Why Venky’s shares may stay in focus after Q4 profit surges 662%

Venky’s India is likely to remain in focus after the company reported a sharp turnaround in Q4 FY26, with consolidated net profit surging 662.2% year-on-year to Rs 101.37 crore, compared with Rs 13.30 crore in Q4 FY25.

The strong performance was driven by a broad-based recovery across its poultry, animal health products and oilseed businesses. Revenue from operations rose 30.5% year-on-year to Rs 1,100.47 crore and increased 14.6% sequentially from Q3 FY26.

The company’s operating performance improved sharply during the quarter. EBITDA jumped 411.5% year-on-year to Rs 129.76 crore, compared with Rs 25.40 crore in the same quarter last year. EBITDA margin expanded by 878 basis points to 11.8%, compared with 3.01% in Q4 FY25.

Earnings per share for the quarter stood at Rs 72.0, up 662.3% year-on-year.

The biggest driver of the turnaround came from the company’s Poultry and Poultry Products segment. Segment revenue rose 17.2% year-on-year to Rs 552.36 crore and increased 10.2% sequentially. Segment EBIT surged 1,860.9% year-on-year to Rs 80.79 crore, while EBIT margin expanded to 14.6%.

The recovery in the poultry business reflected improvement in broiler chicken prices after a prolonged period of overcapacity and weak pricing, which had earlier pressured margins.

The Animal Health Products segment also delivered strong growth. Revenue increased 21.1% year-on-year to Rs 105.95 crore, while EBIT rose 75.2% to Rs 31.13 crore. EBIT margin stood at 29.4%, making it the company’s highest-margin business segment.

The Oilseed segment was another key contributor. Revenue surged 55% year-on-year to Rs 476.51 crore, while EBIT jumped 338.7% to Rs 25.18 crore. EBIT margin improved to 5.3%, supported by better oilseed realisations and stronger crushing margins.

Sequentially too, the company showed strong momentum. EBITDA rose 85.7% from Q3 FY26, PAT increased 108.7%, and EBITDA margin expanded by 451 basis points.

Overall, Venky’s Q4 performance showed a sharp recovery in profitability, led by strong poultry margins, steady animal health performance and a major improvement in the oilseed business. The stock may remain in focus as investors track whether the company can sustain this margin recovery in the coming quarters.

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