Venky's (India) Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Venky's Q2 FY26 financial performance saw a decline due to significantly lower realizations in day-old broiler chicks, CBF birds, and broiler hatching eggs, exacerbated by festivals and abnormal rains. The poultry segment reported an EBIT loss of 58 Cr. Management anticipates a strong rebound in H2 FY26, noting improving prices since late October and declining maize/soya costs expected to benefit Q3. The Animal Health Products (AHP) segment demonstrated satisfactory and consistent growth, projecting 370-380 Cr revenue for the year, up from 335 Cr. While investor sentiment expressed concern over wealth erosion, management maintains an optimistic outlook for the coming quarters.