AWL · price
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AWL Agri Business delivered a strong Q4 FY26 with 14% volume growth to 1.9 million metric tons and highest ever quarterly revenue of INR 21,000+ crores (18% YoY). EBITDA grew 40% and PAT grew 50%+ YoY. For full year FY26, the company crossed INR 74,000 crores revenue with PAT exceeding INR 1,000 crores. Key growth drivers included edible oil (17% volume growth), HoReCa channel (64% YoY), alternate channel (43% YoY), and Kohinoor brand (39% YoY). The company clarified that edible oil prices flared up 10% in March due to the Iran conflict, with cost pressures on packaging materials expected to impact Q1 FY27. Management maintained its steady-state EBITDA guidance of INR 3,500-3,600 per ton and indicated the Food segment will prioritize volume over margins through FY27.
The strong quarterly performance demonstrates operational resilience despite geopolitical disruptions, but the company's decision to prioritize volume growth over margins in the Foods business (targeting 1.5 million tons by FY27) and expect Q1 margin pressure from cost inflation suggests near-term profitability may take a backseat to market share gains.