GODREJAGRONSEQ1 FY26August 6, 2025

Godrej Agrovet Limited

1,857words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Date: August 6, 2025 To, BSE Limited P. J. Towers, Dalal Street, Fort, Mumbai – 400001 To, National Stock Exchange of India Limited Exchange Plaza
79%
et ESG UPDATE 3 I Godrej Agrovet OUR ESG INITIATIVES CONTINUED TO GENERATE MEANINGFUL IMPACT 79% GAVL’s Renewable energy portfolio^ 14x Water conservation^  Installed Solar rooftops at 20+ m
14x
ESG INITIATIVES CONTINUED TO GENERATE MEANINGFUL IMPACT 79% GAVL’s Renewable energy portfolio^ 14x Water conservation^  Installed Solar rooftops at 20+ manufacturing sites - Cumulative  A wate
8.09 million
^  Installed Solar rooftops at 20+ manufacturing sites - Cumulative  A water positive company; 8.09 million m3 water sequestered against generation of ~14,000 MWh in FY’25  Vegetable Oil business’ renew
14,000 MW
Cumulative  A water positive company; 8.09 million m3 water sequestered against generation of ~14,000 MWh in FY’25  Vegetable Oil business’ renewable energy portfolio ~98% of total energy usage - Fru
98%
gainst generation of ~14,000 MWh in FY’25  Vegetable Oil business’ renewable energy portfolio ~98% of total energy usage - Fruit bunches residue as a boiler fuel a consumption of 0.55 million m3#
0.55 million
y portfolio ~98% of total energy usage - Fruit bunches residue as a boiler fuel a consumption of 0.55 million m3#  6,290 Ha area (25 village) covered under watersheds “A-” Leadership band in Climate, Fore
12.0%
a area (25 village) covered under watersheds “A-” Leadership band in Climate, Forest & Water* -12.0% Scope 1 & 2 GHG emission reduction^  2nd consecutive year leadership rating for climate disclo
37.5%
sure reduction target aligned to WB2DS  GAVL scores ahead of the regional and global averages  37.5% scope 1+2 GHG emission reduction by FY’35 from baseline  1st Agri company in India to have appro
1.14 lakh
s disclosure 5 I Godrej Agrovet Q1 FY26 IMPACT UPDATE FARMER VALUE CHAIN NATURE EDUCATION 1.14 lakh Farmers benefited base: FY21 target: 1.10 Lakhs (FY26) 1.6k Dairy farmers engaged in Q1FY26
1.10 Lakh
UPDATE FARMER VALUE CHAIN NATURE EDUCATION 1.14 lakh Farmers benefited base: FY21 target: 1.10 Lakhs (FY26) 1.6k Dairy farmers engaged in Q1FY26 1517 Total number of animals artificially inse
28%
Q1FY26 1517 Total number of animals artificially inseminated in Q1FY26 14x Water positive 28% carbon offset Water sequestered*: 8.09M m3 GAVL water usage*: 0.55 M m3 Carbon sequesteredˆ:
Guidance — 7 items
Notes
opening
 Q1 FY26 witnessed higher utilisation of vendor invoice discounting which resulted in higher input costs and lower financing costs impacting the segment result.
Notes
opening
 Segment revenue and margins improved significantly in Q1 FY26 as compared to Q1FY25 on the back of increased average realisations of Crude Palm Oil (CPO) and Palm Kernel Oil (PKO) coupled with higher Fresh Fruit Bunch arrivals (higher by 52% y-o-y).
Notes
opening
13 I Godrej Agrovet CROP PROTECTION BUSINESS Agrochemical products catering to the entire crop lifecycles Particulars Segment Revenue (Cr) Segment Result (Cr) Segment Margin (%) Q1 FY26 328 138 42.2% Q1 FY25 314 142 45.2% Y-o-Y Change 4.6% -2.5%    Segment revenue grew marginally by ~5% y-o-y on the back of increase in volumes in in-house category.
Notes
opening
14 I Godrej Agrovet ASTEC LIFESCIENCES Manufactures a wide range of agrochemical active ingredients Particulars Q1 FY26 Q1 FY25 Y-o-Y Change Revenues (Cr) EBITDA (Cr) EBITDA Margin (%) *Excluding write down of inventories of ₹ 18 Cr in Q1 FY25 91 -11 NM 69 -27 * NM 31.3% NM   Segment revenue improved by ~31% y-o-y primarily on account higher volumes in both Enterprise and CDMO categories.
Notes
opening
15 I Godrej Agrovet CREAMLINE DAIRY Private dairy player in Southern India with a wide range of product portfolio Particulars Q1 FY26 Q1 FY25 Y-o-Y Change Revenues (Cr) EBITDA (Cr) EBITDA Margin (%) *Excludes profit on sale of Land of ₹4 cr in Q1 FY26 417 15 * 3.5% 429 28 6.4% -2.7% -47.2%   Segment revenue remained flat y-o-y.
Notes
opening
VAP Salience for Q1 FY26 was 42% of total sales.
Notes
opening
16 I Godrej Agrovet GODREJ FOODS LIMITED Particulars Revenues (Cr) EBITDA (Cr) EBITDA Margin (%) Q1 FY26 187 9 4.9% Q1 FY25 234 24 10.3% Y-o-Y Change -20% -62%  Poultry & processed foods business recorded a year-on-year decline in both revenues as well as EBITDA.
Advertisement
Risks & concerns — 4 flagged
Despite volume growth, segment revenue remained flat y-o-y on account of decline in average realizations primarily due to subdued commodity prices.
Notes
The underlying segment results reflects segment results excluding the impact of the abovementioned.
Notes
The underlying segment margin declined marginally by ~ 0.3% due to decline in average realisations and lower volumes in Aqua Feed category.
Notes
16 I Godrej Agrovet GODREJ FOODS LIMITED Particulars Revenues (Cr) EBITDA (Cr) EBITDA Margin (%) Q1 FY26 187 9 4.9% Q1 FY25 234 24 10.3% Y-o-Y Change -20% -62%  Poultry & processed foods business recorded a year-on-year decline in both revenues as well as EBITDA.
Notes
Speaking time
Notes
1
Email
1
Advertisement
Opening remarks
Notes
(1) As % of total consolidated segment revenues (2) As % of total consolidated segment profit before interest and taxes SEGMENT-WISE PERFORMANCE UPDATE 11 I Godrej Agrovet ANIMAL FEED Leading compound feed play across Cattle (Milk), Broiler, Layer, Fish and Shrimp feed in India Particulars Sales Volume (MT) Segment Revenue (Cr) Reported Segment Result (Cr) Reported Segment Margin (%) Underlying Segment Result (Cr) Underlying Segment Margin (%) Q1 FY26 3,75,139 1,156 65 5.6% 75 6.5% Q1 FY25 3,45,948 1,155 78 6.8% 78 6.8% Y-o-Y Change 8.4% 0.1% -17.4% -1.2% -3.8% -0.3%  Volume growth recorded across all key categories – Cattle Feed (11% y-o-y), Broiler Feed (13% y-o-y) and Layer Feed (4% y- o-y); partially offset with decline in Aqua Feed (7% y-o-y). Despite volume growth, segment revenue remained flat y-o-y on account of decline in average realizations primarily due to subdued commodity prices.  Q1 FY26 witnessed higher utilisation of vendor invoice discounting which resulted in highe
Email
amit.pendse@godrejagrovet.com gavlinvestors@godrejagrovet.com 20 I Godrej Agrovet THANK YOU FOR YOUR TIME AND CONSIDERATION 21 I Godrej Agrovet
Advertisement
← All transcriptsGODREJAGRO stock page →