ADFFOODS
ADF Foods Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
ADFFOODS
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹271 today
BEAR
₹223
-18%
26.8% a year · 21.5x exit
BASE
₹338
+25%
46.4% a year · 28.2x exit
BULL
₹494
+82%
63% a year · 37.1x exit
Where the market has priced it
8x33x today39x
- FY27 one quarter filed — the pace is shown, not judged: guided +30.0%, filed +25.6% across 1 quarter(s)
- this company's own median multiple sits 40% below its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹8.18 (screener) |
|---|---|
| Guided growth | 46.4% a year, said on the call of 21-May-2026 · transcript |
| Read across as | operating: absolute ₹ revenue target — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 21.48x / 28.2x / 37.08x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 46.71x across 11 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
generic growth 30%
So we expect the Ashoka brand to grow close to 30%, 35% in this fiscal year.
Call 21-May-2026 · bridge confidence medium · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 30.0%
filed 25.6%
1 of 4 quarters