Godrej Agrovet Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Godrej Agrovet reported consolidated Q1 FY27 sales of Rs 2,852 crores, up 10% year-on-year, with strong performance in Animal Nutrition and Oil Palm offsetting weakness in Crop Care caused by a delayed monsoon and slower kharif sowing. Astec LifeSciences sustained its recovery and remained at EBITDA breakeven versus a loss in the prior-year quarter, while the Dairy and Godrej Foods businesses saw revenue growth pressured by elevated milk procurement costs and input inflation. Management discussed a strategic shift in Oil Palm toward downstream value-added products, a planned reduction of the live bird trading business, and a route-to-market transformation underway in the dairy business.
Godrej Agrovet reported consolidated Q4 FY'26 revenue of Rs 2,333 crore, up 9% year-on-year, with profit before tax excluding exceptional items up 16.8% to Rs 87 crore. For the full year, consolidated revenue crossed Rs 10,000 crore for the first time at Rs 10,233 crore, up 9%, while PBT excluding exceptional items rose 17.2% to Rs 569 crore. Management described growth across Animal Nutrition, oil palm and Astec LifeSciences, while Crop Care remained impacted by carry-forward channel inventory and Creamline Dairy profitability stayed under pressure from elevated milk procurement costs.