING BEYOND CASHEWS The next decade for Aelea will not be defined by scale alone, but by Integration, Value Creation & Resource Efficiency. Strategy FUTURE 06 | GROWTH 2037 represents the Company’s long-term blueprint to evolve from a cashew processor into a diversified Agri-Indust
Slide 11: Strategy 2037: Integrated Cashew Value Chain & By-Product Utilisation
STRATEGY 2037 I N T E G R AT E D C A S H E W VA L U E C H A I N & B Y - P R O D U C T U T I L I S AT I O N CREATING MULTIPLE REVENUE STREAMS Raw Cashew Nut Cashew Husk is a Cashew & value-added good source of products including sweets, cashew Animal Feed. Feed Food milk, cheese, butter. Cashew Nut C
Slide 12: Proposed Land Acquisition, Capacity Expansion & Staff Housing Development
PROPOSED LAND ACQUISITION, CAPACITY EXPANSION & STAFF HOUSING DEVELOPMENT Strengthening Manufacturing Infrastructure for the Next Phase of Growth PROJECT OVERVIEW ₹114 Crore 30 Months February 2027 Total Proposed Project Project Investment Completion Commencement 01 | MANUFACTURING 02 | STRATEGIC LA
Slide 13: Industry Overview
INDUSTRY OVERVIEW Global Kernel Demand: Where the Market Is Absorbing Supply Estimated 3,76,000 Demand (Tons) ~30% 4,00,000 Of Global Demand 3,00,000 3,50,000 ~25% Of Global Demand 3,00,000 2,50,000 2,00,000 1,40,000 1,10,000 ~11-12% 90,000 Of Global Demand 1,50,000 ~8-10% Of Global Demand ~7% Of Gl
Slide 14: Leadership at Aelea
LEADERSHIP AT AELEA G U I D E D B Y E X P E R I E N C E . D R I V E N B Y A G R E E N E R T O M O R R O W. Mr. Hozefa Jawadwala Mr. Ashok Patel Mr. Satyanarayan Patro Mr. Firoz Hathiyari Chairman & Managing Director CFO & Whole Time Director Chief Commercial Officer & Whole Non-Executive Director Ti
Slide 15: Contact details
Aelea Commodities Limited AKMIL Strategic Advisors Private Limited Address: 21, Jolly Maker Chamber II, Nariman Address: Office No. 1011, 10th Floor, Opal Square, Road point, Mumbai, Maharashtra - 400001 No. 16, Wagle Estate, Thane (w)-400 604, Maharashtra Phone: +91 022 66340989 Phone: +91 98209 41