Dekho, AWL Agri Business ke liye March 2026 quarter ka performance zabardast raha. Company ne overall double-digit volume growth report kiya hai. Sabse bada reason? Unka edible oils business, jismein volume 17% saal-dar-saal badha. Aur toh aur, poore domestic business mein bhi 13% ka solid jump aaya hai. Toh lagta hai ki logon ne khane wale tel (edible oils) zyada kharide hain.
Haan, yeh bhi suno ki FMCG aur food segment thoda flat raha. Iska reason rice export ko manage karna tha, lekin achhi baat yeh hai ki Fortune aur Kohinoor jaise core brands ne 30% se bhi zyada volume growth dikhaya! Matlab, brands mein dum hai.
Abhi asli magic toh alternate channels mein dikha! Quick commerce toh 46% tak tez ho gaya, matlab logon ko fast delivery pasand aa rahi hai. Overall, yeh channels 43% bhag gaye. Aur company ne desh ke 60,000 se zyada gaon tak apni reach badha li hai, lagbhag 1.2 lakh naye outlets jod kar. Rural area hi future growth ka engine banega!
Company ki market cap abhi ₹23,870 crore ke aas-paas hai aur P/E ratio lagbhag 25.74x hai. Patanjali Foods se compare karein toh unka P/E 30.85x hai, toh AWL Agri valuation ke hisaab se theek lag raha hai.
Par sab kuch itna smooth nahi hai. FMCG mein flat performance aur rice export ki situation thodi chinta wali hai. Rural mein investment ka return kab aayega, yeh bhi dekhna hoga. Quick commerce mein competition bhi badh raha hai. Stock bhi pichhle saal se gira hai, around ₹183.71 trade ho raha hai. Analyst log bhi confuse hain – kuch log target ₹300+ bol rahe hain, toh kuch technical indicators caution dikha rahe hain. Promoter holding kam hone ki bhi news hai, jo kabhi kabhi market ko pasand nahi aata.
Anyways, company ka focus purey rural network ko strong karne aur quick commerce mein aage badhne par hai. Agar sab kuch plan ke hisaab se chala toh future mein acha growth dikh sakta hai.