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AWL: Margin Gains And Ownership Shift Will Support Future Upside

Rising Protein Demand And Food Security Will Reshape Packaged Foods

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AWL
AnalystHighTarget
Not Invested
Published 29 Jun 2025

Update shared on 13 Dec 2025

Fair value Decreased 2.77%
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AnalystHighTarget's Fair Value
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1Y
-19.4%
7D
-3.3%

Analysts have modestly trimmed their price target for AWL Agri Business from ₹397 to ₹386, as they factor in slightly slower expected revenue growth, offset in part by better projected profit margins and a lower future price to earnings multiple.

What's in the News

  • Lence Pte. Ltd. completed the acquisition of an additional 13% stake in AWL Agri Business from Adani Commodities LLP for INR 46.5 billion, lifting its holding to 56.94% of the existing paid up equity share capital, with flexibility to go up to a 63.94% stake under the share purchase agreement (Key Developments)
  • Adani Commodities plans to use the INR 71.4 billion proceeds from stake sales in AWL to accelerate investments in core infrastructure platforms across energy and utility, transport and logistics, and other sectors (Key Developments)
  • The Board approved the elevation of long time leader Angshu Mallick from CEO to Executive Deputy Chairman and appointed Shrikant Kanhere as Managing Director and CEO for three years effective 4 November 2025, subject to shareholder approval (Key Developments)
  • Following his move to MD and CEO, Shrikant Kanhere relinquished the CFO role, with Pankaj Goyal appointed as Interim Chief Financial Officer and Key Managerial Personnel from 4 November 2025 (Key Developments)
  • AWL signed a multi year partnership with the Solvent Extractors Association of India and Solidaridad to scale the Regenerative Mustard Mission to 3,000 model farms and 20,000 farmers by 2027, targeting a 30% boost in smallholder productivity and reduced edible oil import dependence (Key Developments)

Valuation Changes

  • Fair Value: Trimmed slightly from ₹397 to ₹386, reflecting a modestly lower intrinsic value estimate.
  • Discount Rate: Raised marginally from 12.73% to 12.76%, indicating a slightly higher perceived risk or required return.
  • Revenue Growth: Reduced notably from 10.11% to 8.03% per year, signaling more cautious expectations for top line expansion.
  • Net Profit Margin: Increased from 1.89% to 2.11%, suggesting improved profitability assumptions despite slower growth.
  • Future P/E: Lowered from 42.27x to 38.21x, implying a more conservative multiple applied to forward earnings.

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Disclaimer

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