AWL Agri Business Limited has informed the Exchange about Investor Presentation
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AWL Agri Business (formerly Adani Wilmar) shared its Q1 FY26 investor presentation. Consolidated revenue rose 21% YoY to INR 17,059 crore, but volume fell 5% YoY to 1.58 Mn MT on the back of regional rice consolidation and sluggish palm oil sales. Profitability was mixed: EBITDA declined 16% YoY to INR 572 crore and PAT fell 24% YoY to INR 238 crore, largely due to a high base. Edible oil PBT plunged 54% YoY to INR 181 crore as the May 31, 2025 cut in crude oil import duty (from 27.5% to 16.5%) led to high-cost inventory write-downs. However, Food & FMCG posted its best-ever Q1 PBT of INR 75 crore (+257% YoY) and Industry Essentials reported its highest PBT in 12 quarters at INR 100 crore (+263% YoY). Q-commerce sales surged 73% YoY and LTM operating EBITDA stood at a strong INR 2,384 crore.
Headline PAT decline of 24% YoY and edible oil margin pressure from the duty cut may weigh on near-term sentiment, but the strong show in Food & FMCG and Industry Essentials, plus management's outlook of margin recovery in coming quarters, supports a stable-to-positive medium-term view. The consolidated revenue growth of 21% YoY and robust LTM EBITDA of nearly INR 2,400 crore signal underlying business strength.