India · Delayed Price · Currency is INR Godrej Agrovet Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY26 saw 9% revenue and 16.8% PBT growth (excl. exceptional items), with FY26 revenues surpassing INR 10,000 crore and PBT up 17.2%. FY27 guidance targets double-digit revenue and mid-teens PBT growth, led by volume expansion and new product launches, while CapEx focuses on oil palm and value-added segments.
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Q3 FY26 saw 11% revenue and 23% profit before tax growth year-over-year, led by strong Animal Feed, Vegetable Oil, and Astec LifeSciences performance. Strategic focus is on branded foods, value-added products, and portfolio prioritization, with new product launches and CapEx to drive future growth.
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Q2 FY26 saw 5% revenue growth and flat PBT, with strong animal feed and oil palm performance offset by crop protection headwinds from adverse weather. Strategic diversification, cost initiatives, and a focus on value-added products are underway, with healthy bottom-line growth expected for FY26.
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Q1 FY26 saw 11% revenue and 25% profit growth, led by strong vegetable oil and Astec LifeSciences performance. Guidance for early teens top-line growth and stable margins is maintained, with new product launches and capacity expansions planned.
Fiscal Year 2025
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Standalone profitability reached record highs in FY 2025, led by crop protection and vegetable oil, with animal feed margins also expanding. FY 2026 guidance targets 15%-18% revenue and profit growth, driven by volume, new product launches, and further value-added integration, while Astec LifeSciences expects a turnaround and halved losses.
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Q3 FY25 delivered strong profit growth with improved margins in animal feed, vegetable oil, and poultry, while dairy EBITDA was impacted by higher milk costs. Astec's CDMO business is flat for FY25 but targets 30%+ growth in FY26, and CapEx remains steady.
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Profitability improved in most segments, with animal feed and crop protection margins rising year-over-year, while Astec LifeSciences and poultry faced headwinds. CDMO business targets 50% revenue growth, and working capital and debt levels are expected to improve by year-end.
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Q1 FY25 delivered strong profit growth with a 36% rise in profit before tax (excl. non-recurring), despite a 6% revenue decline. Margin expansion in Animal Feed, Crop Protection, and Dairy offset headwinds in Astec LifeSciences and Vegetable Oil.