Produces and sells edible oils, food staples and personal care products, with edible oil accounting for 80.0% of segment revenue at Rs 59,787.47 crore in FY26. The Industry Essentials segment (Rs 8,469.95 crore, 11.3% of segment revenue) covers oleochemicals and specialty chemicals sold to industrial buyers, while Food & FMCG (Rs 6,473.25 crore, 8.7%) spans basmati rice under the Kohinoor brand, sugar under the newly added Madhur brand, plus pulses, besan, sauces, convenience foods and the Alife soap range sold mainly through retail. The combined distribution network reaches about 135 million Indian households, with the alternate channel (including quick commerce) making up 15% of edible oil volumes in Q4 FY26 and growing 43% year-on-year. Raw materials account for 85.9% of revenue, making commodity inputs — palm, soy and sunflower oils, rice and sugar — the dominant cost driver. A Krishnapatnam oleochemicals plant is being commissioned for Q4 FY27, and management is targeting Rs 1 lakh crore revenue and Rs 4,000 crore EBITDA by 2030. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Edible Oil (80%), Industry Essentials (11%), Food & FMCG (9%). High-volume, low-margin branded FMCG; commodity-driven cost base with capital-light distribution model.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 54,214 | 58,185 | 51,262 | 63,672 | 74,731 |
| EBITDA (ex other income) | 1,736 | 1,661 | 1,082 | 2,482 | 2,105 |
| margin % | 3.2 | 2.9 | 2.1 | 3.9 | 2.8 |
| Owners' profit | 804 | 582 | 148 | 1,225 | 1,042 |
| EPS, as reported (₹) | 6.89 | 4.48 | 1.14 | 9.44 | 8.05 |
| ROE % · ROCE % | 10.6 · 18.8 | 7.1 · 16.8 | 1.8 · 10.8 | 13.0 · 21.7 | 10.0 · 16.8 |
| Debt / equity (x) | 0.34 | 0.27 | 0.29 | 0.18 | 0.08 |
| Cash from operations | 1,059 | 663 | 289 | 2,150 | 3,928 |
| Capex | — | (679) | (932) | (996) | (833) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 14,460 | 16,859 | 18,230 | 17,059 | 17,605 | 18,603 | 21,465 | 20,048 |
| Profit before tax | 402 | 546 | 234 | 311 | 313 | 363 | 380 | 459 |
| Net profit | 311 | 411 | 191 | 238 | 245 | 269 | 293 | 351 |
| EPS (₹) | 2.39 | 3.16 | 1.47 | 1.84 | 1.89 | 2.08 | 2.26 | 2.71 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Edible Oil | 59,787 | 80.0 |
| Food & FMCG | 6,473 | 8.7 |
| Industry Essentials | 8,470 | 11.3 |
| Total, before eliminations | 74,731 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| MARICO LIMITED | 1,04,273 | 55.0 | 23.20 | 41.2 | 40.3 | 38.1 | 11.1 | 21.9 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Analyst/investor meet at Jefferies India Forum 2026 on Sept 17 | board shareholder meetings | low | — | — |
| 3 Sept 2026 · AWL Agri Business gets ESG rating of 63 from NSE Sustainability | business updates | medium | — | — |
| 27 Aug 2026 · Credit rating reaffirmed by CARE Ratings for AWL Agri Business | credit debt | medium | — | — |
| 25 Aug 2026 · Fortune launches new Yellow Mustard Oil variant under AWL portfolio | business updates | medium | — | — |
| 11 Aug 2026 · Investor/analyst meetings scheduled on Aug 13 and 14, 2026 | board shareholder meetings | low | — | — |
| 8 Aug 2026 · AWL clarifies on FSSAI penalty news, says no material impact | regulatory legal | high | — | — |
| 7 Aug 2026 · BSE seeks clarification on FSSAI-related media report | regulatory legal | high | — | — |
| 4 Aug 2026 · AWL Agri Q1 FY27 results: revenue up 18 percent, EBITDA up 34 percent | investor communications | medium | — | — |
| 31 Jul 2026 · AWL Q1 FY27 Results Published: Revenue 20,048 Cr, PAT 351 Cr | compliance | minimal | — | — |
| 30 Jul 2026 · AWL Agri Business shares Q1 FY27 investor call audio recording | investor communications | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| PATANJALI FOODS LIMITED |
| 37,097 |
| 18.8 |
| 2.83 |
| 22.7 |
| 13.9 |
| 10.3 |
| — |
| 4.8 |
| AWL AGRI BUSINESS LIMITED ◆ | 24,002 | 20.8 | 2.30 | 9.2 | 10.0 | 11.1 | — | 3.8 |
| GOKUL AGRO RESOURCES LTD | 6,696 | 12.8 | 4.71 | 9.9 | 26.0 | 26.9 | 23.5 | 4.1 |
| CIAN Agro Ind & Infra Ltd | 3,699 | 11.5 | 1.66 | 9.4 | 10.0 | 7.7 | 53.1 | 32.3 |
| SUNDROP BRANDS LIMITED | 2,492 | 89.3 | 1.69 | 39.8 | 1.4 | 1.7 | — | 6.1 |
| Shri Venkatesh Refineries Limi | 1,128 | 22.8 | — | — | — | 22.2 | — | — |
| KN AGRI RESOURCES LIMITED | 482 | 10.7 | 1.25 | 8.8 | 8.2 | 11.4 | — | 4.3 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 20.8 | 17.2 | 20 of 29 | 32% |
| P/B | 2.3 | 1.3 | 19 of 24 | 22% |
| ROCE | 11.1 | 7.1 | 13 of 31 | 60% |
| ROE | 10.0 | 6.8 | 9 of 26 | 68% |
| Debt / Equity | 0.1 | 0.2 | 9 of 26 | 68% |
| EBITDA margin | 3.8 | 4.4 | 16 of 26 | 40% |
| Revenue growth | 17.5 | 5.0 | 8 of 25 | 71% |
| Profit growth | 47.7 | 27.1 | 11 of 23 | 55% |
| Market cap | 24002 | 109 | 3 of 30 | 93% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
