EBITDA per ton guidance maintained at ₹3,500-3,600
Management reiterated sustainable EBITDA per ton range of ₹3,500-3,600, supported by risk management and non-speculative positions.
AWL / guidance tracker
Keep management guidance in view.
AWL Agri Business · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
margins
Food business to remain in investment phase for 2-3 years
Food business EBITDA margins expected to reach 5-7% but only after 2-3 years of continued investment.
₹10,000 crore food revenue target likely delayed to FY28
The earlier aspiration of ₹10,000 crore food revenue by FY27 may slip to FY28, though the company expects to be in striking distance.
Single-digit edible oil and double-digit food growth expected
Management expects single-digit volume growth in edible oils and double-digit growth in food going forward, supported by stable prices and improving demand.
Food volume growth target: mid-teens in FY27
Management targets double-digit (mid-teens) volume growth in the food segment for FY27, prioritizing top-line over margins.
EBITDA per ton steady state range: ₹3,500-3,600
Management guided that EBITDA per ton should remain in the ₹3,500-3,600 range on a steady-state basis.
Food EBITDA per ton target: ₹1,500-2,000 from FY28
Management expects food segment EBITDA per ton to reach ₹1,500-2,000 from FY28 onwards, after prioritizing volume growth.
Alternate channel volume share target: 30-35%
Management expects alternate channels to contribute 30-35% of total volumes in the coming years, up from 15% currently.