AVT Natural Products LtdNSE:AVTNPL
Current view Q1 2027
Extracts colour and flavour from marigold, spices and tea for global food brands. Most revenue is marigold extract and the crop recovered on a good monsoon; the US lifted its 50% tariff and other verticals are also doing well, animal nutrition up 60% two years running. June is normally the weakest quarter and it still performed. But exports are 93% of sales, top five customers over 80%, and two years' ₹92 cr profit came with negative ₹43 cr operating cash.
Latest exchange filings last 5 · 5 after Q1 2027
- 19 Aug ’2640th AGM voting results approved final dividend and K. Nandakumar’s Manager & CEO appointment. ↗
- 17 Aug ’26Shareholder Meeting / Postal Ballot-Outcome of AGM 17 Aug ↗
- 14 Aug ’26Board approved Q1 FY27 unaudited results on August 14, 2026; consolidated PAT was ₹3,110.05 lakh. ↗
- 7 Aug ’26Board meeting on August 14, 2026 to approve unaudited Q1 FY27 results. ↗
- 24 Jul ’26Submitted FY2025-26 Business Responsibility and Sustainability Report under Regulation 34. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q1 2027
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q1 2027
| Metric | This year vs lastYoY · vs Q1 2026 | vs the quarter beforeQoQ, sequential · vs Q4 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +82.6% | +6.6% | +7.0% | +8.0% |
| Operating profit | ▲ +150.0% | +11.1% | −5.4% | +5.7% |
| EPS | ▲ +155.0% | +40.7% | −5.7% | +7.5% |
| PAT | ▲ +158.3% | +40.9% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +82.6%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Weak41/100
⚠ Your own view here is Positive, and the figures are not. The note above is where the reason lives; the score only sees the numbers.
Earnings are shrinking, not growing. Profit per share fell 6% a year over the window measured. Nothing compounds from here until that turns, whatever the price does.
No forward view — earnings are not compounding, so there is nothing to project.
Multiple moved without the earnings — the return sits in sentiment.
How this is calculated
Band capped: earnings are not growing over the measured window.
Growth rate used: -5.7% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 60%.
How it compares with its rivals Food Products · 6 of 40 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| AVT Natural Prod | ₹86 | 15.6× | ₹1,308 Cr | 14.2% | +156.6% | +82.2% |
| L T Foods | ₹417 | 22.6× | ₹14,472 Cr | 17.6% | +8.9% | +27.9% |
| KRBL | ₹391 | 11.8× | ₹8,956 Cr | 15.2% | +73.2% | −5.6% |
| Guj. Ambuja Exp | ₹159 | 17.4× | ₹7,295 Cr | 12.5% | +171.9% | +23.5% |
| TruAlt Bioenergy | ₹427 | 23.4× | ₹3,664 Cr | 10.4% | +1108.3% | +106.3% |
| Kaveri Seed Co. | ₹703 | 14.5× | ₹3,616 Cr | 18.8% | −14.2% | −13.5% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | wider, but it has moved around a lot | operating margin 11% → 17% over 3 years |
|---|---|---|
| Did the profit turn into cash? | under half — much of the profit is tied up | 33% last year, 52% over three · free cash flow −₹11 cr, positive in 3 of 5 years |
| Is the growth borrowed? | lightly borrowed | ₹114 cr — 0.20× its own equity (was 0.22×) |
| Is it being collected? | customers are taking longer to pay | 123 days to collect, up 21 in a year · cash cycle 327 days |
| Who has been buying? | the promoters have held steady | promoters 75.0%, 75.0% → 75.0% over 2.8 years · FIIs 0.0% · DIIs 0.0% (−0.1) · shareholders 46,404 → 47,171 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 14.2% · ROE 12.2% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company is expected to give good quarter
- Company has been maintaining a healthy dividend payout of 21.3%
Against it
- The company has delivered a poor sales growth of 8.01% over past five years.
- Company has a low return on equity of 11.3% over last 3 years.
- Debtor days have increased from 101 to 123 days.
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.