AWL Agri Business Limited has informed the Exchange about Transcript of Earnings Call of Q4FY25
AWL · price
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Awaiting price reaction for this filing.
AWL Agri Business (formerly Adani Wilmar) reported its best-ever year in FY25, with full-year EBITDA of over INR2,700 crores and PAT of INR1,200 crores. Q4 revenue grew 38% to INR18,230 crores and volumes grew 8%, while full-year volumes grew 9% and revenue 24%. The Food & FMCG segment crossed INR6,000 crores for the first time, growing 26% YoY, and the company is targeting INR10,000 crores in food revenue by FY27. Management guided edible oil EBITDA per ton at INR3,500–3,600 and edible oil volume growth of 7–8% for FY26, but cautioned that next year's margins will be lower than FY25 because that year had one-off favorable commodity cycle gains. The recently acquired GD Foods (sauces, pickles, condiments) was bought at INR603 crores enterprise value (about 1.5x revenue), with plans to double its topline in two years. Capex is expected at INR500–600 crores annually for the next couple of years, and the Gohana food complex is set to fully commission by August 2025.
Strong full-year numbers are positive, but forward guidance of lower FY26 margins due to the absence of one-off commodity gains and softer Q4 edible oil margins may temper near-term expectations. The GD Foods acquisition and clear INR10,000 cr food target by FY27 provide a growth runway, while stock price concerns raised by investors went largely unaddressed.