Venkys (India) Q4 FY26 Share Price & Earnings Call Analysis
- Market cap
- ₹2,120 Cr
- P/E
- 12.22
- ROE
- 9.07%
- PEG
- 0.49
- Price to sales
- 0.54
- Debt to equity
- 0.10
- 52W high / low
- ₹1,787 / ₹1,171
- Sales growth (5Y)
- 3.64%
- EBITDA margin
- 5.97%
- Net profit margin
- 3.74%
- Promoter holding
- 56.11%
- Sales (last year)
- ₹3,980 Cr
Venky’s India Ltd, a part of the VH group, is majorly engaged in poultry breeding and chicken meat processing. [1]
Guidance scorecard · Q4 FY26 call
What Venkys (India) Ltd's management guided
and where it ranks in Food Products
RevenueQ4 FY26 call
10–20%- Poultry segment growth expected at 7%-8% industry level; Venky's also plans internal growth in layers and broilers.
- Layer chicks sales planned to increase from 4.57 crores in '25-'26 to over 5 crores in '26-'27.
- Broiler chick and contract broiler farming (CBF) volumes targeted to grow by 4%-5%.
- Animal Health business expected to achieve 15%-20% growth with continued double-digit expansion.
- Soya business EBITDA and top line anticipated to maintain current run rates and contribute to growth.
- Oil processing business recovery seen since FY24 with steady margins going forward.
- Incremental growth largely expected from outside the group through expanded distribution channels.
2 more points from Venkys (India) Ltd's call on revenue
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MarginsQ4 FY26 call
FlatSee what Venkys (India) Ltd said on margins — free account, 30 seconds.
CapexQ4 FY26 call
None planned- Venky's plans to focus on strengthening existing units over the next year before considering further capex.
- No immediate plans for increasing working capital or term loans; sufficient working capital (~INR160 crores) is in place.
- Current capacity utilization is improving with expectations to reach ~80%.
- The company is cautious about adding new liabilities or investments amidst volatile raw material pricing.
2 more points from Venkys (India) Ltd's call on capex
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FundraisingQ4 FY26 call
None plannedSee what Venkys (India) Ltd said on fundraising — free account, 30 seconds.
Order bookQ4 FY26 call
- Poultry segment growth plans (layer chicks increasing from 4.57 crores to 5 crores in FY '26-'27).
- Broiler segment growth expected at 4%-5% in contract broiler farming.
- Expansion largely driven by existing players (over 75% expansion).
- Volatility in poultry prices expected to reduce as market matures.
Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Food Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Food Products companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹459 Cr | 7.9 | |
| 2 | 40%+ | Up 2%+ | ₹454 Cr | 79.8 | |
| 3 | 40%+ | Flat | ₹1,061 Cr | 48.2 | |
| 4 | 40%+ | Flat | ₹157 Cr | 10.5 | |
| 5 | 20–40% | Up 2%+ | ₹671 Cr | 48.3 | |
| 6 | 20–40% | Up 2%+ | ₹265 Cr | 7.8 |
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Pro shows every company guiding 40%+ revenue growth →Full Food Products rankingFinancials of Venkys (India) Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Venkys (India) Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 1,042 | 976 | 913 | 953 | 896 | 808 | 774 | 882 | 843 | 866 | 801 | 960 | 1,100 |
| Expenses + | 1,008 | 946 | 863 | 960 | 846 | 705 | 760 | 853 | 818 | 842 | 832 | 890 | 971 |
| Operating Profit | 34 | 31 | 50 | -7 | 50 | 103 | 14 | 29 | 25 | 24 | -31 | 70 | 130 |
| OPM % | 3% | 3% | 5% | -1% | 6% | 13% | 2% | 3% | 3% | 3% | -4% | 7% | 12% |
| Other Income + | 14 | 9 | 9 | 10 | 11 | 10 | 10 | 12 | 12 | 12 | 10 | 10 | 16 |
| Interest | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 4 | 3 |
| Depreciation | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 10 | 9 | 9 | 9 | 9 |
| Profit before tax | 34 | 27 | 46 | -10 | 47 | 101 | 11 | 28 | 23 | 22 | -35 | 66 | 133 |
| Tax % | 26% | 27% | 26% | -24% | 29% | 25% | 29% | 27% | 42% | 27% | -24% | 27% | 24% |
| Net Profit + | 25 | 19 | 34 | -8 | 34 | 75 | 8 | 20 | 13 | 16 | -27 | 49 | 101 |
| EPS in Rs | 17.91 | 13.78 | 24.20 | -5.64 | 23.79 | 53.37 | 5.51 | 14.47 | 9.44 | 11.24 | -18.83 | 34.48 | 71.96 |
Financials of Venkys (India) Ltd
Profit & Loss
Annual income statement trend
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 1,731 | 2,127 | 2,476 | 2,686 | 3,043 | 3,261 | 3,117 | 4,400 | 4,234 | 3,738 | 3,307 | 3,727 |
| Expenses + | 1,631 | 1,990 | 2,198 | 2,299 | 2,734 | 3,282 | 2,728 | 4,154 | 4,122 | 3,615 | 3,135 | 3,535 |
| Operating Profit | 100 | 137 | 278 | 388 | 309 | -21 | 389 | 246 | 112 | 123 | 172 | 192 |
| OPM % | 6% | 6% | 11% | 14% | 10% | -1% | 12% | 6% | 3% | 3% | 5% | 5% |
| Other Income + | 34 | 32 | 34 | 27 | 28 | 35 | 36 | 34 | 37 | 39 | 44 | 48 |
| Interest | 74 | 85 | 77 | 50 | 32 | 30 | 28 | 18 | 18 | 18 | 16 | 17 |
| Depreciation | 32 | 30 | 28 | 28 | 29 | 34 | 35 | 37 | 35 | 35 | 37 | 37 |
| Profit before tax | 28 | 54 | 206 | 337 | 277 | -50 | 361 | 226 | 95 | 109 | 163 | 186 |
| Tax % | 33% | 29% | 39% | 41% | 37% | -45% | 26% | 27% | 26% | 28% | 28% | 25% |
| Net Profit + | 19 | 38 | 125 | 200 | 174 | -27 | 268 | 165 | 70 | 79 | 117 | 139 |
| EPS in Rs | 13.26 | 27.14 | 88.55 | 141.77 | 123.61 | -19.28 | 190.06 | 116.97 | 50.03 | 56.13 | 82.78 | 98.85 |
| Dividend Payout % | 25% | 18% | 7% | 6% | 6% | 0% | 9% | 11% | 12% | 12% | 12% | 10% |
Financials of Venkys (India) Ltd
Balance Sheet
Capital structure and asset base
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 9 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 |
| Reserves | 362 | 405 | 517 | 707 | 867 | 822 | 1,090 | 1,235 | 1,285 | 1,356 | 1,461 | 1,582 |
| Borrowings + | 762 | 746 | 545 | 350 | 268 | 310 | 186 | 199 | 191 | 172 | 170 | 167 |
| Other Liabilities + | 287 | 340 | 285 | 360 | 408 | 451 | 499 | 499 | 526 | 552 | 425 | 546 |
| Total Liabilities | 1,420 | 1,504 | 1,360 | 1,431 | 1,557 | 1,597 | 1,790 | 1,947 | 2,015 | 2,094 | 2,070 | 2,309 |
| Fixed Assets + | 476 | 473 | 468 | 472 | 501 | 571 | 618 | 603 | 592 | 618 | 645 | 646 |
| CWIP | 9 | 7 | 8 | 17 | 66 | 53 | 10 | 14 | 34 | 28 | 8 | 9 |
| Investments | 62 | 2 | 2 | 0 | 6 | 7 | 45 | 70 | 90 | 105 | 122 | 213 |
| Other Assets + | 874 | 1,022 | 882 | 942 | 984 | 966 | 1,116 | 1,260 | 1,299 | 1,343 | 1,296 | 1,440 |
| Total Assets | 1,420 | 1,504 | 1,360 | 1,431 | 1,557 | 1,597 | 1,790 | 1,947 | 2,015 | 2,094 | 2,070 | 2,309 |
Financials of Venkys (India) Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 59 | 78 | 211 | 256 | 159 | 58 | 242 | 5 | 86 | 82 | 66 | 191 |
| Cash from Investing Activity + | -113 | 51 | 57 | -29 | -38 | -53 | -46 | -19 | -27 | -37 | -38 | -108 |
| Cash from Financing Activity + | 52 | -112 | -280 | -245 | -120 | -9 | -148 | -34 | -45 | -47 | -30 | -36 |
| Net Cash Flow | -1 | 18 | -12 | -18 | 0 | -4 | 48 | -48 | 15 | -2 | -2 | 47 |
| Free Cash Flow | -71 | 56 | 186 | 209 | 57 | -25 | 207 | -25 | 44 | 32 | 21 | 151 |
| CFO/OP | 69% | 61% | 100% | 101% | 87% | -447% | 71% | 29% | 105% | 85% | 60% | 123% |
Financials of Venkys (India) Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 48 | 53 | 39 | 40 | 37 | 50 | 46 | 53 | 57 | 70 | 61 | 53 |
| Inventory Days | 60 | 23 | 23 | 32 | 35 | 15 | 36 | 19 | 21 | 21 | 37 | 43 |
| Days Payable | 51 | 56 | 36 | 45 | 47 | 52 | 57 | 41 | 46 | 53 | 44 | 43 |
| Cash Conversion Cycle | 58 | 20 | 27 | 27 | 25 | 13 | 24 | 31 | 31 | 38 | 55 | 53 |
| Working Capital Days | -52 | -25 | -11 | 7 | 17 | -1 | 25 | 34 | 35 | 43 | 55 | 67 |
| ROCE % | 9% | 12% | 25% | 36% | 28% | -2% | 32% | 18% | 8% | 8% | 11% | 12% |
Guidance history
How Venkys (India) Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q4 FY26 call → | 10–20% | Flat | None planned | None planned | — |
| Q2 FY26 call → | 0–10% | Up 0–2% | Planned | — | — |
| Q4 FY25 call → | 10–20% | Flat | Planned | — | — |
| Q2 FY25 call → | 0–10% | Flat | None planned | — | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
28 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −2.8% | 59% |
| Last 6 months | −4.9% | 48% |
| Last 3 months | +0.3% | 68% |
The price is 66.1% below its all-time high of ₹4,431.4 (20 Apr 2018). Stocks more than 20% below their peak have their score halved, so 56 became 28.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Venkys (India) Ltd: 0.4 × 59 + 0.4 × 48 + 0.2 × 68 = 56, halved to 28 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 30 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Venkys (India) Ltd's management said in earlier quarters
- Q3 FY25 earnings call analysis →
- Q3 FY24 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q2 FY25 earnings call →
- Q4 FY24 earnings call →
- Q2 FY24 earnings call →
- Q4 FY23 earnings call →
- Q4 FY22 earnings call →
- Q2 FY22 earnings call →
- Q4 FY21 earnings call →
- Q3 FY21 earnings call →
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