AWL Agri Business Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

AWL Agri Business saw Q3 FY26 consolidated volumes rise 3% and revenue grow 10%, with EBITDA hitting INR637 crores. Per-ton profitability guidance remains strong, backed by disciplined execution. Fortune brand grew 13%, Kohinoor 32%. While Food volumes were broadly flat (ex-G2G), other food products achieved double-digit growth. Alternate channels, especially quick commerce, surged 65% YoY, offering superior margins. Management is boosting distribution and pursuing inorganic growth in Foods, targeting 5-7% EBITDA margins long-term, though the INR10,000 Cr revenue goal may shift to FY28. Stable commodity prices and improving rural demand hint at a positive FY27 outlook.