AWL Agri Business Limited — PPTs, 04-11-2025: Investor Presentation

AWL Agri Business Ltd. reported Q2 revenue up 22% YoY to INR 17,605 Cr, with H1 revenue rising 21% to INR 34,663 Cr. However, Q2 PAT fell 21% to INR 245 Cr and H1 PAT dropped 23% to INR 483 Cr, largely due to a strong base last year. Overall volumes grew 2% in Q2 but saw a slight 1% dip for the half-year, impacted by edible oil inflation and reduced non-branded rice sales. Strong profits came from Food & FMCG and Industry Essentials, despite a significant PBT decline in Edible Oil. AWL is now ranked 8th in India's FMCG sector (Q4'25).

The company is strategically focusing on "Center of the Plate" categories beyond edible oils like wheat, rice, and pulses, where branded penetration is low. Distribution is expanding rapidly, with direct reach up 15% YoY to 9 Lac outlets, especially in rural areas. Alternate channels, including quick commerce, are booming with 86% YoY volume growth. AWL acquired GD Foods for INR 603 Cr, adding a wide range of kitchen products. The new Gohana integrated food complex is 95%+ complete, boosting manufacturing. Management aims for 20-25%+ ROCE in the maturing food business, driven by value-added products and specialty chemicals. Bangladesh operations anticipate healthy growth.