| Revenue guidance | 20.0% → 20.0% Kept |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | Consolidated sales grew 10% YoY to ₹2,852 crore. |
|---|---|
| Margins | Oil palm margins up; dairy and poultry margins pressured by inputs. |
| Demand visibility | Strong animal nutrition demand; crop protection dependent on second-half monsoon recovery. |
| Management confidence | Balanced; optimistic on long-term structural shifts despite monsoon volatility. |
Growth
Animal nutrition revenue grew 12.6% with cattle feed volumes up 15%. Oil palm revenue surged 28.9%.
Outlook
Management targets double-digit growth for FY27. Oil palm expansion aims to double area to 150k hectares.
Risks
Delayed monsoon significantly impacted domestic crop protection volumes and margins. Milk procurement price inflation persists.
Last quarter's promises, checked
Delivered
- Guided double-digit revenue growth → delivered 10% (= BEAT)
- Guided Animal Nutrition double-digit growth → delivered 12.6% (= BEAT)
- Guided Oil Palm double-digit volume growth → delivered 28.9% revenue surge (= BEAT)
Partly delivered
- Guided mid-teens PBT growth → delivered mixed margins due to monsoon (= PARTIAL)
Missed
- Guided Crop Care recovery/strong growth → delivered volume/profit decline (= MISS)
Earnings Call Transcript filed with NSE, NSE: GODREJAGRO. Summary written with AI assistance from the document.
Godrej Agrovet Ltd: key numbers
- Share price
- ₹591.70
- Market cap
- ₹11,385 Cr
- Revenue (annual)
- ₹10,233 Cr
- Net profit (annual)
- ₹472.8 Cr
- P/E (TTM)
- 24.3×Sector 29.0×
- 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.
More from Godrej Agrovet Ltd
All →Godrej Agrovet Debt & Borrowing: ₹100 Cr
Godrej Agrovet paid the Rs. 100 Crore maturity amount on its listed commercial paper series GAVL/CP/26-27/11 on 9 November 2026. This is a debt servicing event, not compliance paperwork.
- Value
- ₹100.0 Cr
Godrej Agrovet Earnings Call Transcript: 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.
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
Godrej Agrovet Debt & Borrowing: ₹100 Cr
Godrej Agrovet repaid Rs 100 crore on two listed commercial paper series maturing October 30, 2026. Timely repayment confirms it met its short-term debt obligations on schedule.
- Value
- ₹100.0 Cr
Godrej Agrovet Debt & Borrowing: ₹50 Cr
Godrej Agrovet paid the Rs. 50 Crore maturity amount on its listed commercial paper GAVLCP/26-27/20 on 29 October 2026. The payment was made on time, as the filing confirms.
- Value
- ₹50.00 Cr
Godrej Agrovet Board Meeting Date
Godrej Agrovet Ltd has notified a board meeting on November 6, 2026 to approve standalone and consolidated unaudited results for the quarter and half year ended September 30, 2026. The filing is a meeting intimation only, with no results figures disclosed yet.