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Earnings Call

Proventus Agrocom Earnings Call: Key Takeaways

Proventus Agrocom delivered record FY26 results with a massive 58% jump in retail revenue, signaling a successful pivot from commodity dry fruits to high-margin wholesome nutrition products.

Why this was an Alfa AlertManagement raised FY28 retail revenue guidance from ₹1,000cr to ₹1,100cr (10% increase) based on stronger than expected momentum.
Highlights
Revenue growthRetail revenue up 58% YoY; total revenue reached ₹925 crore.
MarginsExpanding; gross margins up 240bps to 22.1% due to product mix.
Demand visibilityStrong; healthy snacking category growing 15-18% vs 5-7% for core dry fruits.
Management confidenceHigh; explicitly raised long-term revenue targets based on current ground momentum.

Growth

PAT grew 93% YoY; wholesome nutrition now accounts for 48% of revenue, driving a 240bps margin expansion.

Outlook

Management raised FY28 retail revenue guidance by 10% to ₹1,100 crore, targeting 30-35% annual growth.

Risks

Middle East conflict remains a threat to dry fruit supply chains and pricing post-Diwali.

Source

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

Read the document ↗

Proventus Agrocom Ltd: key numbers

Share price
₹1,920.50
Market cap
₹661.9 Cr
Revenue (annual)
₹925.0 Cr
Net profit (annual)
₹14.14 Cr
P/E (TTM)
46.8×Sector 41.4×
Promoter holding
67.21%
FII holding
0.00%Current quarter

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

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