Godrej Agrovet Limited — PPTs, 05-11-2025: Investor Presentation

Godrej Agrovet's H1 FY26 revenue climbed 8% to ₹5,182 Cr, while Q2 revenue rose 5% to ₹2,567 Cr. H1 Profit After Tax (PAT) edged down 1% to ₹233 Cr, and Q2 PAT dropped 19% to ₹84 Cr.

**Business Performance:** Animal Feed achieved record volumes, sustaining margins despite lower commodity prices. Vegetable Oil was a star, with H1 revenue surging 65% and Q2 up 41%, driven by higher product realizations and record oil extraction. Crop Protection revenue dipped ~30% in Q2 due to widespread rainfall affecting sales. Astec Lifesciences' enterprise segment grew 15%, though overall revenue fell ~25% from cautious contract manufacturing. Dairy's Value-Added Products (VAP) grew ~8%, boosting segment contribution. Poultry's branded segment, led by Yummiez (+19%), improved profitability.

**Growth Drivers/Strategy:** Focus areas include operational excellence in Vegetable Oil, portfolio premiumization in Dairy's VAP, and a strategic shift to value-added products in Poultry. The company also heavily invests in ESG, notably with solar rooftops, water positivity, and approved science-based emission targets.

**Recent Developments:** Yummiez launched new products like Crispy Bites and Chicken Momos. Godrej Agrovet earned an 'A-' leadership band in CDP climate disclosure and 'Oriented' recognition in CII Climate Action.