Godrej Agrovet Limited (GODREJAGRO) Earnings Call Transcripts

Godrej Agrovet Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Godrej Agrovet Limited reported consolidated revenues of INR 2,333 crores, a 9% year-on-year increase, and profit before tax of INR 87 crores, up 16.8%. For the full fiscal year, revenues surpassed INR 10,000 crores, reaching INR 10,233 crores, with a profit before tax of INR 569 crores, reflecting a 17.2% increase. Management provided guidance for FY '27, targeting early double-digit revenue growth and mid-teens profit before tax growth, indicating a strong outlook despite external uncertainties such as the Iran war and potential impacts from monsoon conditions.

Reported metrics

Guidance from management

Management expects early double-digit revenue growth and mid-teens profit before tax growth for FY '27, despite external uncertainties. They aim to focus on volume-driven growth across all segments.

What management said

Yes. I will also mention that a lot depends on what happens in the Middle East. And palm oil prices are strongly correlated with crude oil prices because of the connection through biodiesel. And therefore, a lot will depend on that. But I would also like to say that the -- if the Middle East war continues, it will probably be bad for the crop protection business, but good for oil palm. So for Agrovet overall, the imp...

Yes. I would like to add that Sunil has got a lot of focus on the sales organization and the marketing organization -- we always had very strong R&D, but now we are focusing it more directly on the consumer. And as a result, we have developed these new products. And I think these initiatives will continue -- and we have the potential of helping the farmers greatly by making better quality feed, which gives more produ...

What analysts pressed on

Analysts raised concerns about the impact of external factors such as the Iran war and below-normal monsoon predictions on future performance. There were also questions regarding the strategic direction of the Astec business and potential impacts on margins from rising input costs.

Main topics on the call

• Revenue Growth — Godrej Agrovet achieved consolidated revenues of INR 2,333 crores in Q4 FY '26, marking a 9% year-on-year growth. This growth was attributed to 'broad-based volume-led growth' and 'disciplined margin management'.
• Profit Before Tax Increase — Profit before tax for Q4 FY '26 rose to INR 87 crores, a 16.8% increase, driven by improved quality of earnings and margin expansion. Management noted, 'the company surpassed an important milestone' with a full-year prof...
• Segment Performance — Animal Nutrition volumes grew 15% year-on-year, with cattle feed volumes increasing by 24%. The Crop Care business faced challenges due to inventory issues, but management expects a recovery in FY '27.
• Management Guidance for FY '27 — Management provided guidance for FY '27, targeting 'early double-digit revenue growth' and 'mid-teens profit before tax growth'. They emphasized a focus on volume-driven growth across segments.

Read the full Godrej Agrovet Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 Godrej Agrovet Limited earnings call transcripts on record, spanning February 6, 2020 to August 6, 2026. Based on this history, Godrej Agrovet Limited reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GODREJAGRO

Exchange

NSEI

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

24

First call

February 6, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly