AWL Agri Business Ltd

COGS for the period under review was Rs 15,555 crore, up 23% YoY. The company stated that over the past four quarters, edible oil prices have experienced significant inflation, leading to softness in consumer demand. Growth has been primarily price-led, while consumption volumes remain under pressure. Q2 edible oil revenue was Rs 13,828 crore, up 26% YoY, with an underlying volume growth of 2% YoY. The Food & FMCG segment posted strong sequential momentum with 21% QoQ volume growth and revenue of Rs 1,681 crore. As compared with Q2 FY25, the revenue and volume are down by 2% and 10%, respectively. The Industry Essentials volume grew by around 20% YoY driven by the growth in oleochemicals and de-oiled cake business. The segment recorded revenue of Rs 2,096 crore, up by 19% YoY. EBITDA declined by 9.2% to Rs 609 crore in Q2 FY26 from Rs 671 crore posted in Q2 FY25. Profit before tax in Q2 FY26 stood at Rs 313 crore, down by 22% from Rs 402 crore recorded in Q2 FY25. Angshu Mallick, MD & CEO, AWL Agri Business, said: 'Consumer demand remained below expectations through the fiscal year, leading to lower-than planned volume growth. Nevertheless, the company demonstrated agility in navigating external challenges, delivering a 7% sequential increase in sales volumes in Q2 over Q1. Realization in edible oils business was higher due to YoY increase in the commodity prices, which also led to the softening of consumer demand in edible oils. In the rice business, we delivered a strong turnaround in this financial year, achieving 30%+ volume growth in our branded Basmati business in both Q1 and Q2, along with improved overall profitability in the rice portfolio. Quick commerce sales maintained strong momentum, delivering 86% YoY volume growth in Q2 and overall revenue from alternate channels (MT + Ecom) surpassed INR 4,400 crores over the last twelve months. According to internal estimates, our market share in e-commerce (including quick commerce) stands at roughly 50% in Soya oil, approximately 40% in Mustard oil, around 30% in besan (gram flour), nearly 25% in Sunflower oil and in the low teens for wheat flour - reflecting strong consumer preference for the 'Fortune' brand. Food & FMCG volumes have already surpassed edible oils in alternate channels, and we aim to drive deeper penetration in general trade to achieve double-digit volume growth for the segment.' AWL Agri Business is engaged in manufacturing of wide range of products, including edible oils, non-edible oil, de-oiled cake (DOC), vanaspati, specialty fats, food & FMCG products such as wheat, besan, atta, rice, and oleo chemicals, among others. Singapore-based Wilmar Group is the largest stakeholder in the company. The scrip shed 0.53% to currently trade at Rs 273.15 on the BSE. Powered by Capital Market - Live

Net profit of AWL Agri Business declined 21.32% to Rs 244.72 crore in the quarter ended September 2025 as against Rs 311.02 crore during the previous quarter ended September 2024. Sales rose 21.74% to Rs 17604.57 crore in the quarter ended September 2025 as against Rs 14460.45 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales17604.5714460.45 22 OPM %3.914.26 - PBDT419.95494.30 -15 PBT312.92401.87 -22 NP244.72311.02 -21 Powered by Capital Market - Live

AWL Agri Business will hold a meeting of the Board of Directors of the Company on 3 November 2025.Powered by Capital Market - Live

Inventurus Knowledge Solutions Ltd, Nuvoco Vistas Corporation Ltd, Afcons Infrastructure Ltd, Clean Science & Technology Ltd are among the other stocks to see a surge in volumes on BSE today, 18 July 2025.AWL Agri Business Ltd clocked volume of 1359.72 lakh shares by 10:46 IST on BSE, a 229.24 times surge over two-week average daily volume of 5.93 lakh shares. The stock lost 0.34% to Rs.277.30. Volumes stood at 40.98 lakh shares in the last session.Inventurus Knowledge Solutions Ltd notched up volume of 3.09 lakh shares by 10:46 IST on BSE, a 44.55 fold spurt over two-week average daily volume of 6946 shares. The stock slipped 0.33% to Rs.1,607.35. Volumes stood at 2998 shares in the last session.Nuvoco Vistas Corporation Ltd saw volume of 3.1 lakh shares by 10:46 IST on BSE, a 16.87 fold spurt over two-week average daily volume of 18344 shares. The stock increased 3.62% to Rs.396.50. Volumes stood at 27024 shares in the last session.Afcons Infrastructure Ltd clocked volume of 3.6 lakh shares by 10:46 IST on BSE, a 11.32 times surge over two-week average daily volume of 31844 shares. The stock gained 1.52% to Rs.422.90. Volumes stood at 50266 shares in the last session.Clean Science & Technology Ltd registered volume of 31522 shares by 10:46 IST on BSE, a 8.19 fold spurt over two-week average daily volume of 3847 shares. The stock slipped 7.61% to Rs.1,335.90. Volumes stood at 2997 shares in the last session.Powered by Capital Market - Live

Net profit of AWL Agri Business declined 24.51% to Rs 236.43 crore in the quarter ended June 2025 as against Rs 313.20 crore during the previous quarter ended June 2024. Sales rose 20.52% to Rs 17058.65 crore in the quarter ended June 2025 as against Rs 14153.85 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales17058.6514153.85 21 OPM %2.144.42 - PBDT413.35514.59 -20 PBT310.60418.17 -26 NP236.43313.20 -25 Powered by Capital Market - Live

However, revenue from operations jumped 20.52% YoY to Rs 17,058.65 crore in the quarter ended 30 June 2025, marking the company's highest-ever Q1 revenue. Profit before tax was at Rs 310.60 crore in Q1 FY26, down 25.72% as against Rs 418.17 crore in Q1 FY25. In Q1 FY26, operating EBITDA stood at Rs 519 crore. On an LTM basis, the company delivered an operating EBITDA of Rs 2,384 crore. The company faced a challenging quarter, impacted by a combination of headwinds, including subdued consumer demand, the strategic consolidation of regional rice operations, the absence of a one-off G2G rice order from the base quarter, and fluctuations in edible oil prices. These factors led to a 5% year-on-year decline in overall volumes in Q1 FY26, with the rice segment being the primary drag. However, core categories showed healthy volume growth, and revenue increased by 21% YoY, driven by higher realizations in the edible oil segment. In Q1 FY26, revenue from edible oils rose 26% YoY to Rs 13,415 crore, despite a 4% YoY decline in volumes to 0.96 million tonnes. Excluding palm oil, branded volumes grew in the low single digits, driven by sustained strong performance in mustard oil. Volatility in crude edible oil prices, driven by reduced customs duties, global geopolitical tensions, and a higher biodiesel mandate in the U.S., led to trade destocking during the quarter. In Q1, the Food & FMCG segment reported revenue of Rs 1,414 crore, reflecting an 8% YoY decline, primarily due to the consolidation of the non-basmati rice business, the absence of a one-off G2G rice order in the base year, and lower rice exports. In the wheat flour category, volumes were impacted by subdued consumer demand, higher brand premiums, and increased local competition. Other food categories continued to register robust growth, with pulses & besan, soya nuggets, sugar, and poha all sustaining high-teen percentage increases in volume. The company expects these categories to maintain strong momentum, supported by rising demand from quick-commerce channels and an expanding outlet reach. The Industry Essentials segment saw a volume growth of around 6% YoY, driven by strong performance in the de-oiled cake business. Meanwhile, volumes in oleochemicals and castor oil & derivatives remained largely flat in Q1, primarily due to near full utilization of capacity. The Industry Essentials segment crossed the Rs 2,000 crore quarterly revenue milestone in Q1, recording Rs 2,230 crore, up 12% YoY. In castor oil, the company retained its position as India's highest exporter and continued to expand into newer markets. The segment also delivered strong profits, with a PBT of Rs 100 crore, marking the highest profit in the last 12 quarters. On the distribution front, direct retail reach grew 18% YoY to 8.7 lakh outlets, with rural town coverage expanding to around 55,000'representing a tenfold increase since FY22. Having surpassed the target of 50,000 rural towns, the focus is now on driving higher throughput from newly added towns and outlets. Alternate channels generated over Rs 3,900 crore in revenue on an LTM basis as of June 2025, driven by strong volume growth in quick commerce, which saw a 75% increase in Q1. This growth reflects continued improvements in assortment, availability, and promotional strategies. Angshu Mallick, MD & CEO, AWL Agri Business, said, 'the company witnessed a temporary volume decline, primarily influenced by the consolidation of its regional rice operations and muted consumer demand. Encouragingly, the core categories delivered healthy volume growth, and revenue rose 21% YoY, driven by higher edible oil realizations. We also delivered healthy profits in LTM Jun '25 with operating EBITDA of Rs 2,384 crores and PAT of Rs 1,151 crores, nearing our highest-ever rolling 12-months profits, despite the headwind of custom duty cuts on edible oils. Our focus on improving the profitability in the Food & FMCG segment has led to highest-ever PBT of 75 crores in Q1, with PBT margin of 5.3%. The reduction in customs duty on crude edible oils is expected to positively impact domestic refiners by boosting sales and curbing refined oil imports from both SAARC nations and edible oil producing countries. Additionally, the normalization of palm oil prices is likely to support volume growth in the coming quarters. In the rice business, we delivered a strong turnaround in Q1, achieving double-digit volume growth in our Basmati business along with improved overall profitability in the rice portfolio. With the resiliency of our core business and large opportunity, we expect to continue to benefit from the formalization of the Indian staple food industry.' AWL Agri Business (formerly Adani Wilmar) is one of India's largest food and FMCG companies, offering a wide range of essential kitchen staples such as edible oils, wheat flour, rice, pulses, and sugar. Its flagship brand, Fortune, is trusted by over 123 million households, reaching one in three Indian families. Powered by Capital Market - Live

AWL Agri Business announced that NSE Sustainability Ratings & Analytics (NSE Sustainability), has assigned the Environmental, Social, and Governance (ESG) rating of 61 to the Company.Powered by Capital Market - Live

AWL Agri Business will hold a meeting of the Board of Directors of the Company on 15 July 2025.Powered by Capital Market - Live

AWL Agri Business announced that the 27th Annual General Meeting(AGM) of the company will be held on 26 June 2025.Powered by Capital Market - Live

Net profit of AWL Agri Business rose 21.39% to Rs 190.28 crore in the quarter ended March 2025 as against Rs 156.75 crore during the previous quarter ended March 2024. Sales rose 37.86% to Rs 18229.59 crore in the quarter ended March 2025 as against Rs 13222.83 crore during the previous quarter ended March 2024. For the full year,net profit rose 727.81% to Rs 1225.08 crore in the year ended March 2025 as against Rs 147.99 crore during the previous year ended March 2024. Sales rose 24.30% to Rs 63672.24 crore in the year ended March 2025 as against Rs 51225.10 crore during the previous year ended March 2024. ParticularsQuarter EndedYear EndedMar. 2025Mar. 2024% Var.Mar. 2025Mar. 2024% Var. Sales18229.5913222.83 38 63672.2451225.10 24 OPM %2.462.70 -3.902.22 - PBDT332.15290.09 14 1995.72679.76 194 PBT234.34210.89 11 1600.62315.91 407 NP190.28156.75 21 1225.08147.99 728 Powered by Capital Market - Live