544213
Aelea financials
- Market cap
- ₹303 Cr
- Sector
- Fast Moving Consumer Goods
- Calls analysed
- 4
Aelea Q4 FY26
What went well
- Consolidated FY26 Revenue of ₹381.50 crores, up 109.46% YoY, reflecting strong growth.
- Consolidated FY26 PAT of ₹21.32 crores, a significant increase from ₹1.16 crores in FY25.
- Consolidated FY26 EBITDA margin improved to 10.58%, indicating better operational efficiencies.
What to watch
- Finance cost increased significantly from ₹2 crores to ₹8 crores due to deeper value chain sourcing.
- Management expects finance costs to 'deepen' further as they expand.
What Aelea does
Aelea Commodities Limited imports Raw Cashew Nuts (RCN) from African countries including Senegal, Benin, Burkina Faso, Cote d'Ivoire and Tanzania, and processes them into cashew kernels (plain, and roasted & salted) at its manufacturing facility in Surat, Gujarat. Processed cashews are sold to bulk B2B buyers and merchant traders as well as B2C retail consumers under brands such as Tryble and Supreme. The company also trades other agricultural commodities such as rice, sugar, onion and pulses, mainly through B2B channels.
Segments
- Cashew processing
- Agri-commodity trading
- Installed processing capacity
- 140 MT/day (Surat, Gujarat)
- Capacity utilization
- 94-95%
- Manufacturing facility area
- 2,38,454 sq ft
- RCN sourcing footprint
- 6 African countries (Senegal, Benin, Burkina Faso, Cote d'Ivoire, Tanzania)
- Direct RCN sourcing share
- 60-65%
- Additional land acquired (Unit III)
- 4,12,164 sq ft, Vasravi, Surat
Guidance record · Q4 FY26
what the last two calls moved 10 tracked 2 delivered 5 missed 3 open- Capacity Utilization delivered said Q4 FY25 Promised: Working at 140 metric ton capacity by July 1st week, 2025 Q4 FY26: Yeah, now roughly around 94 - 95% fully utilized.
- FY26 EBITDA Margin missed said Q2 FY26 Promised: 11%-12% for the entire year (FY26) Q4 FY26: Consolidated FY26 EBITDA Margin was 10.58%, slightly below the guided range of 11-12%.
- CNSL Phase 2 Project Completion delayed said Q4 FY25 Promised: Complete before FY26 closing Q4 FY26: from a oil extraction perspective, that's pretty much happening right now and the construction is going in full space. So it should happen very soon.
All 10 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q4 FY26: revenue up 171.4%, net profit up 200.0% against the same quarter last year.
| Line item | Q2 FY24 | Q4 FY24 | Q2 FY25 | Q4 FY25 | Q2 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 50 | 70 | 82 | 89 | 174 +248% | 190 +171% |
| EBITDA | 5 | 7 | 8 | 0 | 15 +200% | 25 +257% |
| Net profit | 2 | 4 | 4 | -3 | 9 +350% | 12 +200% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance −17.7% 1Y
1Y: ₹190.65 on 10 Sept 2025 → ₹156.9. High ₹219.15 (16 Oct 2025), low ₹110.35 (30 Mar 2026).
How the price took the results
close before → close after
- Q4 FY26
- +2.6%
- 25 May
- Q2 FY26
- +0.1%
- 24 Oct
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹15 Cr | ₹20 Cr | ₹20 Cr |
| Reserves | ₹15 Cr | ₹16 Cr | ₹16 Cr | ₹12 Cr | ₹92 Cr | ₹80 Cr |
| Borrowings | ₹11 Cr | ₹21 Cr | ₹33 Cr | ₹41 Cr | ₹1 Cr | ₹112 Cr |
| Other liabilities | ₹19 Cr | ₹17 Cr | ₹26 Cr | ₹17 Cr | ₹118 Cr | ₹13 Cr |
| Total liabilities | ₹45 Cr | ₹54 Cr | ₹76 Cr | ₹84 Cr | ₹231 Cr | ₹224 Cr |
| Fixed assets | ₹10 Cr | ₹10 Cr | ₹36 Cr | ₹39 Cr | ₹73 Cr | ₹79 Cr |
| Capital work in progress | ₹2 Cr | ₹17 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹2 Cr |
| Investments | ₹1 Cr | ₹1 Cr | ₹1 Cr | ₹1 Cr | ₹0 Cr | ₹1 Cr |
| Other assets | ₹32 Cr | ₹26 Cr | ₹39 Cr | ₹45 Cr | ₹158 Cr | ₹143 Cr |
| Total assets | ₹45 Cr | ₹54 Cr | ₹76 Cr | ₹84 Cr | ₹231 Cr | ₹224 Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Mar 2026
Since Mar 2025, the public added +1.81 pp while DIIs trimmed −1.78 pp. The shareholder count grew 17% to 2,245.
- Promoters
- 63.7%
- FIIs
- 0.1%
- Public
- 36.2%
Since Mar 2025
- Public +1.81 pp
- DIIs −1.78 pp
- FIIs −0.11 pp
How it drifted, 5 quarters
Over this window the public went from 31.7% to 36.2% — +4.5 pp.
Ownership split by quarter, oldest first. Sep '24: Promoters 63.7%, FIIs 1.2%, DIIs 3.4%, Public 31.7%.Dec '24: Promoters 63.7%, FIIs 0.2%, DIIs 2.1%, Public 34.0%.Mar '25: Promoters 63.7%, FIIs 0.2%, DIIs 1.8%, Public 34.4%.Sep '25: Promoters 63.7%, FIIs 0.2%, Public 36.2%.Mar '26: Promoters 63.7%, FIIs 0.1%, Public 36.2%.
Who bought this quarter
since Sep 2025
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- Ashish Kacholia newly disclosed 4.29% held
- Yatin Ahuja +0.18 pp 1.21% held
- Hozefa Shabbir Husain Jawadwala . +0.08 pp 29.16% held
The same filing shows 0 holders trimming and 1 off the list — both are in the register beside this.
Who is on the register
Named in the Mar 2026 filing
Every holder of Aelea above SEBI's 1% disclosure line, and what changed since Sep 2025.
| Holder | Stake | Change |
|---|---|---|
| Hozefa Shabbir Husain Jawadwala . | 29.16% | +0.08 pp |
| Satyanarayan Patro | 29.09% | unchanged |
| Ashish Kacholia | 4.29% | newly disclosed |
| Rashida Hozefa Jawadwala . | 1.47% | unchanged |
| Sonali Malla | 1.47% | unchanged |
| Yatin Ahuja | 1.21% | +0.18 pp |
| Firoz Gulamhusein Hathiyari . | 0.98% | unchanged |
| Ashok Patel | 0.98% | unchanged |
| Farida Firoz Hathiyari . | 0.29% | unchanged |
| Sumita Ashok Patel | 0.29% | unchanged |
| Suryavanshi Commotrade Private Limited | — | off the list |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
All earnings calls (3)
Read the Q4 FY26 call →Learn to analyse Aelea
Guides on how to read this kind of business and the numbers that matter.