Deven Choksey's research report on AWL Agri Business
In Q1FY26, AWL experienced a challenging quarter led by muted consumer demand, strategic consolidation of regional rice operations, one-off G2G rice business in the base year, and fluctuations in edible oil prices. The company’s revenue came in at INR 1,70,587 Mn. (- 6.4% QoQ /+20.5% YoY), below our estimates, mainly due to regional consolidation and weak palm oil sales. The growth was primarily driven by edible oils and industry essentials.
Outlook
We upgrade our “REDUCE” rating on AWL to “HOLD” owing to the improved visibility on edible oil volume recovery, driven by palm oil price correction, and favorable import duty structure.
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