Avadh Sugar & Energy Limited — PPTs, 10-02-2025: Investor Presentation

**Financial Highlights:** Avadh Sugar & Energy reported total income of Rs 619 Cr for Q3 FY25, up from Rs 595 Cr in Q3 FY24, while the nine-month income declined to Rs 1961 Cr compared to Rs 2076 Cr last year. PAT for Q3 FY25 stood at Rs 38 Cr, down from Rs 59 Cr YoY, with a nine-month PAT of Rs 131 Cr versus Rs 211 Cr. The EBITDA margin was affected by lower recovery rates and crushing volumes, leading to reduced profitability.

**Strategic Initiatives and Growth Drivers:** The company is focusing on a digital transformation to enhance operational efficiency and stakeholder satisfaction. A commitment to governance and sustainable practices is expected to bolster its reputation and attract long-term investments.

**Business Developments:** Sugar sales volume increased by 10% in Q3 FY25 amid lower overall production volumes due to government policy restricting molasses diversion. The company received an export quota of 17,377 tons for the current sugar season.

**Market Position and Competitive Advantage:** With a strategic focus on capacity enhancement and sustainability, Avadh is poised to improve its market stance in a volatile environment due to rising sugar prices and government policies.

**Investor Implications:** The company's focus on governance and operational efficiency presents a positive outlook for long-term growth, despite current challenges in production and profitability. Investors should watch closely for improvements in sugar prices and further clarity on regulatory changes to better assess future performance.