印度AWL农业业务(原阿达尼丰益)周二公布,第一财季净利润下滑近25%,因品牌棕榈油价格攀升促使消费者选择更便宜替代品。消费者预算紧张,工资增长缓慢,导致大品牌需求疲软。截至6月30日的季度,该公司合并净利润为236亿卢比(约合2751万美元)。食用油业务销量下降4%,尽管价格上涨推动总收入增长21%,至1705.9亿卢比。公司坦言,棕榈油销售持续承压,高价引发销量低迷,市场份额流失。
食品业务销量也下跌5%,受需求疲软、本地竞争加剧和物价上涨影响。小麦面粉销售尤其受挫。股价应声下跌2.2%。未来季度,随着棕榈油价格趋稳和通胀降至六年低点,销量有望反弹。首席执行官Angshu Mallick指出,通胀回落将提振食品消费,消费者更愿购买品牌产品如茶和面包。
竞争对手马利科尚未公布业绩,但预计季度收入增长约20%,受益于农村需求改善。($1 = 85.7870印度卢比)
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