Godrej Agrovet Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Godrej Agrovet delivered strong Q4 and FY26 results. FY26 consolidated revenue crossed INR 10,000 Cr (+9% YoY to INR 10,233 Cr), with Profit Before Tax (ex-exceptional items) up 17.2% to INR 569 Cr. Q4 PBT grew 16.8% to INR 87 Cr. Return on Capital Employed (ROCE) improved significantly from 16% to 20%.

Management anticipates early double-digit revenue growth and mid-strong double-digit PBT growth for FY27, driven by volumes. Animal Nutrition aims for double-digit volume growth with new products. Oil Palm expects double-digit volume, record area growth, and value-added product focus. Crop Care forecasts strong recovery from Q2 FY27, diversifying its portfolio with new herbicides. Astec LifeSciences, now EBITDA break-even, targets 15-20% growth, led by CDMO. Godrej Foods will exit live bird trading, focusing on new value-added segments like momos and frozen chicken. The company is also reviewing non-core assets.