Refines and markets edible oils, with operations spread across plants including a new Mangalore refinery and a Krishnapatnam facility. FY26 consolidated revenue was Rs 24,076.98 crore and net profit Rs 369.38 crore, with volume of 19.2 lakh MT sold in FY26, up about 13% YoY. A biodiesel facility was commissioned and export partnerships were expanded, with the Singapore-based step-down subsidiary Riya International PTE Ltd supporting overseas trade. Q1 FY27 consolidated revenue reached Rs 5,281.95 crore, up 7.3% YoY, with net profit Rs 122.97 crore. The business runs on very thin margins — FY26 EBITDA margin was 2.97% — driven by raw material costs that absorb 76.3% of revenue. A Rs 430 crore capex plan was approved in FY26 to expand capacity across all plants, alongside a Rs 12.50 crore solar power project at Krishnapatnam for captive use. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Edible oils, Biodiesel, Exports. Asset-heavy, thin-margin edible oil processing and trading
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 10,391 | 10,740 | 13,854 | 19,551 | 24,077 |
| EBITDA (ex other income) | 225 | 282 | 295 | 528 | 676 |
| margin % | 2.2 | 2.6 | 2.1 | 2.7 | 2.8 |
| Owners' profit | 0 | 0 | 0 | 246 | 370 |
| EPS, as reported (₹) | 9.02 | 9.18 | 9.20 | 16.64 | 12.52 |
| ROE % · ROCE % | 26.1 · 36.6 | 20.4 · 28.2 | 17.3 · 26.4 | 23.7 · 35.5 | 26.0 · 36.6 |
| Debt / equity (x) | 0.65 | 0.72 | 0.75 | 0.51 | 0.40 |
| Cash from operations | 40 | 20 | 355 | 467 | 325 |
| Capex | (0) | (209) | (318) | (238) | (106) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4,812 | 4,988 | 5,462 | 4,924 | 6,638 | 6,314 | 6,200 | 5,282 |
| Profit before tax | 97 | 91 | 70 | 90 | 139 | 109 | 148 | 158 |
| Net profit | 71 | 73 | 49 | 72 | 101 | 78 | 119 | 123 |
| EPS (₹) | 4.84 | 4.91 | 3.30 | 4.85 | 6.86 | 2.63 | 4.03 | 4.16 |
| 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 |
| 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 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 29 Aug 2026 · Notice of 12th AGM on Sep 18, 2026 and e-voting procedure | compliance | minimal | — | — |
| 27 Aug 2026 · Letter to shareholders for 12th AGM and Annual Report FY 2025-26 | compliance | minimal | — | — |
| 27 Aug 2026 · Gokul Agro Resources files BRSR for FY26 - regulatory compliance | compliance | minimal | — | — |
| 27 Aug 2026 · Annual Report FY26: Revenue Rs 24,077 cr, PAT Rs 370 cr | investor communications | medium | — | — |
| 27 Aug 2026 · Notice of 12th AGM on September 18, 2026 via video conferencing | board shareholder meetings | low | — | — |
| 20 Aug 2026 · Investor Presentation: Q1FY27 results, EBITDA up 52% YoY | investor communications | medium | — | — |
| 18 Aug 2026 · AGM notice: 12th AGM on Sept 18, 2026 via video conferencing | compliance | minimal | — | — |
| 30 Jul 2026 · Gokul Agro Q1 FY27 Results: Net Profit up 71% at Rs 122.97 cr | compliance | minimal | — | — |
| 29 Jul 2026 · Gokul Agro Q1FY27: Revenue Rs 5,282 Cr, PAT up 74% YoY | compliance | low | — | — |
| 29 Jul 2026 · Gokul Agro Q1 FY27 net profit up about 74 percent on consolidated basis | results | high | — | — |
| 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 |
| 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) | 12.8 | 17.2 | 11 of 29 | 64% |
| P/B | 4.7 | 1.3 | 22 of 24 | 9% |
| ROCE | 26.9 | 7.1 | 3 of 31 | 93% |
| ROE | 26.0 | 6.8 | 3 of 26 | 92% |
| Debt / Equity | 0.4 | 0.2 | 16 of 26 | 40% |
| EBITDA margin | 4.1 | 4.4 | 15 of 26 | 44% |
| Revenue growth | 7.3 | 5.0 | 11 of 25 | 58% |
| Profit growth | 71.3 | 27.1 | 8 of 23 | 68% |
| Market cap | 6696 | 109 | 4 of 30 | 90% |
| 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.
