Venky's (India) Limited — Investor Meet, 17-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Venky's has announced a board meeting to discuss the financial results for the quarter and half-year.

Q4 and FY25 saw a sharp margin drop in Poultry due to weak demand during Kumbh Mela, with broiler realizations falling to ~₹78/kg and DOC at ₹39. Animal Health Products grew 9%, and Oil Seed improved, aided by stabilized soybean prices amid DDGS-related disruptions. Poultry (~65-70% revenue from North India) expects 5-10% volume growth for FY26; Oil Seed targets ~25%, and Animal Health aims for 15% revenue growth with new products. Ready-to-eat/cook segments look for 25-30% growth via e-commerce and QSR. SPF egg capacity is 188 lakh eggs at 60-65% utilization; ₹70 Cr capex underway for expansion. Management anticipates margin recovery and normalization post-Kumbh, with a cautiously optimistic outlook amid stable segments and ongoing headwinds.