M.V.K. Agro Food Product Limited — PPTs, 01-07-2026: Investor Presentation

MVK Agro Food Product delivered a strong FY26, with consolidated revenue soaring 117.73% to ₹339.22 Cr and PAT jumping 399.79% to ₹46.63 Cr. Basic EPS hit ₹12.20. Q4 alone saw PAT surge 573.06% to ₹30.60 Cr. This growth was fueled by robust sugarcane crushing (up 12.54% YoY) and a strategic shift towards premium sugar grades, alongside a significant 583.4% YoY rise in Jaggery sales.

A major growth driver is the strategic pivot to bio-energy. MVK Agro secured regulatory permission in February 2026 for a new Ethanol, Bio-CNG, and Fertilizer unit. This is transforming the company from a cyclical agricultural processor into a high-margin energy play, capitalizing on government fuel blending mandates (E20, E80 roadmap) and creating a zero-waste loop from sugarcane by-products.

Key recent developments include ₹177.20 Cr deployed as Capital Work-in-Progress for future capacity expansion, and a ₹50 Cr Rights Issue approved in May 2026 to fund growth initiatives.

Management aims to capitalize on the significant national ethanol supply deficit, pursuing higher and stable energy-grade margins. This strategy also promises stable additional income for regional farmers and substantial foreign exchange savings for the country.