In Week of Mar 28, 2026, Andhra Sugars Ltd (Sugar) is outperforming Nifty 500 with +7.8% relative strength. Fundamentals: Average.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Mar 21, 2026
What: 100 KLPD ethanol plant at Guntur facility ramping to full capacity
Impact: +₹87.5 Cr revenue
“Management stated: 'Our new ethanol plant is nearing completion and will significantly diversify our revenue streams beyond sugar'”
What: Global sugar prices at 3-year high providing export tailwinds
Impact: +₹30 Cr revenue
“Management noted: 'International sugar prices have provided a tailwind to our export business, which now contributes 18% of total revenue'”
Earnings deceleration risks from management commentary
Trigger: Monsoon deficit >15%
Impact: -250 bps margin impact
Management view: We remain vulnerable to monsoon patterns which directly impact sugarcane availability and quality
Monitor: Monsoon progress reports
Trigger: New export restrictions
Impact: -100 bps margin impact
Management view: Export policy remains a key variable we monitor closely as it impacts our international business
Monitor: Government policy announcements
Key quotes from recent conference calls
“We have invested ₹185 cr in capex this year, primarily for our ethanol plant which will be commissioned shortly — Siva Chittor”
“Our OPM has improved to 6.2% this quarter driven by better product mix and operational efficiencies — CFO”
“Domestic demand remains robust with export opportunities providing additional growth avenues — Business Head”
“We expect to maintain revenue growth of 10-12% with margin expansion of 50-75bps for full year FY26 — CEO”
Forward-looking targets from management for FY26
Revenue Growth Target
11%
Implied PAT Growth
20%
OPM Guidance
6.5%
Capex Plan
₹250 Cr
Key Milestones
• Ethanol plant commissioning by Q4 FY26
• Export revenue target of 20% of total
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +24% | +1% | Stable |
| OPM | 8.0% | +500 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 21, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Andhra Sugars Ltd's latest quarterly results (Dec 2025) show
Andhra Sugars Ltd's profit is declining with an turning around (inflection up) trend.
Andhra Sugars Ltd's revenue growth trend is stable.
Andhra Sugars Ltd's operating margin is volatile.
Andhra Sugars Ltd's long-term compounding rates
Andhra Sugars Ltd's earnings growth is turning around (inflection up) with weakening on a sequential basis.
Andhra Sugars Ltd's trailing twelve month (TTM) performance
Andhra Sugars Ltd appears significantly overvalued based on our fair value analysis.
Andhra Sugars Ltd's current PE ratio is 9.6x.
Andhra Sugars Ltd's current PE is 9.6x.
Andhra Sugars Ltd's price-to-book ratio is 0.6x.
Andhra Sugars Ltd is rated Average with a fundamental score of 40.58/100. This score is calculated from objective financial metrics
Andhra Sugars Ltd has a debt-to-equity ratio of N/A.
Andhra Sugars Ltd's return ratios over recent years
Andhra Sugars Ltd's operating cash flow is positive (FY2025).
Andhra Sugars Ltd's current dividend yield is 1.11%.
Andhra Sugars Ltd's shareholding pattern (Dec 2025)
Andhra Sugars Ltd's promoter holding has increased recently.
Andhra Sugars Ltd has been outperforming Nifty 500 for 2 consecutive weeks, indicating early-stage outperformance.
Andhra Sugars Ltd is an established outperformer with 2 weeks of consecutive Nifty 500 outperformance.
Andhra Sugars Ltd has 2 key growth catalysts identified from recent earnings analysis
Andhra Sugars Ltd has 2 key risks worth monitoring
In Q3 FY26, Andhra Sugars Ltd's management highlighted
Andhra Sugars Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Andhra Sugars Ltd may be worth studying
Andhra Sugars Ltd investment thesis summary:
Andhra Sugars Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
