AWL Agri Business Q4 FY26: Volume-led rebound and a push into premium oils
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In Q4 FY26, consolidated volume was 1.9 million MT, revenue INR 21,465 crore, operational EBITDA INR 628 crore, and PAT INR 293 crore.
FY26 consolidated revenue rose 17% YoY to INR 74,731 crore and volume rose 4% YoY to 6.8 million MT, while operational EBITDA declined 6% YoY to INR 2,343 crore and PAT declined 15% YoY to INR 1,045 crore.
For FY26 (consolidated), Edible Oil was INR 59,787 crore, Food and FMCG INR 6,473 crore, and Industry Essentials INR 8,470 crore. Value mix shown was 80%, 9%, and 11% respectively.
Management indicated a steady state consolidated EBITDA per ton range of about INR 3,500 to 3,600.
Management stated FY27 priority in Food is to grow volumes (targeting at least mid teens growth) even if that requires sacrificing margins, and reiterated Food is expected to remain EBITDA neutral till FY27.
Management said alternate channels contribute about 15% of edible oil volumes and about 25% of food volumes, and are more profitable than general trade, though they require platform visibility and logistics costs.
The company launched Fortune Premio Extra Light Olive Oil, Fortune Premio Extra Virgin Olive Oil, and Fortune Premio Cold Pressed Mustard Oil, initially in select metro markets via e-com and quick commerce.
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