Avadh Sugar & Energy Limited — PPTs, 03-08-2026: Investor Presentation

Avadh Sugar reported robust Q1FY27 results, with revenue up 9% to Rs 781.05 Cr and EBITDA jumping 34% to Rs 38.25 Cr. The company achieved a positive PAT of Rs 0.24 Cr, reversing last year's loss. This improvement was largely driven by a 10% increase in sugar sales volume and a 2% rise in average sugar realizations. Its distillery segment also saw improved profitability due to better product margins, despite a slight dip in sales volume.

The company's strategy focuses on its integrated model across sugar, ethanol, and co-generation. Ethanol remains a key growth engine, aligning with India's blending targets (20% achieved by June 2026). Recent developments include a 100% dividend paid for FY26 and the government increasing sugarcane FRP for the upcoming season.

Management anticipates a tight sugar supply cycle, supported by strong domestic demand and continued ethanol blending. While monsoon patterns and export policies are key watch points, disciplined inventory management is expected to support sugar realizations. Uttar Pradesh is set to remain a leading sugar producer, with the industry prioritizing efficiency and value creation.