Top Tweets for #ACLD
#SME #ACLD #AeleaCommodities
Aelea Commodities H2 FY26 Earnings Conference Call Highlights
👉 FY27 & Future Outlook:
▫️ Management expects continued growth momentum in FY27 with similar trajectory to FY26 (no specific numbers were guided due to regulatory constraints).
💠 Growth to be driven by deeper value-chain integration (farm-gate and origin-level sourcing), improved RCN quality mix, higher recovery rates (targeting better whole vs. pieces ratio), and initial contribution from Phase II (CNSL oil extraction + rooftop solar already operational).
💠 EBITDA margins expected to sustain/expand around 10-11% industry levels; deeper sourcing improves margins but increases short-term finance costs (which are expected to remain elevated or rise further in absolute terms as scale grows).
▫️ Long-term 2037 Vision (10-year strategy):
💠 Cashew processing capacity scale-up to 1,000 MTPD (from current 140 MTPD)
💠Focus on full value chain — food (kernels + value-added), fuel (biofuels, CNSL), feed, and fertility (by-products like biochar, activated carbon).
💠 Expansion into other nuts & fruits (almonds, walnuts, dates, pistachios, makhana) with significant processing capacities and 50% targeted towards retail/value-added/institutional segments; plan for ~100 premium retail stores (mostly franchise).
💠 Green energy & sustainability push via Aelea Green Energy Ltd subsidiary: biodiesel, bioethanol, green thermal power, soil amendments, bio met coke, green steam, etc.
💠Plans to enter “three whites” (rice, sugar, wheat) later in the decade with Africa-linked and India-centric value-added focus.
💠 ESG angle: ~3,000 direct + 50,000 indirect jobs (rural & women-focused), major reduction in carbon emissions/logistics, closed-loop water systems, and certified sustainable biofuels.
👉 Current Projects, Capacity & Future Pipeline:
▫️ Current Operations:
💠Unit II (Surat) at healthy ~94-95% capacity utilisation in FY26.
💠Processed ~16,000 tonnes RCN in H2 FY26 (similar in H1).
💠Sourcing mix ~95% African origins (60-65% through direct/sea-transit level via merchant traders), ~5% local.
▫️ Phase II (CNSL oil extraction facility ~50 MTPD + solar):
💠Construction largely complete; rooftop solar already executed and contributing savings; ground-mounted solar pending government approvals (policy changes).
💠Commercial benefits (power cost savings + CNSL revenue) expected from H2 FY27.
💠CNSL to primarily boost bottom line (target ~10% EBITDA margin on this product) rather than top line.
▫️ Unit III / Phase III:
💠Land acquisition completed; focus on Cardanol, Bio Charcoal, and De-oil Cake production.
💠Preparatory work ongoing with emphasis on renewable energy integration and by-product valorisation.
💠Expected post-stabilisation of Phase II; capex to be incurred in later part of FY27 / FY28.
💠 Two wholly-owned subsidiaries incorporated: Aelea Green Energy Limited (renewable & sustainable energy) and Aelea Nuts & Fruits Limited (food processing, FMCG, value-added agri products).
▫️ Branded Retail & Exports:
💠Continued expansion of branded portfolio across retail & e-commerce (currently ~1% of sales via B2C consumer pouches).
💠Focus remains primarily institutional/B2B for better margins and visibility, though organic B2C growth is planned as part of the 2037 basket approach.
👉 Other Notable Points:
▫️ Finance cost rose sharply (from ~₹2 Cr to ~₹8 Cr) due to deliberate deeper value-chain sourcing (better margins but reduced supplier credit).
💠Inventory increased with scale (expected to rise further).
💠Working capital intensive business due to commodity nature and value-chain expansion.
▫️ Strategic & Operational Highlights:
💠FSSC 22000 certification obtained for Surat facility (boosting export readiness).
💠Multiple awards including Fairdeal Filaments MSME Entrepreneurship Award, Gold Membership from NDFC, CFO Vault Excellence in Cost Optimization, and MSME Star Stories 2025. CRISIL outlook revised to BBB/Stable.
💠 Management emphasis on conservative yet aggressive growth, “giving hand” philosophy, and long-term survival + compounding (reflected in logo symbolism).
▫️ Q&A Key Takeaways:
💠Margins in FY26 aligned with guidance (10-11% EBITDA); no major hiccups beyond expected finance cost increase from value-chain deepening.
💠B2C currently minimal (1%); no heavy ad spend planned — focus on organic/profitable growth and multi-product basket.
💠Geopolitical tensions (Red Sea etc.) caused longer transit times but no major price impact yet; management monitoring closely.
💠Recovery mix averaged ~63% wholes / 37% pieces; kernel realisation ~₹590-595/kg.
💠No immediate dilution or excessive debt concerns; back-to-back hedging model for inventory.
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
We are proud to announce that Dr. @balcar_lorenz has successfully defended his #PhD @MedUni_Wien on #coagulation, #bleeding, & #thrombosis in #acld
Congratulations 🥳🥳
Arihant Bharat Connect Conference March '26:
👉Day 1:
💠Aelea Commodities
💠Utssav CZ Gold Jewels
💠Forcas Studios
💠Maxvolt Energy Industries
💠AVP Infracon
#aelea #acld #utssav #forcas #avpinfra #avpinfracon #maxvolt #maxvoltenergy #utssavcz #bharatconnectconference #arihantcapital
Arihant Bharat Connect Conference March '26:
👉Day 1:
💠Sathlokar Synergys E&C Global
💠Prime Cable Industries
💠Taurian MPS
💠Shree Refrigerations
💠Silkflex Polymers
💠Classic Electrodes
💠TBI Corn
💠Dar Credit & Capital
#sathlokar #ssegl #primecab #primecableindustries #taurian #taurianmps #shreeref #shreerefrigerations #silkflex #classiceil #tbi #tbicorn #dccl #darcreditandcapital #bharatconnectconference #arihantcapital
Thanks to all the speakers - great range of really engaging talks - clinical service developed and research @basl_events @BASLedu #palliativehepatology #ACLD
There’s still time to register! @basl_events
Annual BASL palliative hepatology SIG meeting 🙌🏼
11th December 2025
Birmingham
Multiprofessional
Free attendance
Hybrid F2F and online
Contact [email protected]
#ACLD #palliativehepatology #cirrhosis
@TerryYip12 @CMH_journal @CUHKGI @CUHKMedicine @VWSWong @wonglaihung @JimmyLaiCT @JinXinrui_Dawn Nice work @TerryYip12 !
Dr. Hartl @hartl_md also found that #LowT3 was associated with #ACLF and #Mortality in a #cirrhosis #ACLD cohort including - but not limited to - MASLD patients:
https://t.co/tsz9b2oLIc
Really looking forward to the #BASL Palliative Hepatology annual SIG meeting in Birmingham - hybrid - details below - there’s still time to register to attend! Fantastic speakers, lots of experience and research updates #palliativehepatology #ACLD
Registration open:
contact [email protected] to join - Limited places available.
Date: Thursday 11th December
Time: 9:30AM - 4:00PM
Location: Austin Court, 80 Cambridge Street, Birmingham B1 2NP
#SME #AeleaCommodities #ACLD #Aelea
Aelea Commodities H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️ Expecting to breach the ~400cr+ mark with H2 FY26 at full capacity, targeting H2 > H1 due to seasonality and utilization
💠No fixed top-line due to commodity price fluctuations (RCN prices down 17-18% in last 12 months).
💠No trading revenue in FY26
▫️EBITDA ~12-13% average margin annually; H1 at 8.9% (impacted by low Q1 utilization ~40 MTPD); H2 expected at 13-14%+ with leverage, covering Q1's near-negative EBITDA
💠Cost-plus model with back-to-back hedging minimizes some volatility; gross margins ~15% (H1 FY26) vs. 20% (H1 FY25) due to natural output variations (±3 days inventory risk)
💠Volumes: ~3.5 months at full 140 MTPD in H1; full H2 at 140 MTPD (adjusted for holidays)
💠Commodity prices (downward trajectory stabilizing); 6-7% annual consumption growth
💠New subsidiaries (Aelea Green Energy) to support by-product revenue streams for margin enhancement
👉Projects and pipeline:
▫️Current Processing Capacity:
💠Surat facility handled H1 volumes equivalent to ~3.5 months full run-rate; Utilization: 100% since July'25; latent demand absorbs output (no stockpile issues)
💠Input-Output: ~1 ton RCN yields 230 kg edible kernels, 70 kg shell (22% CNSL oil ~144 kg, balance de-oiled cake/charcoal 50-55% yield); shells/skins sold as scrap currently
💠By-Product: CNSL/De-oiled cake sold as-is; preparatory work advanced
▫️100% processing revenue; branded gaining B2C traction (retail/e-commerce). Targeting diversified mix
▫️ Recent announcements : Aelea Green Energy Ltd. (100% subsidiary): Handles renewable ecosystem, carbon credits (EU exports)
💠Aelea Nuts & Fruits Ltd. (under incorporation): Potential for value-added food lines
▫️Pipeline:
▫️ Unit III Land acquired (~412,000 sq ft); integrate 4 MW solar for power (25-27% of processing costs; captive solar at 30-35% grid cost)
💠Total target: ~240 MTPD by FY27
💠Direct RCN sourcing from Africa (Côte d’Ivoire, Benin, Tanzania) + Indian MNCs; 65% imported crop
💠Unit III construction post-monsoon; solar orders placed. Capex Phase 1 complete
💠Phase 2: CNSL oil processing (Cardanol for automotive/chemicals)
💠Phase 3: Convert to biofuels, activated carbon, biochar (waste-to-wealth; export premiums via sustainability certifications)
💠Capex : Phase 2 ~20-30cr (internal accruals). IRR ~27-28% on solar (3-4 year payback, no subsidies). Construction resumes Q3 FY26; completion by FY26-end or Q1 FY27
💠Forward integration: Private labels, vegan/dairy-free innovations; CNSL in pharma/automotive
💠Export growth: 6-7% consumption rise; premium for certified green products. No volume targets shared
👉 Others :
▫️Financials: Q1 revenue ~50cr (at 40 MTPD), Q2 ~120cr; H2 monthly run-rate ~40cr
💠Borrowings reduced via supplier credit (enables scale without WC strain)
💠Tax rate higher in September due to deferred liabilities (final at FY-end)
▫️Sourcing & Risk Management: Continuous back-to-back buying/selling with 80-90 day inventory; natural product variations cause minor gross margin volatility
💠Track prices via dynamic factors (quality, moisture, origin)—no standard benchmark shared due to variability
▫️Competition & Differentiation: ~2,000 Indian processors (95% <10 MTPD, South/Maharashtra-heavy; low mechanization)
💠Differentiates being in Western India hub, 140 MTPD scale, AI-imported tech (China/Europe, not in Vietnam/Africa), integrated chain (kernels to biofuels)
Good #Q2FY26-15/10/25 till 6pm
Aelea Commodities
#ACLD
#Aelea
Comeback quarter
Good H1FY26
Rev at 173cr vs 87cr, H2 at 93cr
PBT at 12.4cr vs 6.8cr, H2 was a loss qtr
PAT at 8.7cr vs 5.5cr, H2 was a loss qtr
OCF at 23cr vs 9cr
Inventory at 90cr vs 49cr, H2 should be big
Oberoi Realty
#OberoiRlty
#OberoiRealty
Solid Q2FY26
Rev at 1779cr vs 1319c4, Q1 at 987cr
Other income at 65cr vs 38cr, Q1 at 86cr
PBT at 993cr vs 782cr, Q1 at 507cr
PAT at 760cr vs 589c4, Q1 at 421cr
Good QoQ and YoY uptick
OCF at 898cr vs 1506cr
KEI Industries
#KEIInd
#KEI
Good Q2FY26
Partially led by higher other income at 42cr vs 12cr
Rev at 2726cr vs 2283cr, Q1 at 2590cr
PBT at 277cr vs 207cr, Q1 at 263cr
PAT at 203cr vs 154cr, Q4 at 196cr
OCF at 383cr vs -308cr
Ador Welding
#Ador
#AdorWelding
Solid Q2FY26 on a lower base
Good recovery quarter with solid margin expansion QoQ and YoY
Rev at 281cr vs 269cr, Q1 at 252cr
PBT at 34cr vs 19cr, Q1 was a loss qtr
PAT at 25cr vs 7cr, Q1 was a loss qtr
OCF at 42cr vs 60cr
Tips Music
#TipsMusic
Growth rate reducing, down to 12-15% vs consistent 30s that company used to clock earlier
Rev at 89cr vs 81cr, Q1 at 88cr
PBT at 72cr vs 64cr, Q1 at 62cr
PAT at 53cr vs 48cr, Q1 at 46cr
OCF at 46cr vs 48cr
GTV Engineering
#GTVEngg
Rev at 25cr vs 24cr, Q1 at 17cr
Other income at 1.3cr vs 0.2cr
Good margin expansion
PBT at 4.6cr vs 1.6cr, Q1 at 2.7cr
PAT at 3.5cr vs 1.1cr, Q1 at 2cr
Good QoQ and YoY growth
OCF at 6.2cr vs 2.3cr
Huhtamaki India
#Huhtamaki
Rev down, margins expand well QoQ and YoY
Rev at 624cr vs 652cr, Q1 at 612cr
PBT at 49cr vs 14cr, Q1 at 33cr
PAT at 37cr vs 12cr Q1 at 25cr
Summit Securities
#SummitSec
Rev at 120cr vs 107cr, Q1 at 27cr
PBT at 118cr vs 106cr, Q1 at 27cr
National Fittings
#NatFittings
Rev at 24cr vs 19cr, Q1 at 21cr
PBT at 2.7cr vs 0.9cr, Q1 at 3.6cr
PAT at 1.8cr vs 0.8cr, Q1 at 2.6cr
OCF at 2.6cr
Decent:
#Ksolves
Good uptick QoQ,marked improvement
YoY degrowth continues in margine
#HDFCAMC
Lower mark to market gains this qtr
#HDFCLife
Expensive valns for these numbers
#KKCL
Decent rev uptick, margins down
@ViennaLiverNews Retreat Weekend 2025
Big Thanks 🙏 to all #VLSG & @LBG_research @CrgMotion Team Members for the great discussions & defining the Mission #2025 for the @MedUni_Wien program for #Cirrhosis #ACLD and #PortalHypertension
Most Popular Users
Elon Musk 
@elonmusk
240.3M followers
Barack Obama
@barackobama
119.3M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109.6M followers
Narendra Modi
@narendramodi
106.9M followers
Rihanna
@rihanna
97.4M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.7M followers
KATY PERRY
@katyperry
87.2M followers
Taylor Swift
@taylorswift13
81M followers
Lady Gaga
@ladygaga
72.6M followers
Kim Kardashian
@kimkardashian
69.6M followers
Virat Kohli
@imvkohli
69.1M followers
YouTube
@youtube
68.6M followers
Bill Gates
@billgates
63.6M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.8M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60.3M followers