Gujarat Ambuja Exports Ltd
Gujarat Ambuja Exports is engaged in the manufacturing of Corn Starch Derivatives, Soya Derivatives, Feed Ingredients, Cotton Yarn, and Edible Oils. Since its incorporation in 1991, GAEL strives to serve the Food, Pharmaceutical, Feed, and many other industries with a long-term growth strategy in the Agro-Processing sector. (Source: Company Website)
Weaknesses
- −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 4.58% of profits over last 3 years
Shareholding Pattern
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 63.84% | 63.84% | 63.84% | 63.84% | 63.84% | 63.84% | 63.84% | 63.84% |
| FIIs | 4.24% | 1.99%▼2.3 | 1.87%▼0.1 | 2.02%▲0.1 | 2.17%▲0.1 | 2.04%▼0.1 | 1.6%▼0.4 | 2.18%▲0.6 |
| DIIs | 1.39% | 0.63%▼0.8 | 0.39%▼0.2 | 0.51%▲0.1 | 0.19%▼0.3 | 0.6%▲0.4 | 0.57%▼0.0 | 0.82%▲0.3 |
| Public | 30.52% | 33.53%▲3.0 | 33.9%▲0.4 | 33.62%▼0.3 | 33.8%▲0.2 | 33.51%▼0.3 | 33.97%▲0.5 | 33.14%▼0.8 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 1,302 | 1,346 | 1,090 | 1,125 | 1,131 | 1,267 | 1,291 | 1,487 | 1,484 | 1,466 |
| Expenses | 1,176 | 1,235 | 985 | 1,015 | 1,008 | 1,204 | 1,195 | 1,411 | 1,385 | 1,272 |
| Operating Profit | 125 | 111 | 106 | 110 | 123 | 62 | 96 | 76 | 100 | 195 |
| OPM % | 10% | 8% | 10% | 10% | 11% | 5% | 7% | 5% | 7% | 13% |
| Net Profit | 101 | 91 | 77 | 70 | 72 | 33 | 65 | 38 | 66 | 135 |
| EPS ₹ | 2.19 | 1.99 | 1.67 | 1.52 | 1.57 | 0.71 | 1.43 | 0.83 | 1.44 | 2.95 |
AI Insights
Mar 2026 revenue at ₹5,729Cr, up 24.2% YoY. OPM at 8%.
Borrowings at ₹440Cr. Debt-to-equity ratio: 0.14x. Healthy balance sheet.
CWIP at ₹316Cr (27% of fixed assets). Significant capex underway — growth runway building.
DIIs: 0.82% (+0.66pp change). FIIs: 2.18% (-1.81pp change). Promoters hold 63.84%.
ROCE improving from 9% (Mar 2015) to 13% (Mar 2026). Working capital days: 96.
PE 23.9x with 12.5% ROCE. Price is 123% above book value of ₹71.9. Dividend yield: 0.15%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Newspaper Publication 11 May - Newspaper Publication of Audited Financial Results (Standalone & Consolidated) for the quarter and year ended 31st March, 2026
- Communication To The Members Of The Company Regarding Financial Results For The Fourth Quarter And Financial Year Ended 31St March, 2026 9 May - Audited Q4 and FY2026 results approved; final dividend of Rs. 0.30 per share recommended.
- Announcement under Regulation 30 (LODR)-Change in Management 9 May - Board approved FY26 audited results, recommended 30% final dividend, and reappointed internal and cost auditors.
- Corporate Action-Board approves Dividend 9 May - Board approved FY26 audited results, recommended 30% final dividend, and reappointed internal and cost auditors.
- Board Meeting Outcome for Outcome Of Board Meeting Held On 09Th May, 2026 9 May - Board approved FY26 audited results, recommended 30% final dividend, and reappointed internal and cost auditors.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse