Godrej Agrovet Limited has scheduled a series of one-on-one meetings with analysts and investors. The interactions are set to take place between September 8 and September 18, 2026.

The company disclosed the schedule under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Management will present information consistent with materials available on the company’s and exchange websites.

Meeting Schedule

The six scheduled sessions allow for both physical attendance and video conference participation. The timings vary across the dates.

Administrative Details

Vivek Raizada, Head – Legal & Company Secretary & Compliance Officer, issued the intimation on September 1, 2026. The company noted that the schedule is subject to change due to exigencies on the part of investors, analysts, or the company.

Godrej Agrovet Limited reported a 10% year-on-year increase in consolidated sales to ₹2,852 crore for the first quarter ended June 30, 2026, driven by strong performance in Animal Nutrition and Oil Palm segments. Despite the top-line growth, net profit declined to ₹128.31 crore from ₹148.83 crore in Q1 FY26, reflecting margin pressures from elevated input costs and delayed monsoons impacting Crop Care volumes. The Board of Directors, meeting on August 5, 2026, approved the unaudited financial results and announced the appointment of Ravishankar A. as Chief Financial Officer, effective October 1, 2026, following the early superannuation of S. Varadaraj.

The earnings call held on August 6, 2026, provided deeper insights into segment performance and strategic outlooks. Managing Director Sunil Kataria highlighted that Animal Nutrition revenue grew 12.6% to ₹1,302.09 crore, supported by a 15% rise in cattle feed volumes and improved realizations. The Oil Palm business saw segment revenue surge 28.9%, aided by higher crude palm oil (CPO) realizations and improved oil extraction efficiency (OER), which rose to 18.8% from 18.4% in the previous year. Conversely, Crop Care revenue fell 16.2% due to a 40% deficit in June rainfall, delaying kharif sowing and reducing demand for cotton herbicides.

Segment-Wise Performance

Astec LifeSciences continued its operational recovery, achieving EBITDA breakeven compared to an EBITDA loss of ₹11 crore in Q1 FY26. The company also noted that its Bangladesh joint venture, ACI Godrej Agrovet, returned to double-digit growth in volumes and profit before tax.

Strategic Outlook and Leadership Transition

S. Varadaraj requested early superannuation from his role as CFO and Head – Finance & Legal, effective September 30, 2026. The Board appointed Ravishankar A., formerly Vice President – Finance at Hindustan Unilever, as CFO-designate from September 21, 2026, with full appointment commencing October 1, 2026. This transition marks a significant shift in the company’s finance leadership.

Looking ahead, management maintained its guidance for mid-teens profit before tax growth for FY27, though it emphasized that final outcomes depend on Crop Care recovery in the second half. New product launches, including Ashitaka (maize herbicide) and Takai (paddy insecticide), are expected to contribute 18–20% of Q1 sales in their first season, diversifying the Crop Care portfolio beyond cotton herbicides. In the Oil Palm segment, the company plans to expand area coverage from 80,000 to 150,000 hectares over the long range, targeting high single-digit to early double-digit fresh fruit bunch (FFB) volume growth annually.

What the Numbers Show

The divergence between robust revenue growth (10%) and declining net profit (13.8%) highlights persistent margin compression across key segments. While Animal Nutrition and Oil Palm delivered strong top-line momentum, profitability was eroded by input cost inflation—particularly in milk procurement for Dairy and packaging costs linked to geopolitical tensions. The strategic pivot in Foods towards branded B2C products (growing at 28% volume) versus planned degrowth in live bird trading signals a structural shift towards higher-margin consumer offerings, albeit with short-term investment pressures.