Godrej Agrovet Ltd (BOM:540743)

Q3 2025 Godrej Agrovet Ltd Earnings Call Transcript

Feb 3, 2025 / 10:00 AM GMT

Release Date Price: ₹761.85 (+1.76%)

Transcript

Key Points

Positve

Godrej Agrovet Ltd (NSE:GODREJAGRO) reported strong profit growth in Q3 FY25, driven by robust performance in the vegetable oil, animal feed, and poultry businesses.
The animal feed segment saw a significant improvement in margins, increasing from 4% in Q3 FY24 to 6% in Q3 FY25, due to favorable commodity positions.
The palm oil segment delivered strong results with a 45% year-on-year increase in segment revenue, driven by higher crude palm oil prices and improved oil extraction ratios.
Aztec Life Sciences reduced its EBITDA losses significantly, showing progress in the CDMO business with higher volumes.
The dairy segment showed steady performance, with value-added products reaching 34% of total sales, indicating a positive trend in product mix.

Negative

The standalone crop protection business faced challenges with lower sales volumes in the in-licensed category due to localized weather events and subdued crop prices.
Godrej Agrovet Ltd's joint venture in Bangladesh, ACI Godrej, recorded a 13% decline in revenues year-on-year due to economic challenges and political instability in Bangladesh.
The poultry business experienced a marginal year-on-year revenue decline due to a strategic reduction in live business volume.
Aztec Life Sciences faced a challenging year with flat growth expected in the CDMO segment for FY25, contrary to earlier growth expectations.
The dairy segment faced a drop in EBITDA in Q3 FY25 due to a sudden increase in milk procurement prices, which were not immediately passed on to consumers.

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

GODE.NS - Godrej Agrovet Ltd
Q3 2025 Godrej Agrovet Ltd Earnings Call
Feb 03, 2025 / 10:00AM 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 Godridge. We Limited Q3 F 525 earnings conference call hosted by Philip Capital. As a reminder, all participle 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 star then zero on a touchtone phone.

I now hand the conference over to Mr Hars Desai from Philip Capital. Thank you and over to you, sir.

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Unidentified_2 [2]
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