Aelea Commodities Ltd (ACLD)

About

Aelea Commodities operates in Other Agricultural Products within the Consumer Staples sector, serving as a mid-cap commodity player with a market cap of ₹290.9 Cr. The company's business centers on agricultural commodity sourcing and processing, exposing it to sector-wide dynamics of input costs and agricultural cycles. At a PE of 13.64 with ROE of 18.7%, it trades at a modest valuation relative to its capital efficiency.

Face value: ₹10

Market cap

₹297 Cr

P/E

13.9×

P/B

2.4×

Dividend yield

0%

ROE

18.7%

ROCE

31.2%

Debt / equity

0.88

OPM

10.5%

EPS (TTM)

₹10.5

Book value

₹61.8

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

Sharp 1-year underperformance of -17.88% despite modest PE of 13.64; verify whether this reflects operational deterioration, sector headwinds, or market valuation reset
Operating margin of 10.5% is thin for a commodity business, offering limited cushion against input cost inflation or competitive pricing pressure
Moderate leverage at D/E 0.88 combined with high valuation volatility (52w range ₹110–₹219) creates profitability exposure to commodity cycles; verify debt maturity profile and covenant headroom
Minimal institutional presence (FII 0.07%, DII 0%) suggests limited analyst coverage; verify if capital access and stock liquidity could be constrained

Generated analysis · source review pending

Growth drivers

ROE of 18.7% demonstrates capital efficiency; sustaining or improving this return through reinvestment would compound shareholder value in a mature commodity sector
Operating margin of 10.5% leaves scope for expansion through cost efficiencies or improved working capital management; verify if management has identified structural margin improvement initiatives
Modest market cap of ₹290.9 Cr in a fragmented agricultural commodities sector; verify if company is pursuing inorganic growth, geographic expansion, or capacity investments

Generated analysis · source review pending

542 historical price candles were omitted because the exchange source has not been verified.

₹145.5-3%1Y

Quick read

rule-based

Pros

+High return on capital employed of 22.9%
+Profit CAGR of 99.1% over the last 3 years
+Revenue CAGR of 51.9% over the last 3 years
+High promoter holding of 63.7% with no pledge

Cons

No red flags triggered.

Research score

Structured signal from quality, growth, valuation and momentum.

76/100

Business quality: 47
Growth: 100
Valuation: 82

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Screen this industry Compare top 5 side-by-side

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Lt Foods LimitedLTFOODSLTFOODS	₹13,862 Cr	₹14,836 Cr	₹11,633 Cr	₹1,247 Cr	10.6%	₹640 Cr	5.7%	20.1%	14.9%	176
Krbl LimitedKRBLKRBL	₹8,604 Cr	₹8,774 Cr	₹6,009 Cr	₹992 Cr	14.8%	₹758 Cr	10.6%	15.5%	11.7%	323
Gujarat Ambuja Exports LimitedGAELGAEL	₹7,233 Cr	₹7,667 Cr	₹6,032 Cr	₹602 Cr	8.1%	₹416 Cr	5.3%	13.2%	9.7%	84
Trualt Bioenergy LimitedTRUALTTRUALT	₹3,812 Cr	₹5,458 Cr	₹2,051 Cr	₹381 Cr	16.8%	₹149 Cr	5.6%	10.8%	6.3%	170
Kaveri Seed Company LimitedKSCLKSCL	₹3,676 Cr	₹3,676 Cr	₹1,279 Cr	₹292 Cr	24.2%	₹250 Cr	21.2%	18.2%	18.2%	396
Amir Chand Jagdish Kumar (Exports) LimitedAEROPLANEAEROPLANE	₹2,156 Cr	₹2,914 Cr	₹2,287 Cr	₹225 Cr	9.9%	₹103 Cr	4.5%	24.1%	11.2%	253
Sanstar LimitedSANSTARSANSTAR	₹2,063 Cr	₹2,083 Cr	₹821 Cr	₹54 Cr	4.8%	₹44 Cr	4.4%	5.5%	5.1%	53
Grm Overseas LimitedGRMOVERGRMOVER	₹1,613 Cr	₹1,979 Cr	₹1,869 Cr	₹102 Cr	5.1%	₹77 Cr	4.2%	23.7%	14.5%	212
Chaman Lal Setia Exports LimitedCLSELCLSEL	₹1,401 Cr	₹1,484 Cr	₹1,478 Cr	₹171 Cr	10.9%	₹125 Cr	8%	19%	14.6%	197
Avt Natural Products LimitedAVTNPLAVTNPL	₹1,338 Cr	₹1,452 Cr	₹822 Cr	₹114 Cr	12.6%	₹84 Cr	9.1%	16.9%	12.2%	327
Gulshan Polyols LimitedGULPOLYGULPOLY	₹1,009 Cr	₹1,401 Cr	₹2,260 Cr	₹134 Cr	4.7%	₹43 Cr	1.2%	7.5%	4.1%	49
Regaal Resources LimitedREGAALREGAAL	₹883 Cr	₹1,493 Cr	₹1,090 Cr	₹133 Cr	11.2%	₹60 Cr	4.9%	15%	15.2%	50

Loading peers…

Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	109	142	182	382
COGS	42	58	68	31
Gross profit	66	84	115	351
	61	67	107	311
Operating profit (EBITDA)	5	18	8	40
OPM %	4.8%	12.4%	4.3%	10.5%
Depreciation	1	2	1	4
Interest	3	5	4	10
	1	2	1	0
Profit before tax	3	14	2	27
Tax	-0	2	1	5
Tax %	-6.7%	16.5%	38.3%	20.3%
	3	11	1	21
PAT margin %	2.5%	8.1%	0.6%	5.6%
EPS (₹)	1.8	—	0.6	10.5
EPS adjusted (₹)	—	7.7	0.6	10.5
Annual report	—	Annual report for Mar 2024	Annual report for Mar 2025	Annual report for Mar 2026

₹ Cr	Mar 2024	Mar 2025	Mar 2026
Equity capital	15	20	20
Reserves	35	82	105
	41	50	111
	20	8	14
Total equity & liabilities	110	161	251
	—	49	79
CWIP	0	16	2
Investments	—	0	0
	110	96	170
Total assets	110	161	251

₹ Cr	Mar 2024	Mar 2025	Mar 2026
	-6	-29	-30
	2	-28	-15
Cash from financing	3	57	52
Net cash flow	-1	-0	6
Free cash flow	-7	—	—
CFO / Operating profit %	-32.6%	-369.6%	-75.5%

Compounded sales growth

7 years: —
5 years: —
3 years: 52%
1 year: 110%

Compounded profit growth

7 years: —
5 years: —
3 years: 99%
1 year: 1,738%

Return on equity

7 years: —
5 years: —
3 years: 14%
Last year: 17%

Loading financials…

Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	61%	59.2%	62.9%	92%
EBITDA margin %	4.8%	12.4%	4.3%	10.5%
EBIT margin %	4%	11.3%	3.7%	9.5%
PAT margin %	2.5%	8.1%	0.6%	5.6%
Working capital
Receivable days	—	93	61	36
Inventory days	—	173	268	1,322
Payable days	—	43	13	17
NWC days	—	223	317	1,341
Leverage
Current ratio	—	1.54	1.68	1.4
Debt to EBITDA	—	2.31	6.38	2.78
Debt to equity	—	0.82	0.49	0.88
Interest coverage	1.8	4	2.1	3.7
Asset turnover	—	1.29	1.13	1.52
Return ratios
Return on assets %	—	10.4%	0.7%	8.5%
Return on capital employed %	—	28.5%	8.9%	31.2%
Return on equity %	—	23%	1.1%	16.9%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

Loading ratios…

Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2024	Dec 2024	Mar 2025	Sep 2025	Mar 2026
	63.66%	63.66%	63.66%	63.66%	63.74%
	1.23%	0.18%	0.18%	0.18%	0.07%
	3.42%	2.15%	1.78%	0%	0%
Government	0%	0%	0%	0%	0%
	31.69%	34.01%	34.38%	36.16%	36.19%
No. of shareholders	1,867	1,633	1,913	2,048	2,245

Promoter holding up 0.08 percentage points since Sep 2024.

Hozefa S JawadwalaManaging Director
Ashok PatelWhole-time Director
Firoz Gulamhusein HathiyariNon-Executive Director
Vaishali Dipen TarsariyaNon-Executive Independent Director
Kanabar Nikunj MahendrabhaiNon-Executive Independent Director
Chandresh M UnagarNon-Executive Independent Director
Gopal Krishan SoodNon - Executive Independent Director
Ms. Devyani Fenil VanapariyaCompany Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

Loading shareholding…

F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

Loading f&o…

Fund holders

Mutual-fund schemes that disclosed a holding in the company.

No fund holdings on record

No scheme among the 32 fund houses on record reported a position in Aelea Commodities Ltd. Portfolios are published monthly by each AMC; coverage is still partial.

Loading fund holders…

Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

5

Annual reports

3

Documents link to external sources (exchange filings, company investor pages).

Loading documents…

Events

Upcoming dates and the company’s corporate-action history.

No events on record

Corporate actions, results dates and filings will appear here once ingested.

Loading events…

Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

5 announcementsExport CSV

31 Aug 2026, 5:59 pmCompany Update

Outcome Of Investors' Meeting

General PDF

25 Aug 2026, 6:04 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

AGM PDF

25 Aug 2026, 3:23 pmCompany Update

Announcement under Regulation 30 (LODR)-Change in Management

Change in Management PDF

25 Aug 2026, 2:43 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Outcome of AGM

AGM PDF

24 Aug 2026, 6:03 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

Date	Category	Subject	Filing
31 Aug 2026, 5:59 pm	Company Update General	Outcome Of Investors' Meeting	PDF
25 Aug 2026, 6:04 pm	AGM/EGM AGM	Shareholder Meeting / Postal Ballot-Scrutinizer''s Report	PDF

Loading announcements…

Aelea Commodities Ltd

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Ratios

Ratio timeline

Shareholding

Quarterly record

Board and management

F&O

Not in the F&O segment

Fund holders

No fund holdings on record

Documents

Announcements

Annual reports

Events

No events on record

Announcements

Ratio timeline

No events on record

Announcements

Annual reports

Quarterly record

Board and management

No fund holdings on record

Not in the F&O segment

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity