Venky's (India) Limited (523261) Earnings Call Transcripts

Venky's (India) Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Venky's India Limited reported a significant improvement in performance, driven by robust sales in the poultry segment and a recovery in the oilseed business. Revenue for the quarter reached INR 1,200 crores, a 10% increase year-over-year, while net profit surged to INR 150 crores, up from INR 100 crores in the same quarter last year. Management maintained a positive outlook for FY '27, expecting continued growth in both the poultry and animal health segments, with guidance suggesting a revenue increase of 8-10%.

Reported metrics

Guidance from management

Management expects revenue growth of 8-10% for FY '27, with a focus on increasing poultry volumes and maintaining strong performance in the Animal Health segment.

What management said

The volume of commercial broiler birds is 8.69 crores in '25-'26 against the previous year, it was 9.17 crores birds. There was a reduction of almost 49 lakh kgs during this financial year. In regard to the layer chicks, the volume was 4.57 crores in this year, whereas last year, it was 4.38 crores. So there is an increase of 19 lakh chicks during the year. In case of broiler chicks it is 11.46 crores chicks during t...

No. As far as the commercial broiler costing is there, the day-old chicks being supplied to the commercial broiler division is on the cost basis, which is -- which was INR 28 per kg -- INR 28 per number throughout the year. So that was fixed for the year. So that is not affecting the cost of production of commercial broiler bird ultimately because the bird prices remain same for the entire year based on the costing.

What analysts pressed on

Analysts expressed concerns regarding the volatility in poultry pricing and the potential impact of El Nino on productivity. There were also questions about the sustainability of margins in the face of rising raw material costs.

Main topics on the call

• Poultry Segment Performance — The poultry segment saw improved realizations, with broiler prices reaching INR 102.67 per kg in Q4, up from INR 90.37 per kg in the previous year. Management noted, "Poultry and poultry products segment delivered a robu...
• Animal Health Products Growth — The Animal Health Products segment achieved a quarterly run rate of INR 100 crores, with EBIT margins at 29%. Management indicated that this performance is sustainable, stating, "We are likely to see the improvement in t...
• Oilseed Segment Recovery — The oilseed segment reported an EBIT margin of 5.3%, reflecting a gradual increase in capacity utilization. Management highlighted that "there has been a gradual increase in the capacity utilization" over the last six mo...
• Cost Pressures and Volatility — Management acknowledged potential cost pressures due to fluctuating raw material prices, particularly in the poultry segment. They noted, "Prices are going to remain a little higher than the last year," indicating a caut...

Read the full Venky's (India) Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 2 Venky's (India) Limited earnings call transcripts on record, spanning May 13, 2025 to May 15, 2026. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

523261

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

2

First call

May 13, 2025

Most recent

May 15, 2026