VENKEYS / language trends

Read confidence between the lines.

Venky's (India) · tone and specificity signals across the available quarters.

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Language signals

What changed in management language.

Q4-FY26 · Deepak Kosla

This 29% margin for AHP is being maintained and we likely to see the improvement in the top line also. We are also introducing some new product line which will add to the values.

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Q4-FY26 · Management (Oil Seeds)

In the commodity business the main thing is that capacity utilization which makes all the difference and that is what we are trying to encash because we are debt-free, we are not using any money for the capex, we are not using money for any working capital, there is absolutely no loan for the division.

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Q4-FY26 · Management (Poultry)

The competitive intensity... if you see that whatever edge is there for the existing player, they are better placed when we compare to any new entrance or any new competitor coming into the market because they are well poised and they are having a very good presence in that particular geography with regard to the infrastructure.

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