• Revenue and EBITDA guidance: The company is targeting 10% revenue growth to ₹12,500 crore and ₹2,500 crore of annualized EBITDA over the next 18 months, supported by 8–10% growth in food, roughly 15% in HPC, and 2–4% in vegetable oils.
• Edible oil outlook: Margins across edible oils are expected to stay strong through the year due to long physical derivative positions alongside strong momentum in oil palm plantations, the crush business, and branded vegetable oils.
• FMCG margin recovery: Following a 9% EBIT decline caused by a ₹43 crore inventory write-off and elevated packaging and raw material costs, margins are expected to rebound strongly in Q3 and Q4 as price adjustments take effect and festive demand picks up.
• Digital channel expansion: E-commerce and quick-commerce channels are growing at 25% year-on-year and are projected to reach 15–20% or more of total revenue within 18 months.
• Product price hikes: Management has implemented price increases across cow ghee, staples, and select ethnic food categories to counter input inflation, with potential price hikes planned for Nutrela soya chunks.