Aelea Commodities Ltd Q2 FY26 earnings call summary

Earnings call of 24 Oct 2025, summarised by AI from the filing.

Aelea Commodities H1 FY26 standalone revenue ₹17,362.08 lakhs, up 110.64%, with FY26 revenue guided to more than double.

Key takeaways

1. Revenue Standalone revenue ₹17,362.08 lakhs (H1 FY25: ₹8,242.70 lakhs, +110.64%).
2. Guidance Management expects FY26 revenue to more than double H1 FY26 revenue, subject to commodity prices.
3. Driver Full capacity utilization at Unit 2 (140 MTPD) for H2, with latent demand.
4. Risk Cashew prices in downward trajectory for 12 months, impacting margins.

Original filing on BSE

Aelea Commodities Ltd earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (25 May 2026), Results deck (24 May 2026), Results press release (23 May 2026)
• Q2 FY26: Earnings call (24 Oct 2025), Results deck (23 Oct 2025), Results press release (16 Oct 2025)
• Q4 FY25: Earnings call (6 Jun 2025), Results deck (6 Jun 2025)