Please find enclosed transcript of conference call with the Investors and Analysts held on May 4, 2026
GODREJAGRO · price
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Godrej Agrovet delivered a strong Q4 FY'26 with consolidated revenues of INR 2,333 crores (up 9% YoY) and PBT of INR 87 crores (up 16.8% YoY). For full year FY'26, the company crossed the INR 10,000 crore revenue milestone at INR 10,233 crores with 17.2% PBT growth to INR 569 crores. Animal Nutrition was a standout with Q4 volumes growing 15% YoY and cattle feed up 24%. Oil Palm achieved record area expansion and highest-ever oil extraction ratio. The company guided for FY'27 targeting early double-digit revenue growth and mid-teens PBT growth, with all major segments expected to deliver double-digit volume growth. Key risks include below-normal monsoon predictions and geopolitical uncertainty from the Iran war affecting crude oil and commodity prices.
The company demonstrated strong execution with margin expansion and working capital improvement, indicating operational efficiency gains. The clear FY'27 guidance and multi-year strategic transformation plan (diversifying Crop Care portfolio, scaling CDMO in Astec, shifting to branded/value-added products) provides visibility, though near-term headwinds from weak monsoons and geopolitical uncertainty may create volatility.