Godrej Agrovet Ltd (BOM:540743)

Q1 2026 Godrej Agrovet Ltd Earnings Call Transcript

Aug 7, 2025 / 10:30 AM GMT

Release Date Price: ₹812.65 (-2.31%)

Transcript

Key Points

Positve

Godrej Agrovet Ltd (NSE:GODREJAGRO) reported an 11% growth in consolidated revenue from operations, reaching INR 2,614 crore in Q1 fiscal year '26.
Profit before tax improved significantly from INR 151 crore in Q1 fiscal year '25 to INR 188 crore in Q1 fiscal year '26.
The vegetable oil segment saw significant improvements in revenue and margins due to increased average realizations and higher fresh fruit bunch arrivals.
Aztec Life Sciences reported a 31% year-on-year revenue improvement, driven by higher volumes and lower raw material costs.
The company launched a new in-licensed maize herbicide, Ashikata, which has a theoretical potential of INR 200 crore in revenue over the next few years.

Negative

Animal feed segment experienced flat revenue and margins despite an 8% volume growth due to lower realizations.
The crop protection segment faced lower net realizations and higher discounts, resulting in marginally lower segment margins.
The dairy segment's margins declined due to increased milk procurement prices and early rains impacting the sale of value-added products.
The poultry and processed food segment recorded a decline in revenue and margins due to low volumes and muted realizations in the live bird category.
The company's joint venture in Bangladesh, ACI Gri, experienced a 2% revenue decline year-on-year due to volume contraction in a challenging political and economic environment.

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

GODE.NS - Godrej Agrovet Ltd
Q1 2026 Godrej Agrovet Ltd Earnings Call
Aug 07, 2025 / 10:30AM 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 Gurij Agrovate Limited Q1 F 526 earnings conference call.

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 this conference call, please signal an operator by pressing then 0 on your touchtone phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Propo Singh from ICICS Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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