Amir Chand Jagdish Kumar (exports) Limited · NSE:AMIRCHAND
Amir Chand Jagdish Kumar (exports) — Q1 FY27 Earnings Presentation
29 slides from Amir Chand Jagdish Kumar (exports)'s earnings presentation, Aug 7, 2026
Slide 1: Exchange cover letter for investor presentation
August 7, 2026 To, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai - 400 001. Mumbai - 400 051. BSE Scrip Code: 544743 NSE Symbol: AEROPLANE Dear Sir(s) / Madam(s), Su
Slide 2: Investor Presentation | Q1 FY27
AMIR CHAND JAGDISH KUMAR (EXPORTS) LIMITED INVESTOR PRESENTATION | Q1 FY27 TASTE THE BEST!
Slide 3: Safe harbor
Safe harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Amir Chand Jagdish Kumar (Exports) Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subs
Slide 4: Q1 FY27 Financial Highlights
Q1 FY27 FINANCIAL HIGHLIGHTS
Slide 5: Q1 FY27 Key performance metrics
Q1 FY27 Key performance metrics Revenue EBITDA & EBITDA Margin PAT & PAT Margin 10.4% 9.3% 3.8% 5.5% +55% +40% +128% 664 62 37 44 428 16 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Investor Presentation 4 All figures in Rs. Cr
Slide 6: Consolidated profit & loss statement
Consolidated profit & loss statement Particulars (Rs. Cr) Q1 FY27 Q1 FY26 YoY% Q4 FY26 QoQ% FY26 Revenue from Operations 663.7 427.9 55.1% 694.7 -4.5% 2,287.1 COGS 570.4 360.5 607.5 1,938.6 Gross Profit 93.3 67.5 87.2 348.5 Gross Profit Margin % 14% 16% 12.5% 15.2% Employee Expenses 3.0 3.1 4.7 15.1
Slide 7: Company Overview
COMPANY OVERVIEW
Slide 8: About the company
About the company Amir Chand Jagdish Kumar (Exports) Ltd. (ACJKEL) has carved its place as one of India’s top three basmati rice producers and exporters, powered by its flagship AEROPLANE brand. With an installed capacity of ~550,800 MTPA and fully integrated operations spanning procurement, process
Slide 9: Our growth story so far
Our growth story so far 2003 2008-09 2013 2017-18 2022 2026 Incorporation • Crossed Rs. 500 Cr in Enhanced installed • Granted Three Star Export House status Started production and • Launched the IPO as a Public revenue capacity of Unit I by the Ministry of Commerce and packaging of new FMCG and got
Slide 10: Business segments at a glance
Business segments at a glance ACJKEL operates a fully integrated, farm-to-consumer value chain across two product segments — anchored by basmati rice and supplemented by a strategically important FMCG diversification leg RICE SEGMENT FMCG SEGMENT Core Revenue Driver Strategic Diversification Process
Slide 11: Comprehensive range of product portfolio
Comprehensive range Of product portfolio MULTI-BRAND PRESENCE IN INDIAN & INTERNATIONAL MARKETS PREMIUM MID PREMIUM VALUE HORECA OTHER SPECIALITY RICE FMCG • Aeroplane La-Taste • Aeroplane Metro • Aeroplane Super Tibar • Jet • Aeroplane Kolam Rice • Aeroplane Phirni (Instant) • Aeroplane Classic • A
Slide 12: Strategically located, state of the art facilities
Strategically located, state of the art facilities Two milling & processing units in Punjab and Haryana, plus a packaging facility in Delhi - strategic locations ensuring access to premium paddy and lower logistics costs. AMRITSAR (PUNJAB) SAFIDON (HARYANA) ALIPUR (DELHI) Processing Unit 1 Processin
Slide 13: Experienced leadership
Experienced leadership PROMOTERS INDEPENDENT DIRECTORS Jagdish Suri Yogendra Kumar Singhal Chairman & Managing Director Independent Director 4+ decades in rice industry. Leads procurement, domestic sales, 40+ years in securities markets, primarily in registrar & transfer operations & finance. agent
Slide 14: Key competitive strengths
Key competitive strengths Leading Producer & Brand Procurement Advantage Integrated Operations Pan-India Distribution 40+ years in basmati; “Aeroplane” is a Extensive sourcing network across North 436 distributors across GT, MT, One of few players with end-to-end trusted anchor brand with strong rec
Slide 15: Distribution and Business Strategy
DISTRIBUTION AND BUSINESS STRATEGY
Slide 16: Integrated distribution engine driving global scale
Integrated distribution engine driving global scale Deep-Rooted & Scalable Network • 436 domestic distributors | 53 global distributors | Presence in 38 countries • Strong foothold across metros, Tier 1 & Tier 2 cities, expanding into Tier 3 & 4 • Long-standing relationships → repeat export orders &
Slide 17: Robust global supply chain
Robust global supply chain RAW MATERIAL SOURCING STRATEGY DISTRIBUTION STRATEGY In-house sourcing supported by entrenched B2C operations enabled by general trade, procurement network modern retail formats, and e-commerce platforms Direct consumer engagement via 325 agent partnerships ensure institut
Slide 18: Key business strategies
Key business strategies Expand Reach, Deepen Distribution o Accelerate penetration in Tier 3 & 4 cities while strengthening Tier 1/2 presence o Scale distributor network to 700+ by FY28 o Multi-channel growth: General Trade | Modern Trade | HORECA Build a Future-Ready FMCG Portfolio o Outcome: Highe
Slide 19: Industry Overview
INDUSTRY OVERVIEW
Slide 20: Rice industry overview
Rice industry overview China and India dominate the Global Rice Production during MY 2023-24 and MY 2024-25 India is the largest exporter of rice to the world (MY* 2024-25) 1,50,000 25,000 India exported basmati rice to 150 countries globally 1,00,000 20,000 with major export destination being Middl
Slide 21: Growth drivers of basmati rice industry
Growth drivers of basmati rice industry India leads Basmati exports, fueled by strong demand from Iran, Saudi Arabia, Iraq, Export Opportunities UAE and others — expanding acreage and farmer participation Increasing Domestic Rising incomes, dietary shifts, and health awareness boost consumption, whi
Slide 22: ESG Initiatives
ESG INITIATIVES
Slide 23: Driving sustainable growth through UNFCCC-certified facility
Driving sustainable growth through UNFCCC-certified facility ACJKEL’s Amritsar Manufacturing Plant (Unit I) is a carbon-efficient, environmentally friendly facility registered under the UNFCCC, serving as a key pillar of the company’s environmental credibility while distinguishing it from similarly
Slide 24: Historical Financial Highlights
HISTORICAL FINANCIAL HIGHLIGHTS
Slide 25: Performance in charts
Performance in charts Revenue EBITDA & EBITDA Margin PAT & PAT Margin 6.1% 7.1% 8.2% 9.8% 1.3% 2.0% 3.0% 4.5% +20% CAGR +41% +81% 103 2,287 CAGR 2,002 225 CAGR 1,550 164 61 1,316 110 30 80 18 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 ROCE (%) ROE (%) Debt to Equity (x) 17.4% 17.6%
Slide 26: Historical consolidated profit & loss statement
Historical consolidated profit & loss statement Particulars (Rs. Cr) FY26 FY25 FY24 FY23 Revenue from Operations 2,287.1 2,001.6 1,549.5 1,315.8 COGS 1,938.6 1,696.8 1,300.0 1,105.7 Gross Profit 348.5 304.8 249.5 210.1 Gross Profit Margin % 15.2% 15.2% 16.1% 16.0% Employee Expenses 15.1 14.0 12.2 10
Slide 27: Historical consolidated balance sheet
Historical consolidated balance sheet Particulars (Rs. Cr) FY26 FY25 FY24 FY23 Particulars (Rs. Cr) FY26 FY25 FY24 FY23 ASSETS EQUITY & LIABILITIES Non ‐ Current Assets Equity (a) Equity share capital 103.6 82.0 5.4 5.4 Property, plant and equipment 87.9 92.6 97.7 101.8 (b) Other equity 820.6 297.1
Slide 28: Historical consolidated cash flow statement
Historical consolidated cash flow statement Particulars (Rs. Cr) FY26 FY25 FY24 FY23 Cash Flow from Operating Activities Profit before Tax 137.3 80.2 39.3 23.2 Adjustment for Non-Operating Items 83.3 75.1 64.1 50.4 Operating Profit before Working Capital Changes 220.6 155.3 103.4 73.6 Changes in Wor
Slide 29: Thank you
COMPANY : INVESTOR RELATIONS ADVISORS: MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Amir Chand Jagdish Kumar (Exports) Limited CIN: L15312DL2003PLC121979 Mr. Sumeet Khaitan sumeet.khaitan@in.mpms.mufg.com Ms. Sadhna Khurana – Compan
Amir Chand Jagdish Kumar (Exports) — Q1 FY27 Earnings Presentation on 6ix