AWL Agri Business Limited has informed the Exchange about Transcript
AWL · price
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AWL Agri Business (formerly Adani Wilmar) delivered a strong Q4 FY26 with 14% volume growth to 1.9 million metric tons and record quarterly revenue of ₹21,000+ crores, up 18% YoY. EBITDA grew 40% and PAT over 50% YoY. Full-year volumes reached 6.8 million metric tons with revenue of ₹74,000+ crores, up 17% YoY. Management highlighted market share gains in edible oil (+60 bps) and basmati rice (+330 bps to ~9%). The company maintained per-ton EBITDA guidance of ₹3,500-₹3,600. Key growth channels outperformed: alternate channel grew 43%, HoReCa 64%, and branded exports 48%. Management flagged upcoming cost pressures from packaging, chemicals, and coal (impacting Q1) and expects single-digit volume growth in Q1 FY27 due to post-inventory destocking and summer demand softness.
Strong quarter with margin expansion demonstrates operational efficiency, though management signaled near-term cost headwinds. The company remains in investment phase for Foods segment, prioritizing volume growth over margins through FY27, with target to reach 1.5+ million tons in food volumes to trigger margin consolidation. Alternate and premium channels driving better profitability, positioning AWL as a branded FMCG play.