AWL Agri Business Ltd (NSE:AWL)
₹ 196.13 -1.37 (-0.69%) Market Cap: 253.20 Bil Enterprise Value: 311.12 Bil PE Ratio: 21.94 PB Ratio: 2.43 GF Score: 71/100

Q3 2025 Adani Wilmar Ltd Earnings Call Transcript

Jan 28, 2025 / 02:30AM GMT
Release Date Price: ₹260.6 (-0.23%)

Key Points

Positve
  • Adani Wilmar Ltd (BOM:543458) reported a significant 31% year-on-year growth in revenue for Q3 FY '25, reaching INR16,859 crores.
  • The company achieved a remarkable 57% growth in EBITDA and over 105% growth in PAT compared to the same quarter last year.
  • The Edible Oil segment registered healthy volume growth and delivered a segment profit of INR571 crores for the quarter.
  • The company has successfully expanded its distribution network, now reaching over 2.1 million outlets, with a strong focus on rural areas.
  • Adani Wilmar Ltd (BOM:543458) is making strategic investments in its Food & FMCG business, with a new integrated facility in Gohana expected to enhance production and efficiency.
Negative
  • The Food & FMCG segment reported a segment loss of INR46 crores for the quarter, primarily due to inventory valuation losses in rice.
  • The Industry Essentials segment experienced a volume decline of 3% for the quarter, attributed to lower edible oils business.
  • The company faced challenges in the branded Basmati rice market, with a decrease in market share from 7.4% to 6.1%.
  • Adani Wilmar Ltd (BOM:543458) experienced a 20 basis point drop in overall market share in the Edible Oil segment.
  • The company is dealing with high palm oil prices, which have impacted consumer demand and led to a cautious outlook on volume growth in the Edible Oil segment.
Operator

Ladies and gentlemen, good day, and welcome to the Adani Wilmar Q3 FY '25 Results Conference Call hosted by ICICI Securities.

(Operator Instructions)

I now hand the conference over to Mr Manoj Menon from ICICI Securities. Thank you, and over to you, sir.

Manoj Menon
ICICI Securities - Analyst

Hi everyone. It's wonderful. Good morning, good afternoon, good evening, depending on the part of the world you are joining this call from. Representing ICICI Securities, it's our absolute pleasure once again to post the results conference call of the company. This time with it's Q3 FY '25.

The company is represented today by Angshu Mallick, Chief Executive Officer and Managing Director; Mr. Shrikant Kanhere, Deputy CEO and CFO; Mr. Saumin Sheth, Chief Operating Officer; and the team. Over to the management for the opening remarks, post which, we'll open the floor for Q&A. Thank you, and over to you, sir.

Shrikant Kanhere
Adani Wilmar Ltd - Chief Financial Officer

Thank you, Manoj, and very

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