Overview

AWL Agri Business , a prominent player in the agricultural sector, has reported a 21% year-on-year revenue increase in Q1 FY26, despite facing a 4% decline in overall volume. The company's performance showcases resilience in certain areas while encountering challenges in others.

Segment Performance

The company's performance varied across different segments:

Growth Drivers and Challenges

Despite the 4% overall volume decline, AWL Agri Business managed to achieve significant revenue growth, demonstrating effective pricing strategies and market positioning. The edible oils segment, which comprises 60% of the company's volume, was a key driver of revenue growth. The substantial growth in quick commerce sales, exceeding 75% year-on-year, indicates successful adaptation to evolving market trends.

Segment Highlights

Industry Essentials

This segment showed strong performance, surpassing ₹2,000.00 crore in revenue with a 9% volume growth.

Food and FMCG

Excluding the G2G (Government to Government) business, this segment experienced a 2% revenue decline.

GD Foods

This recent acquisition reported high single-digit revenue growth, contributing positively to the company's overall performance.

Alternate Channels

Revenue from this segment exceeded ₹3,900.00 crore, with quick commerce emerging as a significant growth driver.

Looking Ahead

AWL Agri Business's Q1 FY26 results reflect the company's ability to navigate a challenging market environment. As the company moves forward, it will be crucial to monitor how it addresses volume pressures while capitalizing on growth opportunities in segments like quick commerce and Industry Essentials.

The performance of recent acquisitions like GD Foods and the company's strategies to boost volumes in key segments will be important factors to watch in the coming quarters. The company's success in leveraging alternate channels, particularly in quick commerce, may provide a blueprint for future growth strategies.

AWL Agri Business Limited (formerly known as Adani Wilmar Limited) has announced its financial results for the fourth quarter and full fiscal year 2025, showcasing robust growth and record-breaking performance.

Strong Revenue Growth

The company reported a consolidated revenue of ₹63,672.24 crore for FY 2025, marking a significant 24% year-over-year increase from ₹51,225.10 crore in FY 2024. The Q4 FY 2025 revenue stood at ₹18,229.59 crore, up 38% compared to ₹13,222.83 crore in the same quarter last year.

Record Profitability

AWL Agri Business achieved its highest-ever annual operating EBITDA of ₹2,482.00 crore in FY 2025. The company's net profit for FY 2025 surged to ₹1,225.81 crore, a remarkable 728% increase from ₹147.99 crore in the previous year. The Q4 FY 2025 net profit rose to ₹190.66 crore, up 22% from ₹156.75 crore in Q4 FY 2024.

Segment Performance

The Edible Oil segment remained the primary revenue driver, while the Food & FMCG segment showed strong growth potential.

Operational Highlights

• Direct retail coverage expanded by 19% year-over-year to 8.6 lakh outlets.
• Rural town coverage exceeded 50,000, a tenfold increase from FY 2022.
• Alternate channels generated over ₹3,600.00 crore in revenue in FY 2025.
• The company made significant market share gains in key edible oils, with Soyabean increasing by 10bps, Sunflower by 20bps, and Mustard by 40bps on a MAT basis.

Strategic Developments

AWL Agri Business unveiled its new logo and brand identity during the quarter, reflecting its evolution into a forward-thinking, independent enterprise. The company also completed the acquisition of a majority stake in G.D. Food Manufacturing (India) Private Limited, which operates under the "Tops" brand, expanding its presence in the processed and preserved food products segment.

Management Commentary

Angshu Mallick, MD & CEO of AWL Agri Business Ltd., commented on the results: "The Company has delivered another strong quarter and achieved its best-ever financial year performance. We are well-positioned to capitalize on opportunities in the vast packaged foods market, driven by the growing consumer shift towards superior quality and hygiene."

AWL Agri Business continues to strengthen its position in the Indian agri-business sector, focusing on expanding its product portfolio, enhancing distribution networks, and leveraging growth opportunities in the packaged food segment.