AWL Agri Business Limited has informed the Exchange about Investor Presentation
AWL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
AWL Agri Business filed its investor presentation for Q2 and H1 FY26 (quarter and half year ended September 30, 2025). Q2 FY26 consolidated revenue grew 22% YoY to INR 17,605 crore, while PAT declined 21% YoY to INR 245 crore due to a high base quarter. Overall volumes rose 7% QoQ to 1.68 million MT, with Food & FMCG segment volumes jumping 21% QoQ. For H1 FY26, revenue was up 21% YoY at INR 34,663 crore but PAT fell 23% YoY to INR 483 crore. Industry Essentials posted strong results with PBT up 135% YoY to INR 131 crore, while Edible Oil PBT fell 55% YoY to INR 171 crore. Quick commerce sales volumes surged 86% YoY in Q2, and LTM operating EBITDA stood at INR 2,328 crore. The company targets ROCE of 20-25%+ at the company level as the Food business matures.
Mixed quarter with healthy revenue growth but profit pressure from a tough base. Food & FMCG and digital channels are scaling well and offer long-term growth, but edible oil margins are under pressure from FTA-driven imports and weak consumer demand, which could weigh on near-term profitability.