Godrej Agrovet Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godrej Agrovet's Q1 FY26 financial results show 11% revenue growth to Rs 2,614 Cr and PBT up 25% to Rs 188 Cr. Vegetable Oil performance significantly improved due to higher Fresh Fruit Bunch arrivals and better oil extraction. Astec LifeSciences' revenue grew 31%, with management targeting EBITDA break-even this fiscal, driven by strong CDMO growth. Crop Protection faced Q1 challenges from unseasonal rains, impacting sales, though a new product, Ashitaka, holds promise. Dairy margins were pressured by rising milk costs and marketing investments. The company maintains an 'early teens' top-line growth outlook, emphasizing value-added products and strategic consolidation.