Avadh Sugar & Energy (AVADHSUGAR) — concall transcript

📢 Key Event
Avadh Sugar & Energy reported mixed Q4 results with lower quarterly revenue and PAT but higher full-year EBITDA and PAT, driven by strategic initiatives and improved sugar realization.

🔄 What Changed

Full-year EBITDA increased to ₹334 crores (from ₹264 crores), PAT rose to ₹128 crores (from ₹120 crores), and sugar realization grew to ₹3776 per quintal (Q4) and ₹3727 (FY).

🔮 What's Next
Targeting ₹39-40/ton sugar prices through September-October, sustainable EBITDA of INR72-75 crores annually, ROCE of 25-27% for new projects, and ethanol capacity expansion to 425 KLPD via a new 100 KLPD plant at Rosa.

💡 Investor Takeaway
The company is focusing on strategic seed replacement, ethanol expansion, and capex efficiency to drive sustainable profitability despite near-term sugar price and production volatility.

Avadh Sugar & Energy reported Q4 FY24 revenue of ₹620 crores (down from ₹846 crores YoY) and PAT of ₹55 crores (down from ₹79 crores), though full-year EBITDA rose to ₹334 crores (up from ₹264 crores) and PAT to ₹128 crores (up from ₹120 crores). Sugar realization increased to ₹3776 per quintal (Q4) and ₹3727 (FY), while sugarcane crush fell to 299 thousand tonnes (from 315 thousand tonnes YoY). Management highlighted strategic varietal shifts in sugarcane seeds (targeting 60-70% replacement of C0238 by next year), planned ethanol capacity expansion to 425 KLPD via a new 100 KLPD plant at Rosa, and capex of INR300 crores over two years. They anticipate sugar prices of ₹39-40/ton through September-October and aim for sustainable EBITDA of INR72-75 crores annually, with ROCE targets of 25-27% for new projects.

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About Avadh Sugar & Energy Ltd (AVADHSUGAR)

Fast Moving Consumer Goods · Sugar · Listed on BSE

Market Cap: ₹1,626.9 Cr P/E: 24.7 ROE: 5.9% ROCE: 6.8% Div Yield: 1.23%

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"How will the 60-70% C0238 seed replacement target impact yields and recovery rates?" "What is the timeline and status of government clearance for the new ethanol plant at Rosa?" "How will the planned ethanol capacity expansion affect margins and ROCE targets?"

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🔥 Also filed on 31 March 2024

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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