AWL Agri Business Ltd (NSE:AWL)

Q3 2026 AWL Agri Business Ltd Earnings Call Transcript

Feb 3, 2026 / 12:00 PM GMT

Release Date Price: ₹215.12 (+1.16%)

Transcript

Key Points

Positve

AWL Agri Business Ltd (BOM:543458) reported a 10% increase in revenue and a 3% growth in overall volume year-on-year for Q3 FY26.
The company's core brands, including Fortune oils and Kohinoor, showed strong performance with Fortune delivering a 13% growth and Kohinoor registering a 32% growth.
The company maintained a stable pricing environment and disciplined execution, leading to profitability in line with management estimates.
AWL's alternate channels, including HoReCa and branded exports, showed strong momentum with a 42% year-on-year growth in volume.
The company is expanding its distribution network, now reaching close to 950,000 outlets across India, with a focus on improving throughput and efficiency.

Negative

The operating environment remained mixed with heightened volatility in sunflower oil prices due to the Ukraine conflict.
Wheat prices remained rangebound, putting larger players like AWL at a disadvantage compared to smaller repackers.
Industry Essentials segment saw a decline due to challenging macroeconomic conditions in castor.
The food business, while EBITDA positive, is still in an investment phase and may take two to three years to deliver meaningful margins.
The company faces competitive pressure from cheaper soya imports under the SAFTA route, impacting market dynamics.

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

AWLA.NS - AWL Agri Business Ltd
Q3 2026 AWL Agri Business Ltd Earnings Call
Feb 03, 2026 / 12:00PM GMT

=====================
Conference Call Participants
=====================
* Ashutosh Joytiraditya
ICICI Securities Ltd - Analyst
* Sanjay Shah
KSA Securities Private Limited - Analyst
* Harit Kapoor
Investec Bank PLC - Equity Analyst
* Dhiraj Mistry
ICICI Securities Ltd - Analyst

=====================
Presentation
--------------------------------------------------------------------------------
Operator [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the AWL Agribusiness Limited Q3 FY26 earnings conference call hosted by ICICI Securities Limited.

(Operator Instructions). I now hand the conference over to Mr. Ashutosh Joytiraditya from ICICI Securities Limited.

Thank you and over to you, sir.

-----------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.