Proventus Agrocom Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Proventus Agrocom reported FY25 consolidated revenue of ₹584 Cr, with ProV brand revenue up 37% YoY to ₹417 Cr (over 2 crore pouches sold). EBITDA rose 8% to ₹12.9 Cr; gross margin improved to 19.8% from 17.6%, and PAT increased slightly to ₹7.4 Cr despite doubling brand-building spend. Growth driven by omni-channel reach (46% modern trade, 32% e-com) and GT expansion in Tier-2/3 towns.

FY26 focus is on expanding GT outlets by 30-40%, quick commerce growth, health-focused SKUs, and scaling capacity at Surat from 1.5 to 4 lakh pouches/day. Gross margin target is ~23%, with EBITDA forecast above ₹20 Cr amid continued marketing investment. Leadership strengthened with ~25 senior hires; no risks after director’s exit.

Management targets ₹1000 Cr brand revenue by FY28 (~35-40% CAGR), emphasizing brand trust, innovation, and efficient scaling. Key risks include raw material price swings and capacity delays. Overall tone is confident on sustainable, long-term growth.