Avadh Sugar & Energy Limited — PPTs, 11-11-2025: Investor Presentation

Avadh Sugar (AVADHSUGAR) reported mixed Q2 & H1 FY26 financial results. Revenue edged up to ₹668 Cr in Q2 (from ₹632 Cr YoY) and ₹1385 Cr in H1 (from ₹1340 Cr YoY). However, profits saw a decline, with Q2 PAT at ₹-7 Cr (vs ₹1 Cr YoY) and H1 PAT at ₹-15 Cr (vs ₹10 Cr YoY), leading to negative EPS.

The company is driving growth through its 'Transformative Agenda', including digitalization and governance improvements. Recent capacity expansions at Hargaon (to 13,000 TCD) and Seohara (to 12,000 TCD) are now operational. A new power tariff revision is set to boost profitability in the Co-Generation segment.

While the sugar sector faces margin pressure from rising sugarcane prices, the ethanol blending program continues strong, nearing its 20% target. The company's integrated operations position it to navigate these market dynamics.