Q4 2026 Venky's (India) Ltd Earnings Call Transcript

May 15, 2026 / 09:00 AM GMT

Release Date Price: ₹1617.2 (+2.34%)

Transcript

Key Points

Positve

The animal health product segment has registered satisfactory performance, showing consistent growth and profitability.
The oil seed segment continued to improve, with expectations of better performance in the upcoming winter season.
Recent improvements in realization are visible, indicating a positive trend for future quarters.
The company has a packed production line, which is expected to help recover losses and potentially generate profits in the coming months.
The management is optimistic about better performance in the second half of the financial year due to improved market conditions and lower raw material costs.

Negative

The company's financial performance was negatively impacted by a significant fall in profit margins in the poultry and poultry product segment.
Sales turnover and profitability were affected due to low realization in day-old broiler chicks, CBF birds, and broiler hygiene eggs.
The poultry segment faced challenges due to festivals, abnormal rains, and flooding in the northern region, affecting operations.
There is a substantial increase in competitive intensity in the poultry segment, impacting market share and profitability.
The company has faced criticism from investors regarding poor stock performance and shareholder value erosion over the years.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VENK.NS - Venky's (India) Ltd
Q4 2026 Venky's (India) Ltd Earnings Call
May 15, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to Venky's Q2 FY26 Earnings Conference Call hosted by ICICI Securities.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing and 0 on a touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Prabul Sen from ICICI Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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