Q1 2026 AWL Agri Business Ltd Earnings Call Transcript
Key Points
- AWL Agri Business Ltd (BOM:543458) reported a 21% increase in revenue for Q1 FY26, reaching over INR17,000 crore.
- The company achieved a strong growth in branded exports, which increased by 22% and surpassed INR300 crore in revenue.
- Quick commerce showed significant growth, increasing by 73% in Q1 and 79% year-on-year over the last 12 months.
- The Edible Oil portfolio has been growing at an 11% CAGR over the last three years, with a consistent EBITDA trend.
- The company has been recognized as the eighth largest player in India's FMCG sector by market share, according to a Nielsen report.
- Overall volumes declined by 5% compared to last year, primarily due to the absence of government-to-government rice business.
- EBITDA for Q1 FY26 was down by 16% due to a high base year, impacted by the favorable commodity cycle in FY25.
- The Edible Oil segment experienced a decrease in gross profit and EBITDA, attributed to high palm oil prices and inventory adjustments.
- The Food and FMCG segment saw a 5% decline in volume, with challenges in the pulses and besan markets due to government policy changes.
- The Industry Essentials segment's profitability was higher than usual, partly due to one-off factors in the de-oiled cake business, which may not be sustainable.
Ladies and gentlemen, good day and welcome to the Q1 FY26 conference call of AWL Agri Business Limited, hosted by ICICI Securities. (Operator Instructions) Please note that this call is being recorded. I now hand the conference over to Mr. Dhiraj Mistry, analyst from ICICI Securities. Thank you, and over to you.
Thank you, and welcome, everyone. I would like to welcome all for Q1 FY26 AWL Agri Business Earnings Call. We have with us Mr. Angshu Mallick, CEO and MD; Mr. Shrikant, Deputy CEO and CFO; and Mr. Saumin, COO. I would like to hand over the call to the management for their opening remarks. Thank you. Over to you, sir.
Yeah, thank you, and very warm welcome to everyone who is participating in this call of AWL Agri Business for the Q1 FY26. As a ritual, we will take you through a brief presentation. And after the presentation, we will open the floor for question-and
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