Gujarat Ambuja Exports Ltd.
•Add ratio to table
ABOUT
KEY POINTS
Revenue Breakup Mar 2022 • Maize Processing: 56.6% • Agro Processing: 38.0% • Cotton Yarn: 5.2%
AI Sector View
AI GENERATEDFast Moving Consumer Goods
Rural demand proxies are mixed. Tractor sales rose 18.0% YoY (2026-07) and 2-wheelers were up 23.0% YoY (2026-06), but rural employment slowed to 1.0% YoY (2026-07), fertiliser sales were 0.0% YoY (2026-05), and food inflation of 5.52% (Jul/26) can pressure household budgets. FPI outflows remain heavy at INR -8081 crore over 3 months to 2026-08-31, limiting upside.
PROS
- Latest quarter profit grew 170.5% YoY, showing strong momentum
- Company comfortably covers its interest (15.7x coverage)
- Working capital cycle has improved - days down from 121 to 97
- Company maintains a comfortable, low leverage position
- Company has a consistent dividend-paying track record
CONS
- A large part of profit comes from other income (26.5% of PBT)
- Total debt has risen sharply - up 99.3% year on year
- Company has delivered a poor profit growth of -2.0% over past five years
- Company has delivered a poor sales growth of 4.0% over past five years
- Operating margins have contracted to 8.1% from 11.2%
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| GAEL | 163.05 | 17.98 | 7478.63 | 0.18 | 176.77 | 171.87 | 1594.22 | 23.47 | 12.43 | 14.55 |
| BNAGROCHEM | 193.00 | 110.53 | 1887.02 | 0.00 | 29.80 | 48.38 | 2576.08 | 1167.05 | 4.45 | 2.29 |
| SHANTI | 6.20 | 0.00 | 6.89 | 0.00 | 0.03 | -84.34 | 0.00 | -100.00 | -12.05 | — |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,163 | 1,116 | 1,302 | 1,346 | 1,090 | 1,125 | 1,131 | 1,267 | 1,291 | 1,487 | 1,484 | 1,466 | 1,594 | |
| 1,061 | 1,012 | 1,176 | 1,235 | 985 | 1,015 | 1,008 | 1,204 | 1,195 | 1,411 | 1,385 | 1,272 | 1,398 | |
| Operating Profit | 102 | 104 | 125 | 111 | 106 | 110 | 123 | 62 | 96 | 76 | 100 | 195 | 196 |
| OPM % | 8.79% | 9.28% | 9.63% | 8.28% | 9.70% | 9.79% | 10.88% | 4.92% | 7.46% | 5.10% | 6.70% | 13.29% | 12.31% |
| 26 | 42 | 39 | 37 | 29 | 20 | 9 | 26 | 31 | 19 | 28 | 26 | 39 | |
| Interest | 6 | 6 | 3 | 3 | 3 | 4 | 3 | 6 | 5 | 9 | 6 | 7 | 2 |
| Depreciation | 30 | 30 | 30 | 30 | 31 | 31 | 32 | 32 | 35 | 35 | 33 | 34 | 33 |
| Profit before Tax | 92 | 109 | 131 | 115 | 100 | 94 | 98 | 50 | 86 | 51 | 88 | 180 | 235 |
| Tax % | 23.14% | 24.09% | 23.14% | 20.59% | 23.54% | 26.38% | 26.45% | 34.62% | 24.00% | 25.11% | 25.22% | 24.70% | 24.85% |
| Net Profit | 71 | 83 | 101 | 91 | 77 | 70 | 72 | 33 | 65 | 38 | 66 | 135 | 177 |
| 1.55 | 1.81 | 2.19 | 1.99 | 1.67 | 1.52 | 1.57 | 0.71 | 1.43 | 0.83 | 1.44 | 2.95 | 3.86 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3,334 | 3,364 | 4,021 | 3,817 | 4,705 | 4,670 | 4,909 | 4,927 | 4,613 | 5,729 | 6,032 | |
| 3,063 | 3,047 | 3,649 | 3,535 | 4,173 | 3,983 | 4,434 | 4,484 | 4,211 | 5,262 | 5,465 | |
| Operating Profit | 271 | 317 | 372 | 282 | 533 | 687 | 475 | 443 | 401 | 467 | 567 |
| OPM % | 8.12% | 9.43% | 9.26% | 7.38% | 11.32% | 14.71% | 9.68% | 8.98% | 8.70% | 8.15% | 9.39% |
| 23 | 9 | 12 | 10 | 29 | 54 | 74 | 145 | 84 | 103 | 112 | |
| Interest | 23 | 18 | 19 | 9 | 6 | 6 | 13 | 18 | 17 | 27 | 24 |
| Depreciation | 71 | 76 | 96 | 101 | 103 | 97 | 95 | 121 | 126 | 137 | 135 |
| Profit before Tax | 199 | 232 | 270 | 181 | 452 | 638 | 441 | 448 | 343 | 405 | 555 |
| Tax % | 20.47% | 22.52% | 26.49% | 19.58% | 25.27% | 25.50% | 25.16% | 22.71% | 26.77% | 24.72% | 24.89% |
| Net Profit | 159 | 180 | 198 | 146 | 338 | 475 | 330 | 346 | 251 | 305 | 417 |
| EPS | 13.83 | 15.69 | 17.28 | 6.36 | 14.74 | 20.73 | 7.20 | 7.54 | 5.47 | 6.65 | — |
| Dividend Payout % | 5.78% | 5.74% | 5.79% | 7.86% | 4.07% | 3.13% | 4.86% | 4.64% | 4.57% | 4.51% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 8%
- 5 Years:
- 4%
- 3 Years:
- 5%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 12%
- 5 Years:
- -2%
- 3 Years:
- -3%
STOCK PRICE CAGR
- 10 Years:
- 23%
- 5 Years:
- 13%
- 3 Years:
- 6%
- 1 Year:
- 45%
RETURN ON EQUITY
- 10 Years:
- 16%
- 5 Years:
- 14%
- 3 Years:
- 11%
- Last Year:
- 10%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 23 | 23 | 23 | 23 | 23 | 23 | 23 | 46 | 46 | 46 |
| 830 | 999 | 1,185 | 1,304 | 1,643 | 2,104 | 2,411 | 2,723 | 2,958 | 3,252 | |
| 637 | 656 | 226 | 164 | 166 | 287 | 231 | 205 | 249 | 461 | |
| Trade Payables | 102 | 123 | 169 | 135 | 170 | 188 | 145 | 172 | 126 | 152 |
| 117 | 94 | 112 | 111 | 172 | 162 | 142 | 156 | 206 | 244 | |
| Total Liabilities | 1,709 | 1,895 | 1,715 | 1,736 | 2,174 | 2,764 | 2,952 | 3,303 | 3,585 | 4,154 |
| 607 | 772 | 753 | 787 | 731 | 771 | 1,042 | 1,037 | 1,159 | 1,167 | |
| Capital Work in Progress | 159 | 54 | 61 | 12 | 106 | 246 | 87 | 153 | 196 | 316 |
| 47 | 43 | 52 | 22 | 192 | 726 | 665 | 850 | 958 | 1,256 | |
| 624 | 724 | 502 | 599 | 723 | 666 | 665 | 786 | 723 | 804 | |
| 208 | 0 | 0 | 0 | 0 | 0 | 0 | 322 | 356 | 436 | |
| Cash & Bank | 6 | 7 | 16 | 101 | 98 | 18 | 103 | 19 | 12 | 13 |
| 58 | 295 | 331 | 215 | 324 | 337 | 389 | 138 | 180 | 163 | |
| Total Assets | 1,709 | 1,895 | 1,715 | 1,736 | 2,174 | 2,764 | 2,952 | 3,303 | 3,585 | 4,154 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 57 | 185 | 635 | 277 | 417 | 760 | 342 | 213 | 349 | 243 | |
| Cash from Investing | -117 | -125 | -110 | -60 | -304 | -777 | -80 | -241 | -296 | -465 |
| Cash from Financing | 59 | -13 | -455 | -97 | 2 | 100 | -76 | -60 | -61 | 225 |
| -1 | 0 | 8 | 84 | -3 | -81 | 86 | -87 | -8 | 4 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-09 - Gujarat Ambuja Exports Limited has informed the Exchange about proposed to setup 850 TPD Greenfield Corn Wet Milling Plant at Hubli, Karnataka
2026-09-05 - Gujarat Ambuja Exports Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on September 05, 2026
2026-09-05 - Gujarat Ambuja Exports Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on September 05, 2026
2026-08-13 - Gujarat Ambuja Exports Limited has informed the Exchange about Copy of Newspaper Publication for Notice of 35th Annual General Meeting and other related information
2026-08-12 - Gujarat Ambuja Exports Limited has informed the Exchange about Dispatch of Letter to Shareholders of the Company pursuant to Regulation 36(1)(b) of the Listing Regulations.
2026-08-12 - Gujarat Ambuja Exports Limited has informed the Exchange about Submission of Business Responsibility and Sustainability Report for FY 2025-26
2026-08-12 - Gujarat Ambuja Exports Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 05, 2026
2026-08-08 - Gujarat Ambuja Exports Limited has informed the Exchange about Copy of Newspaper Publication regarding Special Window for transfer and dematerialisation of physical securities and reminder for Updation of PAN, KYC and Nomination.
2026-08-07 - Gujarat Ambuja Exports Limited has informed the Exchange about Copy of Newspaper Publication for 35th Annual General Meeting of the Company to be held through Video Conference / Other Audio Visual Means
News
Recent coverage and analyst commentary for GAEL
Loading news…
AI Stock Analyst
Gujarat Ambuja Exports Ltd.
Sign in to Chat with AI
Log in with your 5nance account to ask institutional questions about performance, financials, and outlook.
✨ Sign In to ChatFree 5nance Account

