Surat, Gujarat-based processor of imported Raw Cashew Nuts into cashew kernels, sold B2B and B2C under brands like Tryble and Supreme, alongside trading of rice, sugar, onion and pulses.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 190 | +113.5% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 13.0 | +12.8 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 12.0 | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. | |
| Return on equity | +14.6 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. | |
| Free cash flow margin | -12.45 | +17.9 pts | Fiscal year | FY ending Mar 2026 | (Operating cash flow − fixed-asset purchases + disposals) ÷ revenue. |
| Revenue growth (YoY) | +81.7 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. |
Guidance
2 of 7 judged targets kept · 3 open · verdicts reflect calls analysed to Q4 FY26.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Capacity Utilization | Working at 140 metric ton capacity by July 1st week, 2025 | Q4 FY25 | Yeah, now roughly around 94 - 95% fully utilized. | Achieved |
| FY26 EBITDA Margin | 11%-12% for the entire year (FY26) | Q2 FY26 | Consolidated FY26 EBITDA Margin was 10.58%, slightly below the guided range of 11-12%. | Missed |
| CNSL Phase 2 Project Completion | Complete before FY26 closing | Q4 FY25 | 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. | Delayed |
5 of AELEA COMMODITIES LIMITED's 10 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 7 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: ₹213.45 on 24 Oct 2025 → ₹132.95. High ₹213.45 (24 Oct 2025), low ₹110.35 (30 Mar 2026).
Overview
Based on the company's own presentations, annual report and earnings calls.
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
close before → close after
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.
Guidance
2 of 7 judged targets kept · 3 open · verdicts reflect calls analysed to Q4 FY26.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Capacity Utilization | Working at 140 metric ton capacity by July 1st week, 2025 | Q4 FY25 | Yeah, now roughly around 94 - 95% fully utilized. | Achieved |
| FY26 EBITDA Margin | 11%-12% for the entire year (FY26) | Q2 FY26 | Consolidated FY26 EBITDA Margin was 10.58%, slightly below the guided range of 11-12%. | Missed |
| CNSL Phase 2 Project Completion | Complete before FY26 closing | Q4 FY25 | 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. | Delayed |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 10 tracked commitments, with each call’s wording and source.
Call summaries
Aelea Q4 FY26
Aelea Commodities Limited reported a transformational FY26 with robust financial growth, including a 109.46% YoY revenue increase to ₹381.50 crores and a sharp rise in PAT to ₹21.32 crores. The company achieved improved EBITDA margins of 10.58% and high capacity utilization. However, increased finance costs due to deeper value chain sourcing and geopolitical impacts on supply chains remain areas of concern.
Read the full callAelea Q1 FY26
Aelea Commodities Limited delivered strong H1 FY26 results, with standalone revenue and PAT more than doubling year-on-year, primarily driven by the full operationalization of Unit 2. The company is strategically focusing on 100% cashew processing for FY26, expanding its value-added product portfolio, and investing in green energy initiatives. Despite facing gross margin compression and a downward trend in cashew prices, management remains confident in achieving full-year EBITDA targets through scale, operational efficiency, and a stronger second half.
Read the full callAelea Q4 FY25
Aelea Commodities reported FY25 revenue of INR 182 crores and PAT of INR 1 crore, significantly below expectations due to delays in commissioning its expanded 140 TPD capacity and associated margin pressures. The company has successfully commissioned its new capacity and secured working capital, aiming for 12-13% margins and full utilization by July 2025. Management is focused on value-added products and biofuels, with phase two of the latter expected to complete before FY26 end, and does not foresee external fundraising for FY26.
Read the full callEvery analysed call
Fundamentals
Current values with the period they cover; the trend reads across the 6 fiscal years held (Mar 2021 to Mar 2026).
Financials
Net profit, year on year: +500% (quarter to mar 2026 against mar 2025).
| Line item | Sept 2023 | Mar 2024 | Sept 2024 | Mar 2025 | Sept 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Sales | 50 | 70 | 82 | 89 | 174 | 190 |
| Expenses | 44 | 63 | 75 | 89 | 158 | 165 |
| Operating profit | 5 | 7 | 8 | 0 | 15 | 25 |
| Operating margin | 11.0% | 10.0% | 9.0% | 0.2% | 9.0% | 13.0% |
| Other income | 0 | 1 | 0 | -1 | 0 | 0 |
| Interest | 2 | 2 | 2 | 2 | 2 | 8 |
| Depreciation | 1 | 1 | 1 | 0 | 1 | 2 |
| Profit before tax | 2 | 6 | 5 | -3 | 13 | 14 |
| Tax rate | 25.0% | 28.0% | 25.0% | −17.0% | 30.0% | 12.0% |
| Net profit | 2 | 4 | 4 | -3 | 9 | 12 |
| EPS (₹ per share) | 0.60 | 2.81 | 1.85 | -1.25 | 4.34 | 6.06 |
| Line item | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sept 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 15 | 20 | 20 | 20 |
| Reserves | 16 | 16 | 12 | 59 | 92 | 80 |
| Borrowings | 21 | 33 | 41 | 50 | 1 | 112 |
| Other liabilities | 17 | 26 | 17 | 10 | 118 | 13 |
| Total liabilities | 54 | 76 | 84 | 139 | 231 | 224 |
| Fixed assets | 10 | 36 | 39 | 49 | 73 | 79 |
| Capital work in progress | 17 | 0 | 0 | 16 | 0 | 2 |
| Investments | 1 | 1 | 1 | 1 | 0 | 1 |
| Other assets | 26 | 39 | 45 | 74 | 158 | 143 |
| Total assets | 54 | 76 | 84 | 139 | 231 | 224 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Cash from operations | -13 | 5 | 4 | -6 | -29 | -30 |
| Cash from investing | -12 | -14 | -8 | 2 | -28 | -15 |
| Cash from financing | 5 | 9 | 5 | 3 | 57 | 52 |
| Net cash flow | -20 | 0 | 1 | -1 | 0 | 6 |
| Free cash flow | -26 | -10 | -5 | -7 | -55 | -48 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Debtor days | 8 | 64 | 43 | 44 | 21 | 11 |
| Inventory days | 14 | 38 | 125 | 102 | 119 | 130 |
| Days payable | 18 | 65 | 118 | 28 | 11 | 2 |
| Cash conversion cycle | 4 | 37 | 49 | 118 | 129 | 140 |
| Working capital days | 2 | -30 | -27 | 1 | 25 | 16 |
| Return on capital employed | 88.0% | 4.0% | 10.0% | 22.0% | 8.0% | 21.0% |
| Dividend payout | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Ownership
Promoters hold 63.74% as of Sept 2026; institutions cut 0.06 pts since Mar 2026.
Named in the Sep 2026 filing
Every holder of AELEA COMMODITIES LIMITED above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| 29.16% | unchanged | |
| 29.09% | unchanged | |
| 4.29% | unchanged | |
| 1.47% | unchanged | |
| 1.47% | unchanged | |
| 1.20% | unchanged | |
| 0.98% | unchanged | |
| 0.98% | unchanged | |
| 0.29% | unchanged | |
| 0.29% | unchanged |
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.
Your own record
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