Godrej Agrovet- Revitalizing Profitability, A Turnaround For Sustainable Growth Across Segments: Motilal Oswal

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Godrej Agrovet Ltd.’s animal feed and standalone crop protection businesses are likely to sustain their healthy performances going ahead, along with sustained profitability in the dairy and poultry/processed food businesses. This growth trajectory is led by the company’s enhanced focus on value added products and branded products. Vegetable oil business is expected to witness improvement in profitability as it moves up the value chain (refining and solvent extraction). While the company is expected to witness near-term hurdles in its enterprise product segment of crop protection business (Astec).Most of the segments are expected to witness improvement in profitability going ahead (which was missing over the last few years) on the back of multiple segment-specific measures. We expect the improvement to be more sustainable in nature, which was somewhat visible in its Q1 FY25 earnings. We raise our FY25/FY26 Ebitda estimates for Godrej Agrovet by 9%/8%, backed by better profitability across segments.We estimate a CAGR of 9%/25%/37% in revenue/Ebitda/adjusted profit after tax and upgrade our rating to Buy with a revised target price of Rs 970, based on FY26E SOTP..Click on the attachment to read the full report:.Northern Arc Capital IPO - Issue Details, Financials, Peer Comparison, Strengths, Risks And More: DRChoksey.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Godrej Agrovet- Revitalizing Profitability, A Turnaround For Sustainable Growth Across Segments: Motilal Oswal

The brokerage upgrades its rating to 'Buy' with a revised target price of Rs 970, based on FY26E SOTP.

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Godrej Agrovet- Revitalizing Profitability, A Turnaround For Sustainable Growth Across Segments: Motilal Oswal

The brokerage upgrades its rating to 'Buy' with a revised target price of Rs 970, based on FY26E SOTP.

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