NSEGeneral Updates12h ago · 14 Nov 2026, 04:16 pm

General Updates

Venky's (India) Limited · VENKEYS

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Venky's (India) Limited has informed the Exchange about Updated Investor Information, highlighting its well-balanced business portfolio in three segments: Poultry & Animal Health, Poultry Products, and Oilseeds. The company has achieved significant operational efficiency despite commodity cycles, with a decade of FCR, Feed Cost & Margin Trends showing improvement. Venky's has also commenced commercial production in its new state-of-the-art manufacturing unit at Kesurdi, with a total project investment of approximately INR 67 Crores. The company has maintained its zero-term-debt status and is operating at approximately 40% capacity, with full utilization anticipated over a 4 to 5 years horizon.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment8/10

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Venky's (India) Limited has informed the Exchange about Updated Investor Information.

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VENKEYS_14112026161525_InvestorInformation_Updated_300926.pdf

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A WELL-BALANCED BUSINESS PORTFOLIO (3 SEGMENTS) E Poultry & Animal Health \05 0il Seed Poultry Products Products S 7 Segment > Core Products: > Core Products: w> Core Products: Broiler/Layer Day old chicks, Avian medicines, nutritional Soya de-oiled cake and Hatcheries eggs, Commercial powders and liquid health soya oil. broilers, processed chicken, products. SPF eggs. > Revenue Share: > Revenue Share: > Revenue Share: > Role: = Role: > Role: The flagship consumer and Acts as the pharmacy for VH group Agri-processing and reliable commercial face of the brand. & the Indian poultry sector. supplieforr feed manufacturing. VENKY’S PRESENCE E Statewise manufacturing facilities of Venky’s 1 Bihar - - - 2 - - R _ 2 Gujarat 2 - - 2 - - - R 3 Haryana 8 4 3 6 - - - - 4 Himachal Pradesh 1 2 - 2 - - - N 5 J&K - - - 1 - - - - 6 Madhya Pradesh 1 - - 3 - - - R 7 Maharashtra 5 1 2 3 2 1 3 2 8 Punjab 2 13 1 2 - - - - 9 Rajasthan - 6 - - - - - R 10 Uttar Pradesh 4 2 1 2 - - - - 11 Uttarakhand 2 - 1 2 - - - R Note :1. Majority of the farms, hatcheries and feed mills are located on the Company owned lands. Only few are rented. 2. All commercial farms are under Contract Broiler Farming only and not on own land. POULTRY AND POULTRY PRODUCTS Driving Operational Efficiency Despite Commodity Cycles A decade of FCR, Feed Cost & Margin Trends FCR IMPROVEMENT FEED COSTS VS. POULTRY SEGMENT MARGINS 1.70-1.80 1.50 - 1.60 sy e T Maize W 21% 20% 15% 15% Historical Current % o % Poultry Margin . % Maize (152 (154 |14.2 | 165 |21.9 | 145 |19.2 | 239 |223 | 254 | 223 | 240 What is FCR? Feed Conversion Ratio is the Yoy |- +1% | -8% | +16% | +33% | -34% | +32% | +25% | -5% | +11%| -12% | -2% kg offeed needed o prodce kg offive Soya |355 (305 [27.9 | 329 |357 |37.0 [662 528 [476 |37.9 | 383 [ 568 body weight. Lower is better. Why it matters : At par with international Yoy |- -14% | -9% | +18% | +9% | +4% | +79% | -20% |-10% | -20% | +1% | +57% standards, this cushions Venky's against Margins track feed costs : Maize under Rs. 15/kg (FY18,FY21) delivered 20%-+margins, while years above Rs. volatile maize and soya costs. 21/kg(FY20, FY23-FY26)stayed at 5% or below. In H1 FY27, soya is up 57%YoY, making FCR fains critical. Source : Company data FY=April-March;Prices are monthly averages(Rs./kg). Segment margin = PBIT +segment revenue. 1 FY27=H1(April-September 2026), YoY vs H1FY26; margin to be reported, 2 9MFY26(April-December 2026). POULTRY AND POULTRY PRODUCTS SEGMENT E > SPFEggs: Apex: High-Tech research application. Premium Venky’s is the 4th largest SPF egg producer globally. The only company in Asia.. Processed ) processed Chicken: Ready-to-eat and pre-cooked culinary products. * Grownup Commercial Broilers * Broiler Day old Chicks * Layer Day old Chicks * Poultry Feed * Breeder Farms Foundation: Breeding & Farming * Hatcheries * Live Bird Operations AHP SEGMENT STRATEGIC CAPEX: THE KESURDI MANUFACTURING UNIT = New state - of art specialized Regularity Leadership : Volume Driver : Management manufacturing unit. Designed to meet stringent expects additional 15% to new drug 20% volume 20% volume growth. = Commenced commercial growth authority guidelines. production in March 2024. High Margin Focus : Future ready for domestic Dedicated to specialized = Self-funded expansion using and international shifts poultry “treatment segment”. entirely internal accruals Capacity Doubling : Built to Focus on therapeutic = Maintained the segment’s double the segment’s current solutions, nutritional zero-term-debt status. production capacity supplements and innovative = Total project investment of phytogenic solutions. Provides significant room for approximately INR 67 Crores. long-term scale. Utilization Path : Currently operating at approximately 40%capacity. Full utilization anticipated over a 4 to 5 years horizon. OILSEEDS SEGMENT @ The Oilseeds Segment is integral to Venky’s vertical integration strategy. By internally processing raw soya seeds, the Company secures a dual advantage : generating immediate revenue through the market sale of refined edible oil and ensuring a reliable, high —quality supply of protein-rich De-0iled Cake ( DOC) as a critical input for its poultry feed operations. Oilseeds Processing & Yields Refined Edible Soya 0il (18% Yield) Raw Processing Soya / Crushing Seeds De-Qiled Cake (DOC) (82% Yield) OIL SEED SEGMENT M STRATEGIC BENEFITS OF CAPTIVE DOC CONSUMPTION Soya De-Oiled Cake (DOC) is the main protein source for poultry feed. By manufacturing DOG internally, Venky’s achieves two critical strategic advantages : 1.Supply Chain Immunity : 2. Assured quality provides assume quality raw material Protection against open-market feed shortages and . for optimized production capacities at all levels. speculative pricing spikes. . 5 YEARS FINANCIAL HIGHLIGHTS (Rupees In Lakhs) OPERATING RESULTS Turnover & Other Income 377,493 335,117 377,739 427,136 443,658 Material Cost 260,140 226,152 282,179 335,978 341,660 Personnel Cost 25,927 29,005 27,387 23,072 23,072 Interest 1,704 1,634 1,818 1,848 1,758 Other Expenses 67,456 58,383 51,912 53,151 50,790 Depreciation 3,710 3,672 3,500 3,546 3,657 Profit Before Tax 18,555 16,271 10,942 9,530 22,650 Profit After Tax 13,925 11,662 7,907 7,048 16,478 Dividend 10.00 10.00 7.00 6.00 13.00 (Rs. per Equity Share) FINANCIAL SUMMARY Assets Employed Current Assets 120,495 122,094 120,832 125,181 120,587 Current Liabilities 63,860 53,054 66,591 66,449 64,138 Net Current Assets 56,635 69,040 54,240 58,732 56,449 Net Fixed Assets 65,497 65,281 64,562 62,595 61,773 Investments 21,334 12,157 10,509 9,033 6,980 Other Non Current Assets 23,540 7,501 13,473 4,680 5,387 Total Assets 167,006 153,979 142,784 135,039 130,589 Financed By 1,409 1,409 1,409 1,409 1,409 158,200 146,149 135,615 128,462 123,546 46 51 56 61 66 6,401 6,371 5,704 5,107 5,093 950 - - - 475 167,006 158,979 142,784 135,039 130,589 98.85 82.78 56.13 50.03 116.97 1,133.00 1,047.45 927.67 921.90 887.00 0.10 0.1 012 0.14 0.15 1762 2553 2312 2435 3950 1166 1529 1450 1420 1502 been regrouped wherever necessary and accordingly changed here. BORROWING POSITION M (Amount in Rs. Crores) As on 31.03.2023 - 185.49 185.49 As on 31.03.2024 - 167.51 167.51 As on 31.03.2025 - 165.14 165.14 As on 31.03.2026 9.50 163.27 162.77 As on 30.09.2026 9.57 162.49 172.06 SHAREHOLDING PATTERN AS ON 30.09.2026 H Promoters and Promoter Group 79,03,966 56.11 Mutual Funds 693 0.01 Foreign Portfolio Investors 2,83,893 2.02 Financial Institutions / Banks 132 0.00 Body Corporate 537,913 3.82 Non Resident Indian 1,81,438 1.29 Other - Public 51,79,301 36.75