AWL Agri Business shares surge over 6% on record Q1 revenue

Shares of AWL Agri Business surged 6.20% to Rs 278 apiece on the BSE in Thursday’s trade after the company reported its highest-ever quarterly revenue in the June '25 quarter, signalling strong underlying momentum in key segments despite a year-on-year decline in net profit.

The rally comes on the back of a robust 21% year-on-year growth in revenue for Q1FY26, which stood at Rs 17,059 crore, marking the company’s best-ever first-quarter top-line performance. This revenue growth was driven by higher realisations in the edible oil segment, which alone contributed Rs 13,415 crore — a 26% increase YoY.

Despite the topline growth, net profit for the quarter fell 24% to Rs 236 crore, compared to Rs 313 crore in the same quarter last year. The company cited muted consumer demand, strategic consolidation in regional rice operations, and the absence of a one-off government-to-government rice business seen in the base year as key reasons for the profit contraction.

Segment Performance & Strategy

Edible Oils: Delivered strong growth, led by mustard oil and improved branded volume performance (excluding palm oil).

Industry Essentials: Posted 12% revenue growth.

Food & FMCG: Revenue declined by 8% due to rice-related headwinds, including weak exports and base effects.

Quick Commerce: Emerged as a bright spot, with 75% volume growth in Q1, helping alternate channels generate Rs 3,900 crore in LTM revenue.

While overall volumes declined 5% YoY, management emphasised that core categories remained resilient. The company also reported an operating EBITDA of Rs 519 crore for the quarter and Rs 2,384 crore on a trailing twelve-month basis.

Also read: Rs 40,000 crore dividend boom! How Ambani, Adani & India's top billionaires got richer in FY25

AWL's retail expansion strategy also impressed investors, with direct retail reach rising 18% YoY to 8.7 lakh outlets, and rural town coverage reaching 55,000 locations—a 10x jump from FY22.

Despite input cost pressures and pricing volatility in global edible oil markets, the company’s ability to sustain revenue growth and expand distribution footprint appears to have reassured investors, driving the stock higher in today's session.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)