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Earnings Call

Venkys (India) Earnings Call: Key Takeaways

Venky's reported improved Q4 FY26 performance driven by robust poultry realizations and better oilseed segment utilization. Strategy focuses on balancing poultry with stable Animal Health and Oilseed divisions.

Highlights
MarginsPoultry margins improved to 14%; Animal Health EBIT margins reached 29%.
Demand visibilityStrong consumption demand noted for poultry and soya products.
Management confidenceHigh optimism for Animal Health and Oilseed segment sustainability.

Growth

Poultry segment margin hit 14% in Q4. Animal Health and Oilseed divisions now contribute ~50% of the profile.

Outlook

Targeting 15-20% growth in Animal Health; expansion focus on outside market sales for Oilseed segment.

Risks

Volatile raw material prices (maize/soya), El Nino impact on crops, and seasonality affecting Q1 productivity.

Source

Earnings Call filed with BSE, BSE: 523261. Summary written with AI assistance from the document.

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Venkys (India) Ltd: key numbers

Share price
₹1,652.80
Market cap
₹2,328 Cr
Revenue (annual)
₹3,727 Cr
Net profit (annual)
₹139.2 Cr
P/E (TTM)
13.4×Sector 43.4×
Promoter holding
56.11%+0.00% QoQ
FII holding
1.27%Current quarter

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

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Financial Results

Venkys (India) Q4 FY26 Results: Net Profit ₹101.4 Cr, Up 662.4% YoY

Venkys (India) Ltd reported revenue from operations of ₹1,100 Cr (+30.5% YoY) and net profit of ₹101.4 Cr (+662.4% YoY) for Q4 FY26.

Key figure
Net profit ₹101.4 Cr · +662.4% YoY