Q2 2026 AWL Agri Business Ltd Earnings Call Transcript
Key Points
- AWL Agri Business Ltd (BOM:543458) reported a sequential volume growth of 7% in Q2 FY26, indicating a recovery in demand.
- The company achieved a sequential EBITDA growth of 7%, reaching INR600 crore in Q2 FY26.
- AWL Agri Business Ltd's alternate channel is showing strong growth, with quick commerce growing over 80% and branded exports increasing by 37% on a last twelve months basis.
- The company has maintained a gross margin of INR11,000 per tonne and an EBITDA of INR3,500 per tonne, aligning with their guidance.
- AWL Agri Business Ltd is expanding its distribution network, now reaching close to 900,000 outlets directly, with significant growth in rural areas.
- Year-on-year, the company experienced a 9% decline in EBITDA and a 21% decline in PAT due to last year's exceptional commodity cycle gains.
- The edible oil segment saw a 55% drop in PBT due to low volumes and higher interest costs from increased working capital.
- Imports from Nepal, benefiting from a differential duty structure, are impacting the domestic edible oil market, contributing to a decline in AWL Agri Business Ltd's market share.
- The food and FMCG segment experienced a 10% volume decline, attributed to increased competition from small regional players.
- The company's overall market share in refined oil consumer packs has decreased by approximately 50 basis points due to competitive pressures from cheaper Nepalese imports.
Ladies and gentlemen, good day, and welcome to AWL Agri Business Q2 FY26 earnings conference call hosted by ICICI Securities. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Dhiraj Mistry from ICICI Securities.
Thank you, and over to you, Mr. Mistry.
Hi. Good morning, everyone. I would like to thank the management of AWL Agri to give this opportunity to host this call. From the management, we have with us Mr. Angshu Mallick, Executive Deputy Chairman; Mr. Shrikant Kanhere, MD and CEO; Mr. Saumin Sheth, Executive Director and CEO; and Mr. Pankaj Goyal, Interim CFO. Over to you, sir.
Yeah. Thank you very much, Mr. Mistry. A very warm welcome and very warm good morning to all the participants who are joining the call. I'll take you through a quick deck just to talk about the performance of the
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