AWL Agri Business Limited has informed the Exchange about Transcript
AWL · price
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Awaiting price reaction for this filing.
AWL Agri Business (formerly Adani Wilmar) reported Q1 FY26 revenue of over INR17,000 crores, up 21% year-on-year, with volumes of 1.58 million tons (down 5%, but only 2% ex-government-to-government rice business). EBITDA stood at INR572 crores and PAT at INR238 crores, with EBITDA down 60% on a high base of favorable commodity prices last year. Per-ton gross margin was INR11,121 and EBITDA per ton was INR3,600-plus, which management termed in line with normalized levels. Alternate channel revenue touched INR3,900+ crores with quick commerce growing 73% year-on-year. Branded exports crossed INR300 crores (up 22%). Company guided edible oil quarterly EBITDA of INR375-400 crores going forward, food business margins better than last year, and food & FMCG revenue target of INR10,000 crores by exit FY27. Capex guided at INR500-600 crores annually.
Stock may react positively given management reiterated normalized per-ton margins in edible oil, strong quick commerce growth, and provided clear guidance on food business hitting INR10,000 crores by FY27 exit. However, the 60% YoY EBITDA decline (despite it being a base effect) and flat underlying food volumes ex-rice consolidation could temper enthusiasm. Interest cost reduction and palm oil price correction are incremental positives for margins.