Venky's Q4FY26 Net Profit Surges; Files Call Transcript

4 min read     Updated on 22 May 2026, 04:27 AM
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Venky's (India) Limited reported a strong financial performance for Q4FY26 and FY26, with Q4 net profit surging to ₹101.37 Cr from ₹13.30 Cr YoY and revenue reaching ₹1,100.47 Cr. The Board recommended a dividend of ₹10 per share for FY26. The company also filed the transcript of its earnings call held on 15th May, 2026, with the stock exchanges.

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Venky's (India) Limited delivered a strong financial performance for the quarter and year ended 31st March, 2026, with the Board of Directors approving the audited results at their meeting held on 14th May, 2026. The company reported a significant improvement in profitability during the quarter and the full year, driven by improved realizations and operational efficiency across its three business segments. The Board also recommended a dividend of ₹10 per equity share (100%) for the year ended 31st March, 2026, subject to shareholder approval at the ensuing Annual General Meeting. Subsequently, the company conducted an earnings call for its investors on 15th May, 2026, in relation to the financials published for the year ended 31st March, 2026. Following the call, the company filed the transcript of the conference call with the stock exchanges under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Financial Highlights

Revenue from operations for Q4FY26 stood at ₹1,100.47 Cr, compared to ₹843.16 Cr in Q4FY25. Profit After Tax for the quarter surged to ₹101.37 Cr from ₹13.30 Cr in the corresponding period of the previous year. For the full year FY26, the company reported a revenue of ₹3,727.32 Cr and a net profit of ₹139.25 Cr. EBITDA for Q4FY26 stood at ₹1.3B versus ₹254M in Q4FY25, with the EBITDA margin expanding significantly to 11.8% from 3.01% in the same period last year.

The following table summarises the key financial metrics for the quarter and full year:

Metric: Q4FY26 Q3FY26 Q4FY25 FY26 FY25
Revenue from Operations (₹ Lakhs): 1,10,047 96,015 84,316 3,72,732 3,30,699
Total Income (₹ Lakhs): 1,11,620 96,998 85,504 3,77,493 3,35,117
Total Expenses (₹ Lakhs): 98,348 90,384 83,205 3,58,938 3,18,846
Profit Before Tax (₹ Lakhs): 13,272 6,614 2,299 18,555 16,271
Net Profit (₹ Lakhs): 10,137 4,858 1,330 13,925 11,662
Basic EPS (₹): 71.96 34.48 9.44 98.85 82.78

Segment Performance

All three business segments of the company registered an improvement in performance during the quarter ended 31st March, 2026. The Poultry and Poultry Products segment benefited from improved realizations from the sale of day-old chicks and grow-up birds. The Animal Health Products segment continued to post good results driven by a better product mix and focus on quality. The Oilseed segment saw a significant turnaround owing to higher capacity utilization and its ability to deliver high-quality products in a competitive environment.

The segment-wise revenue and profitability are detailed below:

Segment: Q4FY26 Revenue (₹ Lakhs) Q4FY25 Revenue (₹ Lakhs) FY26 Revenue (₹ Lakhs) FY25 Revenue (₹ Lakhs)
Poultry and Poultry Products: 55,236 47,124 1,89,675 1,92,796
Animal Health Products: 10,595 8,750 39,164 33,931
Oilseed: 47,651 30,741 1,55,414 1,14,075
Total (before inter-segment): 1,13,482 86,615 3,84,253 3,40,802
Segment: Q4FY26 PBT (₹ Lakhs) Q4FY25 PBT (₹ Lakhs) FY26 PBT (₹ Lakhs) FY25 PBT (₹ Lakhs)
Poultry and Poultry Products: 8,079 412 6,546 9,951
Animal Health Products: 3,113 1,777 9,899 7,235
Oilseed: 2,518 574 5,438 1,914
Total Segment PBT: 13,710 2,763 21,883 19,100

Balance Sheet & Cash Flow

As at 31st March, 2026, total assets stood at ₹2,30,866 lakhs, up from ₹2,07,033 lakhs as at 31st March, 2025. Total equity increased to ₹1,59,609 lakhs from ₹1,47,558 lakhs. Cash and cash equivalents at the end of the year stood at ₹6,216 lakhs, up from ₹1,488 lakhs at the beginning of the year. Net cash generated by operating activities for the year ended 31st March, 2026 was ₹19,132 lakhs, compared to ₹6,620 lakhs in the previous year.

Key balance sheet items are summarised below:

Particulars: 31 Mar 2026 (₹ Lakhs) 31 Mar 2025 (₹ Lakhs)
Total Assets: 2,30,866 2,07,033
Total Equity: 1,59,609 1,47,558
Total Non-Current Liabilities: 7,397 6,422
Total Current Liabilities: 63,860 53,053
Cash and Cash Equivalents: 6,216 1,488
Inventories: 32,901 24,788
Trade Receivables: 54,404 55,381

Dividend Declaration

The Board has recommended a dividend of ₹10 per equity share (100%) for the year ended 31st March, 2026, pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The dividend, if approved by shareholders, will be paid within the statutory time limit following the ensuing Annual General Meeting.

Conference Call Transcript

Venky's (India) Limited conducted an earnings call for its investors on 15th May, 2026, in relation to the financials published for the year ended 31st March, 2026. The company has now filed the transcript of this conference call with the stock exchanges under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing was submitted by Rohan Bhagwat, Company Secretary & Compliance Officer.

Historical Stock Returns for Venkys

1 Day5 Days1 Month6 Months1 Year5 Years
+0.23%-4.46%-15.39%-10.33%-15.81%-47.97%

Can Venky's sustain its Q4FY26 EBITDA margin of 11.8% through FY27, given the cyclical nature of poultry pricing and potential feed cost volatility?

With the Oilseed segment delivering a major turnaround in FY26, what expansion or capacity investment plans does Venky's have to capitalize on this momentum?

How might potential bird flu outbreaks or changes in government poultry import/export policies impact Venky's realization trends in the Poultry segment going forward?

Venky's Q3FY26 Net Profit Surges 138% to ₹4,858 Lakhs on Higher Realisations

2 min read     Updated on 09 Feb 2026, 07:26 PM
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Venky's (India) Limited delivered strong Q3FY26 results with net profit jumping 138.32% to ₹4,858 lakhs driven by improved realisations in poultry products. Revenue from operations grew 7.76% to ₹95,015 lakhs with the poultry segment contributing ₹49,123 lakhs. The company has filed regulatory compliance with NSE and BSE.

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Venky's (India) Limited delivered robust financial performance in Q3FY26, with net profit surging 138.32% year-on-year to ₹4,858 lakhs. The poultry major's strong operational execution and improved market realisations drove the impressive growth trajectory during the quarter ended December 31, 2025.

Financial Performance Overview

The company's revenue from operations increased 7.76% to ₹95,015 lakhs in Q3FY26 compared to ₹88,161 lakhs in Q3FY25. Total income, including other income, reached ₹96,998 lakhs against ₹81,123 lakhs in the previous quarter and ₹89,340 lakhs in Q3FY25.

Financial Metric: Q3FY26 Q3FY25 Change (%)
Revenue from Operations: ₹95,015 lakhs ₹88,161 lakhs +7.76%
Total Income: ₹96,998 lakhs ₹89,340 lakhs +8.57%
Net Profit: ₹4,858 lakhs ₹2,038 lakhs +138.32%
Earnings Per Share (Basic): ₹34.48 ₹14.47 +138.29%

Segment-wise Performance

The poultry and poultry products segment emerged as the primary growth driver, benefiting from improved realisations in day-old chicks and grown-up birds sales. The segment reported revenue of ₹49,123 lakhs in Q3FY26. Animal health products contributed ₹8,798 lakhs, while the oilseed segment generated ₹32,577 lakhs in revenue.

Business Segment: Q3FY26 Revenue Segment Result
Poultry and Poultry Products: ₹49,123 lakhs ₹4,864 lakhs
Animal Health Products: ₹8,798 lakhs ₹2,347 lakhs
Oilseed: ₹32,577 lakhs ₹897 lakhs

Nine-Month Performance

For the nine-month period ended December 31, 2025, Venky's reported revenue from operations of ₹2,62,685 lakhs compared to ₹2,46,383 lakhs in the corresponding period last year. Net profit for the nine-month period stood at ₹10,332 lakhs, reflecting the company's consistent operational performance across segments.

Operational Highlights

Total expenses for Q3FY26 were ₹90,384 lakhs, with cost of materials consumed being the largest component at ₹60,807 lakhs. Employee benefits expense increased to ₹6,424 lakhs, while other expenses totaled ₹11,758 lakhs. The company maintained disciplined cost management while scaling operations.

Corporate Developments and Regulatory Compliance

The Board of Directors approved these audited financial results in their meeting held on February 9, 2026, which commenced at 10:30 AM IST and concluded at 1:30 PM IST. The results were reviewed by the Audit Committee before board approval and subsequently submitted to statutory auditors for their audit report.

The company has submitted its quarterly results to both the National Stock Exchange of India Limited (scrip code: VENKEYS) and Bombay Stock Exchange Limited (scrip code: 523261) under Regulation 33. Company Secretary and Compliance Officer Rohan Bhagwat signed the regulatory filings on February 9, 2026.

Historical Stock Returns for Venkys

1 Day5 Days1 Month6 Months1 Year5 Years
+0.23%-4.46%-15.39%-10.33%-15.81%-47.97%

More News on Venkys

1 Year Returns:-15.81%