India · Delayed Price · Currency is INR AWL Agri Business Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY26 delivered record revenue and profit growth despite macro volatility, with strong performance across edible oil, food, and alternate channels. The company maintains a focus on volume growth, premiumization, and expects continued margin stability amid ongoing input cost pressures.
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Q3 FY 2026 delivered 3% volume and 10% revenue growth, with strong performance from core brands and alternate channels. EBITDA guidance remains robust, and stable commodity prices support a positive outlook for both edible oil and food segments.
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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 revenue and volume growth, with record EBITDA and PAT for the year. Edible oil and FMCG segments showed robust performance, though margin gains were partly driven by favorable commodity cycles unlikely to recur. GD Foods acquisition and new capacity expansions are set to drive future growth.
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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.