Godrej Agrovet Limited — PPTs, 31-01-2025: Investor Presentation

### Financial Highlights

Godrej Agrovet's financial performance for Q3 FY25 shows revenues at ₹2,450 Cr, reflecting a 4.5% increase YoY, driven by strong growth in the Animal Feed segment. EBITDA surged by 34% YoY to ₹229 Cr, with an EBITDA margin of 9.3%. Profit before tax increased by 48.5% to ₹138 Cr, while profit after tax reached ₹99 Cr, marking a 17% rise YoY. For the nine-month period ended December 31, 2024, revenues were ₹7,249 Cr, down 2.4% YoY, but EBITDA grew by 15.7% to ₹685 Cr.

### Strategic Initiatives and Growth Drivers

The company continues to enhance its ESG initiatives, achieving a renewable energy portfolio of 80.6% and significantly contributing to water conservation. The commitment to sustainability includes setting science-based emission reduction targets, positioning Godrej Agrovet as a leader in the agriculture sector.

### Business Developments

Godrej Agrovet's Animal Feed segment showed robust performance with a 12.9% increase in cattle feed volumes. The Vegetable Oil segment benefited from higher realizations, leading to a revenue growth of 45%. However, the Crop Protection segment faced challenges due to adverse weather and lower crop prices, resulting in a significant revenue decline.

### Market Position and Competitive Advantage

The company holds a leading position in the compound feed market in India and has established a strong presence in renewable energy use within its operations, significantly differentiating itself from competitors.

### Investor Implications

The financial results reflect a positive outlook, especially in the Animal Feed and Vegetable Oil segments, positioning Godrej Agrovet well for potential growth. However, investors should monitor the challenges in the Crop Protection business closely.