• Full-year financial outlook: Management expects 8–9% volume growth, approximately 18% revenue growth under stable pricing, and full-year EBITDA between ₹2,600 crore and ₹2,700 crore.
• Market share expansion: The company currently holds a 17–18% market share in edible oil and aims to expand that to 18–19% this year.
• Inventory normalization: Inventory levels rose to 45–50 days compared to the usual 30–35 days due to softer Q1 demand, but excess stock is expected to be liquidated across Q2.
• Quick commerce contribution: Alternate and quick commerce channels account for about 10% of edible oil sales and 18–19% of food sales, with margins currently matching general trade due to ongoing investments.
• Food segment target: The company reiterated its roadmap to reach ₹10,000 crore in food and FMCG category revenue by FY28.