Q4 2025 Venky's (India) Ltd Earnings Call Transcript

May 13, 2025 / 08:30 AM GMT

Release Date Price: ₹1631.8 (-0.62%)

Transcript

Key Points

Positve

The animal health product segment showed a growth of around 20-21% year-over-year, indicating strong performance and potential for future growth.
The company reported an increase in poultry segment revenue from INR 1,755 crore in FY24 to INR 1,927 crore in FY25, reflecting a 10% growth.
Venkys (India) Ltd (BOM:523261) is expanding its SPF (Specific Pathogen Free) capacity, which is expected to enhance production capabilities and meet increasing demand.
The company is venturing into ready-to-cook spices, which is expected to have good potential in both local and export markets.
The animal health segment is expected to see a top-line growth of 15% in FY26, supported by new product lines and increased capacity utilization.

Negative

Profit margins in the poultry segment were negatively impacted due to a fall in broiler bird realization prices and increased maize costs.
The company faced challenges in the oil segment, with profitability not improving significantly despite anti-dumping duties on oils.
There was a significant increase in receivables, particularly from the parent company, raising concerns about cash flow management.
The poultry segment's EBIT fell significantly in Q4 due to lower consumption during the Kumbh Mela, impacting overall profitability.
The company is facing competitive pressure from other players like IB Group, which have shown higher revenue growth rates in the poultry segment.

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

VENK.NS - Venky's (India) Ltd
Q4 2025 Venky's (India) Ltd Earnings Call
May 13, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the, an FI 25 earnings conference call of Wey's India Limited, hosted by ICICI Securities Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Probal Singh from ICIC Securities Limited.

Thank you and over to you.

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Unidentified_2 [2

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