Update shared on 23 Nov 2025
Fair value Decreased 7.51%Analysts have revised their fair value estimate for Godrej Agrovet downward from ₹883.67 to ₹817.33. This change reflects slightly lowered expectations for revenue growth and profit margins in the near term.
What's in the News
- Signed a non-binding MoU with the State Government of Andhra Pradesh to invest INR 70 million in expanding dairy processing and value-added product capacities, and to set up new Samadhan Centers for Oil Palm Farmers (Company Announcement).
- Board meeting scheduled for November 5, 2025, to consider and approve standalone and consolidated unaudited financial results for the quarter and half-year ended September 30, 2025 (Company Announcement).
- Signed a non-binding MoU with the Ministry of Food Processing Industries, Government of India, proposing an INR 960 crore investment for new manufacturing facilities and an R&D center, with focus on Oil Palm and Pet Food businesses across multiple states including Andhra Pradesh, Assam, Tripura, Telangana, and Maharashtra (Company Announcement).
- Mr. Sunil Kataria formally assumed charge as Chief Executive Officer and Managing Director effective September 1, 2025. He takes over from Mr. Balram Singh Yadav who retired. Mr. Kataria brings over twenty years of leadership experience from leading organizations (Company Announcement).
Valuation Changes
- Fair Value Estimate decreased from ₹883.67 to ₹817.33, reflecting slightly lower expectations for the company's future performance.
- Discount Rate rose marginally from 12.73% to 12.76%, indicating a small increase in perceived risk.
- Revenue Growth Forecast was lowered from 9.61% to 9.16%, suggesting reduced growth expectations.
- Net Profit Margin declined slightly from 6.49% to 6.33%.
- Future P/E Ratio fell from 29.50x to 28.15x, implying a somewhat more conservative outlook on future earnings.
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