Q2 2025 Adani Wilmar Ltd Earnings Call Transcript
Key Points
- Adani Wilmar Ltd (BOM:543458) reported a strong quarter with a 13% increase in volume and a 19% increase in revenue.
- The company achieved a significant EBITDA of INR621 crore and a PAT of INR326 crore on a standalone basis.
- Edible oil segment showed impressive growth with a 21% increase in revenue and a 17% increase in volume.
- Food and FMCG segment grew by 34% in revenue, driven by strong performance in wheat flour, pulses, and other food products.
- The company is expanding its distribution network, reaching over 770,000 retail outlets and 36,000 rural towns, with a target to reach 50,000 towns by March 2025.
- Bangladesh operations continue to be under stress, contributing to a loss of INR51 crore in H1.
- Industry essentials segment experienced a de-growth of 9% in the quarter, primarily due to challenges in the oilseed business.
- Food and FMCG segment remains close to EBITDA neutral, with challenges in passing on inflationary costs to consumers.
- Branded rice sales underperformed due to a decrease in basmati rice prices and inventory adjustments by retailers.
- The company faces challenges in the South Indian market, where its penetration is relatively low compared to the potential.
Ladies and gentlemen, good day, and welcome to the Q2 FY25 earnings conference call of Adani Wilmar Limited, hosted by ICICI Securities. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Karan Bhuwania from ICICI Securities. Thank you, and over to you, sir.
Thank you, Michelle. Good morning, everyone. It's our pleasure at ISEC to host Q2 FY25 results conference call of Adani Wilmar. From the management, we have Mr. Angshu Mallick, Chief Executive Officer and Managing Director; Mr. Shrikant Kanhere, Chief Financial Officer; and Mr. Saumin Sheth, Chief Operating Officer. I'll hand over the call to Shrikant sir for his opening remarks, post which we can open for Q&A. Thank you. Over to you, sir.
Yeah. Thank you, and a very warm welcome to all the participants joining this call. Our sincere apology for starting this call a little late. The technology
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