NSE: VENKEYS · BSE: 523261 · ISIN INE398A01010
Venky's (India) Limited stock analysis
Venky's (India) Limited ranks #1417 in the TickerSutra evidence-ranked universe with a score of 53/100 and 95% data confidence. The latest captured fundamentals show ROCE of 11.9%, quarterly sales growth of 29.2% and quarterly profit growth of 215.8%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Low debt/equity of 0.1×
- Strong CFO/EBITDA of 0.99×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹4,400cr | ₹246cr | ₹165cr | 6.0% |
| 2023 | ₹4,234cr | ₹112cr | ₹70cr | 2.6% |
| 2024 | ₹3,738cr | ₹123cr | ₹79cr | 3.3% |
| 2025 | ₹3,307cr | ₹172cr | ₹117cr | 5.0% |
| 2026 | ₹3,727cr | ₹192cr | ₹139cr | 5.0% |
| TTM | ₹3,980cr | ₹238cr | ₹173cr | 6.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
MANAGEMENT COMMENTARY
Signals from filed documents
139.25 Cr giving an Earning Per Share of Rs.98.85. Lower realisations from the sale of day-old chicks and grown up broilers have resulted in subdued financial performance for the poultry and poultry products segment. Animal Health Products and Oilseed segments have performed well.
Profit before tax and interest was Rs. Outlook While certain near term challenges remain for the poultry sector, we are confident in the long term growth potential of the Company’s business. Rising health and wellness awareness and steady increase in disposable income are Venky’s (India) Limited 35 expected to drive more demand for poultry products due to their rich protein base at affordable prices.
The recoverable amount of each CGU is determined based on value-in-use calculations. These calculations use cash flow projections based on financial budgets approved by management, which include assumptions on profit before interest and tax, depreciation, working capital movements and capital maintenance expenditure. Cash flows have been forecasted to grow at 9%.
Confirmation in relation to Independent Directors: The Board hereby confirms that in its opinion all the Independent Directors fulfill the conditions specified in the SEBI (LODR) Regulations, 2015. SIGNIFICANT AND MATERIAL ORDERS There are no significant and material orders passed by the regulators or courts or tribunals impacting the going concern status and Company’s operations in future. MATERIAL CHANGES AND COMMI
And capacity, we have 2 plants, 1 plant, which is our earlier plant at Kesurdi, which is giving us around 75% to 80% utilization. A new plant which we have built, so which is still at -- because this is for specialty product and the therapeutics. So this is still at the 35% to 40% of the capacity utilization, which will give us a lot of volume in the coming year, going to be set for the next few years with this new p
Are the margins improving because of scale, because of the product mix, which is changing? Because a few quarters back, we were talking about getting into natural solutions and other specialized treatment products or higher margin replacement for legacy feed supplements. So what is really happening in this business?
Policy as to how the retained earning shall be utilized: The retained earnings of the company shall be utilised as per the provisions of the Companies Act, 2013 and rules and regulations made thereunder. Generally, retained earnings shall be used for the following purposes: Issue of bonus shares; Declaration of dividend; Funding for expansion plans; Repayment of debts. Payout Ratio: Considering the parameters
But the realization factor is very good and consumption demand is very good. So I think that will be able to take the burden of the price increase, maize and soya both. Siddhart: What -- how is the supply-demand situation in the poultry industry right now in India?
Mahesh Atal: Sir, what I understand is that the soya prices have been going -- the soya bean oil prices have been moving upwards. And I think they have -- in the international markets, the price have already touched around $1,600 mark. What are you seeing on the pricing front?
The facility of participation at the EGM/AGM through VC/OAVM will be made available to atleast 1000 members on first come first served basis. This will not include large Shareholders (Shareholders holding 2% or more shareholding), Promoters, Institutional Investors, Directors, Key Managerial Personnel, the Chairpersons of the Audit Committee, Nomination and Remuneration Committee and Stakeholders Relationship Committ
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
DIRECTOR & BUSINESS NETWORK
Loading corporate intelligence
Loading universe coverage and exchange-backed evidence…