India · Delayed Price · Currency is INR AWL Agri Business Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 delivered 3% volume and 10% revenue growth, with strong EBITDA and market share gains in edible oils and branded foods. Alternate channels and new products drove momentum, while stable commodity prices and robust risk management support a positive outlook.
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Sequential growth in volumes and EBITDA was offset by year-on-year declines due to last year's exceptional gains. Market share was impacted by Nepalese imports, but alternate channels and branded exports showed robust growth. H2 is expected to be stronger, with stable margins and improved demand.
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Q1 FY26 saw 21% revenue growth to over INR 17,000 crore, despite a 5% volume decline due to the absence of G2G rice business. Edible oil revenue rose 26% YoY, food and FMCG grew 4%, and alternate channels like quick commerce surged. Margin pressure persisted, but outlook remains positive as palm oil prices normalize.
Fiscal Year 2025
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Q4 FY25 delivered strong volume and revenue growth, with record EBITDA and PAT for the year. Edible oil and food/FMCG segments outperformed, aided by capacity expansion and acquisitions, though margin gains were partly one-off. FY26 targets robust growth and continued investment.
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Q3 FY2025 saw record revenue, EBITDA, and PAT growth, driven by edible oil and strong alternate channel expansion. Food and FMCG volumes surged, though rice inventory losses impacted margins. New capacity, distribution, and digital channels are set to fuel future growth.
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Q1 FY25 saw double-digit growth in sales volume, revenue, and EBITDA, with record profits in edible oil and strong expansion in food and FMCG. Market share gains, premium product launches, and distribution investments drove performance, while stable commodity prices supported margins.