Godrej Agrovet Ltd

The transcript on the provided pages does not explicitly mention any current or upcoming fundraising plans through debt or equity for Godrej Agrovet Limited. However, the following related points can be noted: - The company is in the middle of annual operating exercises and strategic portfolio discussions, with some structural calls on capital allocation expected. - There are mentions of capital allocation priorities towards businesses with higher growth and profitability. - Specific funding or fundraising activities (debt or equity) are not detailed or explicitly stated. - The discussion hints at potential future announcements related to portfolio restructuring, value creation, or capital allocation, but nothing concrete on fundraising. In summary, there is no direct information on current or future new fundraising via debt or equity in the provided pages.

- New CPO processing plant in Khammam to go live within 2 months. - Downstream refinery for value-added products (cocoa butter substitute, cocoa butter equivalent, CPKO refining) to be commissioned by Q1 of the coming year. - These capex projects will significantly ramp up downstream value-added product capacity, increasing contribution from ~8% currently to rapid growth. - In Crop Protection, planned launch of 2 in-house products in FY '27. - Continuing investment in product pipeline diversification (e.g., Ashitaka maize herbicide launched; Takai multi-crop insecticide launching soon). - Strategic focus on capital allocation to prioritized businesses aligned with market attractiveness, growth potential, profitability, and return on capital employed. - Detailed portfolio choices and value creation strategy to be communicated in April (potential structural calls on businesses, but specifics premature).

- FY '27 growth guidance around 15%, lower than previous targets of 25-30% due to ongoing detailed planning and market assessment (Page 19). - Foods business aims to be a meaningful growth driver, focusing on value-added branded products, innovation, and go-to-market execution (Page 19). - Animal Feed segment—cattle feed volume growth around 16.5% for 9 months, indicating strong ongoing momentum (Page 15). - Oil palm business expects Fresh Fruit Bunch (FFB) tonnage growth of 12-15% CAGR on a steady-state basis driven by expanded acreage and farmer engagement (Page 9). - Astec LifeSciences targets approx. 15% revenue growth next year, mainly led by CDMO segment, following a recovery and positive EBITDA trend (Page 17). - Crop Protection expects to maintain midterm margins around 28-30% with sustained revenue growth post unseasonal weather impacts (Page 16).

- FY '27 growth guidance is initially targeted at about 15% revenue growth, which is lower than past guidance of 25-30%, but this is preliminary and subject to annual planning completion by March. (Page 19) - Astec LifeSciences targets EBITDA breakeven in FY '26 and about 15% revenue growth for the following year, driven mainly by CDMO business. (Page 17) - Crop Protection margins are expected to sustain at 28-30%, considered upper-end industry levels. (Page 17) - Value-added product contribution, especially in the Vegetable Oil business, is set to increase with new refinery capex coming online, leading to faster profit growth in that segment. (Page 10) - Foods business aims for meaningful growth focusing on value-added branded products, food innovation, and go-to-market investments to improve margins and topline over 2-3 years. (Page 19) - Dairy business maintaining gross margin expansion despite inflation; confident of stable milk procurement and growth outlook. (Pages 17, 9)

The provided pages from the Godrej Agrovet Limited report do not contain specific information regarding the current or expected order book or pending orders. The discussion mainly focuses on: - Business segments like triazoles, milk procurement, crop protection, and animal feed. - Operational updates and growth outlooks. - Margins and product portfolio expansion. - Strategic initiatives and value unlocking discussions. - Market conditions and competitive positioning. There is no explicit mention or data related to the order book or pending orders in the excerpts given.