AWL AGRI BUSINESS Results Analysis-Q4FY26

Operating Revenue for Q4FY26 is Rs. 21,465 Crs., 17.75% growth YoY, Total Income is Rs. 21,623 Crs., 18.21% growth YoY, Gross Profit is Rs. 2,236 Crs., 27.37% growth YoY, EBITDA is Rs. 682 Crs., 33.7% growth YoY, EBITDA Margin is 3.16% improved by 37 Basis points YoY, PBT Rs. 380 Crs. 62.2% growth YoY, PAT Rs. 293 Crs. 53.71% growth YoY. Volume for Q4FY26 is 1.9 Million MT, 14% growth YoY, EBITDA Per Ton for Q4FY26 is Rs. 3,333 per MT, 23% growth YoY. On QoQ basis Op. Revenue is up by 15.39%, Total Income is up by 15.42%, Gross Profit is up by 15.58%, But EBITDA is flat to negative, PBT is up by 4.58% and PAT is also up by 8.93%. Q4 FY'26 delivered solid topline momentum with volumes, Revenues and profitability during the quarter. Brand growth in Q4: Fortune (oil + food) +11% YoY, Kohinoor +39% YoY (quarter) Unit margin guidance: steady-state EBITDA/ton “around INR3,600… or INR3,500 for a safer side” despite volatility. Edible oil demand sensitivity: “at every INR10, we see demand slowing down by 1% and vice versa.”