GODREJAGRONSEGodrej Agrovet LimitedMediumNeutral
Announced Fri, 1 May · 09:49 IST

Godrej Agrovet Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GODREJAGRO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.8%1-day move
₹600.00
prior close
₹607.55
base price
After-mkt
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AI summary

Godrej Agrovet crossed the ₹10,000 crore revenue milestone in FY26, delivering ₹10,233 crore with 9.1% growth. Profit before tax grew 17% to ₹569 crore while PAT rose 14% to ₹440 crore. EBITDA margin improved marginally to 9.1% from 9.0% YoY. Oil Palm segment was the star performer with 68% EBIT growth driven by 42% revenue growth and improved oil extraction ratio. Animal Nutrition showed robust volume growth of 12% with 19% segment result improvement. However, Crop Care and Dairy segments faced headwinds—Crop Care segment result declined 27% due to weather and regulatory disruptions, while Dairy EBITDA fell 33% due to elevated milk procurement costs. Working capital significantly improved with average NWC reducing from 1,172 days to 686 days over three years, and ROCE expanded from 13% to 20%.

Likely market impact

The company demonstrated strong overall performance with margin expansion in key segments like Oil Palm and Animal Nutrition, offsetting weakness in Crop Care and Dairy. The significant improvement in working capital and ROCE signals better capital efficiency. However, margin pressure in the Dairy business due to high milk procurement prices remains a concern for near-term profitability.