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Input cost inflation from Iran conflict
View Risks →AWL Agri Business Limited — Q4 FY26
AWL Agri Business delivered a strong Q4 FY26 with consolidated revenue of ₹21,000 crore (+18% YoY), EBITDA of ₹628 crore (+40% YoY), and PAT of ₹293 crore (+54% YoY).
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AWL Agri Business delivered a strong Q4 FY26 with consolidated revenue of ₹21,000 crore (+18% YoY), EBITDA of ₹628 crore (+40% YoY), and PAT of ₹293 crore (+54% YoY). Volume growth of 14% was driven by edible oil (+17%), while food & FMCG grew 6%. The company achieved highest-ever quarterly revenue and PAT, with EBITDA per ton at ₹3,400 (+23% YoY). Management guided for double-digit food volume growth in FY27, prioritizing top-line over margins, and expects EBITDA per ton to remain in the ₹3,500-3,600 range. Alternate channels grew 43% and now contribute 15% of edible oil volumes. Risks include input cost inflation from the Iran conflict impacting Q1 FY27 and potential demand sluggishness in April due to inventory destocking.
AWL एग्री बिज़नेस ने वित्त वर्ष 2026 की चौथी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल आय ₹21,000 करोड़ रही, जो पिछले साल से 18% ज़्यादा है। कमाई (EBITDA) ₹628 करोड़ (+40%) और शुद्ध लाभ (PAT) ₹293 करोड़ (+54%) रहा। खाने के तेल की बिक्री 17% बढ़ी, जिससे कुल बिक्री 14% बढ़ी। कंपनी ने अब तक की सबसे ज़्यादा तिमाही आय और मुनाफा कमाया। हर टन पर कमाई ₹3,400 (+23%) रही। प्रबंधन ने अगले साल खाद्य बिक्री दोगुनी अंकों में बढ़ाने का लक्ष्य रखा है, भले ही मुनाफा थोड़ा कम हो। ईरान संघर्ष से कच्चे तेल की कीमतें बढ़ सकती हैं, जिससे अगली तिमाही पर असर पड़ेगा।
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Volume growth (overall)
1.9M metric tons
+14% YoY
Total volume for Q4 FY26 was 1.9 million metric tons, driven by edible oil (+17%) and industry essentials (+13%).
Edible oil market share (ecom + qcom)
30%
+60bps YoY
Market share in e-commerce and quick commerce channels improved by 60 basis points to ~30%.
Alternate channel growth
43%
+43% YoY
Alternate channel (e-commerce, quick commerce) grew 43% YoY in Q4, now 15% of edible oil volumes.
Basmati rice market share
9%
+330bps YoY
Basmati rice market share improved by 330 basis points to ~9% in Q4 FY26.
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Guidance and risk preview
Management targets double-digit (mid-teens) volume growth in the food segment for FY27, prioritizing top-line over margins.
The Iran conflict led to higher crude oil, packing material, and chemical costs, which will impact Q1 FY27 margins as inventory is consumed.
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