ALFA Finder
The call ran from 4:01 PM to 5:02 PM IST (1 h 2 min).
Key takeaways
Q2 revenue rose 17% to ₹2,995 Cr, but EBITDA was flat at ₹222 Cr and PBT rose only 5%. Management concedes a tougher FY27 but is still chasing double-digit PBT growth.
| Revenue growth | Q2 +17% YoY to ₹2,995 Cr; H1 +13% to ₹5,847 Cr. |
|---|---|
| Margins | EBITDA margin 7.4%, pressured by inflation; oil palm downstream adds ~2pp midterm. |
| Demand visibility | Weak: El Niño, broiler de-growth, crop care and Aztec demand pressured. |
| Management confidence | Balanced; candid about tougher year, still chasing double-digit PBT. |
Growth
Revenue +17% YoY to ₹2,995 Cr, volume and price led. EBITDA flat at ₹222 Cr; PAT +22% vs PBT +5%, unexplained on call.
Outlook
Oil palm margin +~2pp in midterm (2-3 years); CDMO share 50-55% midterm; FY27 double-digit PBT growth now uncertain.
Risks
El Niño cutting oil extraction ratio, crop care and Aztec demand weakness, two quarters of milk price pressure, palm price volatility.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Godrej Agrovet Q2 FY27 Results: Net Profit ₹102.8 Cr, Up 21.9% YoY
Godrej Agrovet Ltd reported revenue from operations of ₹2,995 Cr (+16.7% YoY) and net profit of ₹102.8 Cr (+21.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹102.8 Cr · +21.9% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targets double-digit growth for FY27. Oil palm expansion aims to double area to 150k hectares.
Growth they described
Animal nutrition revenue grew 12.6% with cattle feed volumes up 15%. Oil palm revenue surged 28.9%.
Call details
| Company | Godrej Agrovet Limited |
|---|---|
| NSE symbol | GODREJAGRO |
| ISIN | INE850D01014 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 4:00 PM IST |
| Length | 1 h 2 min |
| Audio | Our stream on YouTube ↗ |
Godrej Agrovet Limited: key numbers
- Share price
- ₹601.60
- Market cap
- ₹11,575 Cr
- Revenue (annual)
- ₹10,233 Cr
- Net profit (annual)
- ₹472.8 Cr
- P/E (TTM)
- 24.7×Sector 25.2×
- Promoter holding
- 67.72%-0.02% QoQ
- FII holding
- 6.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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