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Earnings Call

Godrej Agrovet Earnings Call: Key Takeaways

Godrej Agrovet delivered a strong Q4 FY26 with 9% revenue growth and 16.8% PBT growth. The company surpassed the ₹10,000 crore annual revenue milestone with improved margins.

Why this was an Alfa AlertNot a filter event. Results were strong and consistent with momentum but did not materially exceed prior management guidance by >5%.
Highlights
Revenue growth9% YoY for Q4 and full year FY26.
MarginsExpanding in Animal Nutrition and Godrej Foods; Astec reached EBITDA breakeven.
Order bookStrong CDMO pipeline funnel for Astec LifeSciences.
Demand visibilityPositive momentum in Animal Nutrition and CDMO-led recovery in Astec.
Management confidenceHigh; focusing on volume-led growth and category creation.

Growth

Q4 revenue ₹2,333cr (up 9% YoY). FY26 revenue ₹10,233cr (up 9%); PBT up 17.2% to ₹569cr.

Outlook

FY27 guidance: early double-digit revenue growth and mid-teens PBT growth. ₹350-400cr annual capex planned.

Risks

Iran war impact on palm oil prices/crop protection; below-normal monsoon predictions; elevated milk procurement costs.

Source

Earnings Call filed with NSE, NSE: GODREJAGRO. Summary written with AI assistance from the document.

Read the document ↗

Godrej Agrovet Ltd: key numbers

Share price
₹657.80
Market cap
₹12,657 Cr
Revenue (annual)
₹10,233 Cr
Net profit (annual)
₹472.8 Cr
P/E (TTM)
28.3×Sector 29.0×
Promoter holding
67.74%+0.00% QoQ
FII holding
6.48%Current quarter

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

More from Godrej Agrovet Ltd

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15:25 IST NSE
Employee Stock Options

Godrej Agrovet Employee Stock Options

Godrej Agrovet granted 3,347 employee stock options at Rs.10 each under ESGS 2018. The committee also noted lapse of 10,958 options due to departures.

21:15 IST NSE
Management Change

Godrej Agrovet Management Change

Godrej Agrovet announced the resignation of Rajavelu N.K. as CEO of its Crop Care Business, effective November 24, 2026. Sivaram Yadavalli is appointed as Interim CEO.

15:11 IST NSE
Debt & Borrowing

Godrej Agrovet Debt & Borrowing: ₹50 Cr

Godrej Agrovet redeemed Rs. 50 Crore listed Commercial Paper (GAVLCP/26-27/03) on 17-Sep-26. Timely repayment confirms no default on the instrument.

Value
₹50.00 Cr
16:27 IST NSE
Debt & Borrowing

Godrej Agrovet Debt & Borrowing: ₹75 Cr

Godrej Agrovet has completed the redemption of Commercial Papers worth ₹75 Crore on the maturity date.

Value
₹75.00 Cr
13:42 IST NSE
Other Announcement

Godrej Agrovet Other Announcement

Godrej Agrovet intimated NSE of record dates for three Commercial Papers maturing in October 2026. This is a routine compliance notification under the NCD Operational Circular.

14:47 IST NSE
Debt & Borrowing

Godrej Agrovet Debt & Borrowing: ₹50 Cr

Godrej Agrovet redeemed a Rs. 50 Crore Commercial Paper maturing on September 7, 2026. The timely repayment confirms stable short-term debt management.

Value
₹50.00 Cr