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Nepal soya imports continue to pressure market share
View Risks →AWL Agri Business Limited — Q3 FY26
AWL Agri Business reported a mixed Q3 FY26 with consolidated volume growth of 3% YoY and revenue growth of 10% YoY, driven by edible oil volumes rising 8% and strong alternate channel growth of 42%.
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AWL Agri Business reported a mixed Q3 FY26 with consolidated volume growth of 3% YoY and revenue growth of 10% YoY, driven by edible oil volumes rising 8% and strong alternate channel growth of 42%. Core brand Fortune grew 13% YoY, while Kohinoor surged 32%. However, food volumes were flat excluding government sales, impacted by pricing actions in wheat and non-basmati rice consolidation. Management maintained EBITDA per ton guidance of ₹3,500-3,600, with Q3 EBITDA at ₹637 crore. The company sees stable commodity prices aiding demand recovery, with single-digit edible oil and double-digit food growth expected. Risks include continued Nepal soya imports and delayed achievement of the ₹10,000 crore food revenue target (now likely FY28).
AWL एग्री बिज़नेस ने तीसरी तिमाही में मिला-जुला प्रदर्शन दिखाया। कंपनी की कुल बिक्री 3% बढ़ी और कमाई 10% बढ़ी, जिसमें खाने के तेल की बिक्री 8% और दूसरे रास्तों से बिक्री 42% बढ़ी। फॉर्च्यून ब्रांड की बिक्री 13% और कोहिनूर की 32% बढ़ी। लेकिन सरकारी बिक्री को छोड़कर खाद्य पदार्थों की बिक्री सपाट रही, क्योंकि गेहूं और चावल के दामों में बदलाव किया गया। कंपनी ने हर टन पर ₹3,500-3,600 कमाई का अनुमान बनाए रखा है। तीसरी तिमाही में कुल कमाई ₹637 करोड़ रही। कंपनी को उम्मीद है कि स्थिर कीमतों से मांग बढ़ेगी और खाने के तेल में एक अंक और खाद्य में दो अंकों की बढ़त होगी। जोखिमों में नेपाल से सोयाबीन आयात और ₹10,000 करोड़ के खाद्य लक्ष्य में देरी (अब FY28 तक) शामिल है।
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Read Transcript →Quarter Snapshot
Alternate channel volume growth
42%
+42% YoY
Alternate channels (quick commerce, e-commerce) grew 42% YoY, now 30% of alternate volumes from quick commerce.
Fortune brand growth
13%
+13% YoY
Core Fortune brand delivered 13% YoY growth, indicating consumer preference returning to premium brands.
Basmati rice market share
11.9%
+? pp YoY
Basmati rice market share crossed 11.9% on a MAT basis, showing meaningful improvement.
Quick commerce volume growth
65%
+65% YoY
Quick commerce volumes grew 65% YoY, now 30% of alternate channel volumes.
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Guidance and risk preview
Management reiterated sustainable EBITDA per ton range of ₹3,500-3,600, supported by risk management and non-speculative positions.
Nepal soya imports under SAFTA, though reduced 30-40% to ~125,000 tons/quarter, still impact key northern markets where AWL has >50% share.
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