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Investor Presentation

Godrej Agrovet Investor Presentation: Key Takeaways

Godrej Agrovet Q1FY27 reported a 10% YoY revenue growth (₹2,852 Cr) but saw a 14% PAT decline due to input cost inflation and delayed monsoon impacts.

Highlights
Revenue growth10% YoY growth reported for Q1FY27.
MarginsEBITDA margin contracted from 10.8% to 8.9% YoY.
Demand visibilityMuted in Crop Care due to weather; strong in Animal Nutrition.
Management confidenceHigh on structural reset and value-added product transformation.

Growth

Revenue up 10% YoY; Animal Nutrition revenue grew 12.6%; Oil Palm up 28.9%. EBITDA declined 9% as reported.

Outlook

Annual capex guided at ₹300–350 Cr. Strategic shift to 'customer-facing' approach with focus on value-added dairy and CDMO.

Risks

Delayed monsoon impacted Crop Care volumes; high milk procurement costs hit Dairy margins; geopolitical disruptions affecting input prices.

Last quarter's promises, checked

Delivered

  • Guided double-digit revenue growth → delivered 10% YoY (= BEAT)
  • Guided Animal Nutrition double-digit growth → delivered 12.6% (= BEAT)
  • Guided Capex ₹350-400 Cr → delivered ₹300-350 Cr plan (= BEAT)

Partly delivered

  • Guided Dairy volume growth → delivered 8% (= PARTIAL)

Missed

  • Guided mid-teens PBT growth → delivered 14% PAT decline (= MISS)
  • Guided Crop Care recovery → delivered -17.2% revenue (= MISS)
  • Guided EBITDA margin expansion → delivered contraction to 8.9% (= MISS)
Source

Investor Presentation filed with BSE, 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.

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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
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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
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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