| 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
- ₹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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