Venky's (India) Limited has officially announced that its Board of Directors will meet on February 9, 2026, to review and approve the company's audited financial results for the third quarter of fiscal year 2026. The meeting will specifically focus on the financial performance for the quarter ended December 31, 2025.

Regulatory Compliance and Meeting Details

The board meeting has been scheduled in accordance with Regulation 29 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. This regulation mandates listed companies to provide advance notice to stock exchanges regarding board meetings where financial results will be considered.

Stock Exchange Notification

Venky's (India) Limited formally communicated the board meeting schedule to both major Indian stock exchanges through an official letter dated January 24, 2026. The company is listed on both the National Stock Exchange of India Limited under the scrip code VENKEYS and BSE Limited under the scrip code 523261.

Company Information

Venky's (India) Limited operates from its registered and corporate office located at 'Venkateshwara House', S.No. 114/A/2, Pune-Sinhagad Road, Pune-411030. The company holds the Corporate Identification Number (CIN) L01222PN1976PLC017422, indicating its incorporation in 1976 in Pune, Maharashtra.

The official communication was signed by Rohan Bhagwat, who serves as the Company Secretary and Compliance Officer, ensuring proper adherence to regulatory disclosure requirements. Investors and stakeholders can expect the company to announce its Q3FY26 financial performance following the board meeting on February 9, 2026.

Venkys India Limited , a leading poultry and processed food company, reported substantial losses in its poultry segment for the quarter ended September 30, 2025 (Q2 FY26). The company's financial performance was severely impacted by unexpected profit margin declines, particularly in its core poultry business.

Financial Performance Overview

For Q2 FY26, Venkys India reported:

The company's revenue showed a modest increase of 3.44% year-over-year. However, profitability metrics deteriorated significantly, with EBITDA turning negative at -₹20.80 crore compared to a positive ₹23.90 crore in the same quarter last year. Net profit plummeted to a loss of ₹26.50 crore, a stark contrast to the ₹7.80 crore profit recorded in Q2 FY25.

Poultry Segment Challenges

The poultry segment, which is a major contributor to Venkys India's revenue, reported losses of approximately ₹60.00 crores for the quarter. This poor performance was attributed to several factors:

1. Lower Realizations:

   • Day-old broiler chick prices fell to ₹26.48 per chick from ₹37.22 in the previous year, a decline of ₹10.74 per chick.
   • Commercial broiler bird realization dropped to ₹80.57 per kg from ₹98.50 per kg, a decrease of ₹17.93 per kg.

2. Seasonal Factors: The quarter was impacted by festivals including Ganesh Chaturthi, Navratri, and Pitrapaksh, which affected demand patterns.

3. Weather Conditions: Abnormal rains and flooding in northern regions where the company operates further disrupted business operations.

Other Segments Performance

While the poultry segment struggled, other business segments showed mixed results:

• Animal Health Products: This segment registered satisfactory performance, providing some stability to the overall business.
• Oilseeds Segment: Continued to show improvement, offering a silver lining amidst the challenges.

Management Outlook

The management expressed optimism for better performance in the second half of the fiscal year. They noted that prices began recovering in the last week of October, coinciding with the onset of winter, which typically sees increased demand for poultry products.

Additionally, the company highlighted a significant decline in raw material prices for maize and soya, with both trading 25% below minimum support prices. This reduction in input costs could potentially help improve margins in the coming quarters if demand recovers as expected.

Conclusion

Venkys India's Q2 FY26 results underscore the volatile nature of the poultry business, which remains susceptible to seasonal factors, weather conditions, and market dynamics. While the company faces significant challenges in its core poultry segment, the performance of its Animal Health Products and Oilseeds segments provides some diversification benefits.

Investors and industry observers will be keenly watching how Venkys India navigates these challenges and capitalizes on the potential recovery in the second half of the fiscal year. The management's ability to leverage lower input costs and improve realizations in the poultry segment will be crucial for the company's financial turnaround in the coming quarters.