AWL Flashcards
What led to the growth of the company?
Growth was led by edible oil business and food business is still in investment phase.
What caused the problems in the edible oil industry in the first half of last year?
Problems were due to their price protection strategies (hedges) going wrong.
What does an EBITDA profit per ton of around $3,500 indicate?
It indicates favorable conditions in the commodity markets.
What was the EBITDA profit per ton this quarter?
$4,956
What is the primary reason for degrowth in the industry essential segment?
Lower edible oil business, which is more of a parity-driven business.
What continues to grow in double digits within the industry essentials?
Oleochemical
What accounted for the loss in the food and FMCG segment?
Loss on the rice inventory due to downward correction in market.
How did the overall food and FMCG business perform for the quarter?
More or less remained EBITDA neutral.
What is the return on capital employed (ROCE) for the mature business of edible oil?
Close to 22%
What is the target ROCE for the food business segment?
20% to 25%
How much is the company investing in fixed assets for the food business from FY 22 to FY 24?
Increased from 482 cr to 1328 cr.
What has been the trend in prices of major oils like soya, sun, and palm?
Prices remain elevated compared to the last quarter.
What unusual trend was observed in palm oil pricing?
Palm remained costlier than sun and soya.
What has been the growth trend in the edible oils and wheat flour industry?
Showing subdued growth in low single digits for the last five quarters.
What revenue comes from Quick and E com in TTM?
3000+ cr
What was the volume growth in the edible oil business despite high prices?
Single-digit volume growth.
What was the volume growth percentage in the food and FMCG business this quarter?
23%
What is the market share change for the company?
Reduced by 20 bps from 18.3% to 18.1%.
What is the current direct coverage of outlets for the company?
More than 8 lakh outlets.
What is the rural saliency in the company’s business?
Close to 30%
What growth percentages were observed in E com and Q com?
E com grew by 41% and Q com by 81%.
What is the status of the IPO project at Gohana, Haryana?
More or less completed and expected to be operational by end of first quarter of next financial year.
What is the protein content of soya nuggets?
52% protein.
In which regions is Sattu more popular?
Eastern India like eastern UP, Bihar, Jharkhand.
