Conference Call with AWL Agri Business Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Edible Oils company AWL Agri Business announced Q1FY26 results Revenue from operations grew to Rs 17,059 crore (21 % YoY). Operating EBITDA came in at Rs 519 crore; Profit after tax stood at Rs 238 crore (down 24 % YoY). Total sales volume slipped 5 % YoY to 1.58 million MT, mainly because of rice consolidation and muted consumer demand. Cost of goods sold increased 25 % YoY, reflecting higher edible-oil input prices. Finance cost eased 4 % YoY to Rs 159 crore. Angshu Mallick, MD & CEO, AWL Agri Business, said: “The Company witnessed a temporary volume decline, primarily influenced by the consolidation of its regional rice operations and muted consumer demand. Encouragingly, the core categories delivered healthy volume growth, and revenue rose 21% YoY, driven by higher edible oil realizations. We also delivered healthy profits in LTM Jun ‘25 with operating EBITDA of Rs 2,384 crore and PAT of Rs 1,151 crore, nearing our highest-ever rolling 12-months profits, despite the headwind of custom duty cuts on edible oils. Our focus on improving the profitability in the Food & FMCG segment has led to highest-ever PBT of 75 crore in Q1, with PBT margin of 5.3%. The reduction in customs duty on crude edible oils is expected to positively impact domestic refiners by boosting sales and curbing refined oil imports from both SAARC nations and edible oil producing countries. Additionally, the normalization of palm oil prices is likely to support volume growth in the coming quarters. In the rice business, we delivered a strong turnaround in Q1, achieving double-digit volume growth in our Basmati business along with improved overall profitability in the rice portfolio. With the resiliency of our core business and large opportunity, we expect to continue to benefit from the formalization of the Indian staple food industry.” Result PDF