AWL / Q4-FY26 / claim-ledger

Audit the questions that mattered.

AWL Agri Business · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-30Back to quarter ↗

Questions audited

Answered directly

55%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Aishroy · Noama Wealth

partial

Impact of Iran crisis on Q4 and price hikes taken.

See Amish on the Q4 per say if I if I if I say I think the impact is not that much because u the prices while prices went up in March...

Aishroy · Noama Wealth

partial

Price hikes taken across portfolio pre- and post-Iran.

the edible oil complex went up in the month of March close to 10% and I think that 10% of uh uh increased prices in every player has passed it on to the consumer...

Aishroy · Noama Wealth

direct

Alternate channel share and profitability vs overall business.

on alternate channel now in edible oil we sell close to 15% of our volumes comes from the alternate channel... these channels are certainly more profitable than any other channel...

Aishroy · Noama Wealth

direct

Satisfaction with Kohinoor acquisition performance.

See on Cohenor um we clocked around 50,000 plus tons uh this year 25 26 showing a growth of almost 20% over the last year...

Manoj Man · ICIC Securities

evasive

Worldview on agri inflation for later half of FY27.

today CPI is at close to three and a half... very difficult to uh estimate anything right now...

Draj Mistri · Jaff

partial

Whether current food margin is sustainable as new base.

the food profitability is something which all depends upon what kind of opportunity that we will get... at least till end of FY27 the the priority will always be a top line and not the bottom line.

Draj Mistri · Jaff

partial

Premiumization actions in food segment.

this category of premium uh products will certainly has got a better margin profile... but right now they are at a very small scale so doesn't uh change the matrix...

Draj Mistri · Jaff

evasive

Reason for decline in inventory and increase in trade credit.

the trade credit and uh the borrowings keep uh exchanging between the lines... if you look at the current liabilities versus current effects, I think we are quite comfortably pleased.

Draj Mistri · Jaff

partial

Divergence between guided and reported food volume growth.

So the consolidated I think we what we are saying is that the food volumes uh where actually 3% growth uh after normalizing that G2G business standalone...

H Sha · Bandhan Mutual Fund

evasive

Volume threshold to maintain food margins.

I don't think uh that we can uh quantify now... we will certainly give a priority to the top line...

H Sha · Bandhan Mutual Fund

direct

Long-term sustainable margin for food business.

food will remain an ebitita neutral till Fi27 and after that we will try and build 500 per turn to 2,000 rupees a ton kind of EITA in the food from Fi 28.

Akshai Krishnan · ICIC securities

direct

When will food business shift from reinvesting to margin expansion?

food anywhere closer to or anywhere more than 1.5 million tons of volumes I think we should be able to start uh consolidating uh margins.