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Earnings Call Transcript

AWL Agri Business Earnings Call Transcript: Key Takeaways

AWL delivered strong 18% revenue growth led by Food & FMCG, though edible oil volumes remained flat due to global price volatility.

Guidance and delivery
Management target Revenue 19.0% FY27
Highlights
Revenue growth18% YoY growth supported by 7% underlying volume increase.
MarginsOperating EBITDA up 34%; margins strengthening via higher-value food mix.
Demand visibilityResilient consumer demand despite global pricing headwinds in edible oils.
Management confidenceBalanced; optimistic on food diversification but cautious on oil volatility.

Growth

Revenue rose 18% YoY to ₹20,048 crore; Food/FMCG segment surged 22% while edible oil volume grew only 2%.

Outlook

Targeting mid-teen revenue growth in Food/FMCG and 5-6% volume growth in edible oils for the year.

Risks

Global edible oil price volatility and temporary channel de-stocking threaten margin stability and volume predictability.

Last quarter's promises, checked

Delivered

  • Guided PAT ~₹1,000cr → delivered ₹1,000cr+ (= BEAT)
  • Guided Edible Oil volume growth 6% → delivered 6% (= BEAT)
  • Guided EBITDA/ton ~₹3,500 → delivered ₹3,500 (= BEAT)

Partly delivered

  • Guided direct reach 1M outlets → delivered 970,000 (= PARTIAL)

Missed

  • Guided Food/FMCG volume growth → delivered -4% (normalized +3%) (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: AWL. Summary written with AI assistance from the document.

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AWL Agri Business Ltd: key numbers

Share price
₹184.34
Market cap
₹23,958 Cr
Revenue (annual)
₹74,731 Cr
Net profit (annual)
₹1,042 Cr
P/E (TTM)
20.7×Sector 43.4×
Promoter holding
56.94%+0.00% QoQ
FII holding
21.10%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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19:40 IST BSE
Legal & Regulatory

AWL Agri Business Legal & Regulatory

AWL Agri Business Ltd received a SEBI Settlement Order regarding an alleged regulatory violation. The company will pay a settlement amount of ₹0.10 Crore.

Value
₹0.10 Cr
From
SEBI
11:03 IST BSE
Other Announcement

AWL Agri Business Other Announcement

NSE Sustainability Ratings and Analytics Limited assigned AWL Agri Business Ltd an ESG rating of 63. This independent assessment was based on publicly available FY2025-26 data.

17:19 IST BSE
Financial Results

AWL Agri Business Q1 FY27 Results: Net Profit ₹351.4 Cr, Up 47.7% YoY

AWL Agri Business Ltd reported revenue from operations of ₹20,048 Cr (+17.5% YoY) and net profit of ₹351.4 Cr (+47.7% YoY) for Q1 FY27.

Key figure
Net profit ₹351.4 Cr · +47.7% YoY