Gujarat Ambuja Exports LtdNSE:GAEL
Current view Q1 2027
India's largest maize processor, milling corn into starch and sweeteners, it earns the crush spread. Growth came from raw-material prices getting cheaper while product prices stayed stable, not from strategy.
Latest exchange filings last 5 · 5 after Q1 2027
- 16 Sep ’26CRISIL assigned GAEL ESG rating 'Crisil ESG 57' (Adequate) on 11 September 2026. ↗
- 9 Sep ’26GAEL proposes 850 TPD greenfield corn wet milling plant at Hubli, costing ₹333 crore, commissioning by Q4 FY2029. ↗
- 5 Sep ’26Shareholder Meeting / Postal Ballot-Scrutinizer''s Report 5 Sep ↗
- 5 Sep ’2635th AGM held on 5 Sep 2026; shareholders approved ₹0.30 final dividend and routine resolutions. ↗
- 13 Aug ’26Newspaper Publication for Notice of 35th Annual General Meeting and other related information ↗
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 | ▲ +23.5% | +8.7% | +5.3% | +4.0% |
| Operating profit | ▲ +141.7% | +19.0% | +1.3% | +0.3% |
| EPS | ▲ +171.1% | +30.5% | −2.7% | −2.1% |
| PAT | ▲ +172.3% | +31.1% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +23.5%, 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
Weak34/100
Earnings are shrinking, not growing. Profit per share fell 3% 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: -2.7% — 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
It earns 12% on its capital, fourth of 6, and it is the fourth most expensive of the 6 shown.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Guj. Ambuja Exp | ₹160 | 17.5× | ₹7,346 Cr | 12.5% | +171.9% | +23.5% |
| L T Foods | ₹417 | 22.6× | ₹14,472 Cr | 17.6% | +8.9% | +27.9% |
| KRBL | ₹392 | 11.8× | ₹8,966 Cr | 15.2% | +73.2% | −5.6% |
| 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% |
| Sanstar | ₹115 | 52.5× | ₹2,311 Cr | 5.7% | +2808.8% | +21.5% |
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? | yes — widening, and steadily | operating margin 9% → 15% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it arrived as cash | 69% last year, 81% over three · free cash flow −₹153 cr, positive in 4 of 5 years |
| Is the growth borrowed? | lightly borrowed | ₹441 cr — 0.13× its own equity (was 0.08×) |
| Is it being collected? | collection is steady | 28 days to collect, down 0 in a year · cash cycle 84 days |
| Who has been buying? | the promoters have held steady | promoters 63.8%, 63.8% → 63.8% over 2.8 years · FIIs 3.0% (+0.8) · DIIs 0.7% (+0.5) · shareholders 82,358 → 1,07,147 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 12.5% · ROE 9.7% |
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
Against it
- The company has delivered a poor sales growth of 4.01% over past five years.
- Company has a low return on equity of 10.4% over last 3 years.
- Dividend payout has been low at 3.06% of profits over last 3 years
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.