Godrej Agrovet Q2 FY27: Rev ₹2,852 Cr

Metric	Value
Revenue	₹2,852 Cr

📢 Key Event
Godrej Agrovet reported Q1 FY27 consolidated sales of INR 2,852 crores, up 10% YoY, with Animal Nutrition and Oil Palm driving growth while Crop Care declined.

🔄 What Changed
Crop Care revenue declined 16.2% YoY due to delayed monsoon; Animal Nutrition segment result grew 29% YoY; Oil Palm segment result grew 14.4% YoY; dairy revenue grew 11.4% YoY; Bangladesh JV showed double-digit growth; Capex of INR300-350 crores announced for integrated facilities targeting 16-18% IRR.

🔮 What's Next
Revised Astec full-year revenue growth guidance to over 20% (from 20%); expects Crop Care recovery in July-September with new product rollouts; margins to normalize after temporary advantages; Capex phased over 3-4 quarters with no new investment beyond planned amounts.

💡 Investor Takeaway
The company is prioritizing high-ROCE capex, B2C expansion in dairy and frozen chicken, and margin recovery in Crop Care to drive sustainable earnings growth.

Godrej Agrovet reported consolidated sales of INR 2,852 crores, up 10% YoY, driven by strong growth in Animal Nutrition (12.6% revenue growth) and Oil Palm (28.9% revenue growth), while Crop Care declined 16.2% due to delayed monsoon. Dairy revenue grew 11.4% on branded volume growth of 6%, and Bangladesh JV showed double-digit growth. Management highlighted strategic capex of INR300-350 crores for integrated facilities targeting 16-18% IRR, with new products like Ashitaka and Takai expected to drive Crop Care recovery in H2. Forward guidance includes revised Astec revenue growth above 20% and margin normalization. Investor takeaway: disciplined capital allocation and B2C shift in Godrej Foods position the company for margin expansion and sustainable growth. Follow-up questions: 1. What is the expected timeline for Crop Care margin recovery? 2. How will Bangladesh JV profitability impact consolidated earnings? 3. What is the IRR target for the new palm oil complex?

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About Godrej Agrovet Limited (GODREJAGRO)

Fast Moving Consumer Goods · FMCG · Listed on NSE

Market Cap: ₹12,581.3 Cr P/E: 28.2 ROE: 20.9% ROCE: 20.7% Div Yield: 1.68%

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🔥 Also filed on 12 August 2026

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

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