Investor Presentation
Crude Edible Oil: Long-term Price Trend
2,500
2,000
1,500
1,000
500
Palm
Soya -
Sun
60% to 100%
Increase
Ukraine-
Russia war
15% to 36%
Decrease
Q1'14
Q4'14
Q4'15
Q4'16
Q4'17
Q4'18
Q4'19
Q4'20
Q4'21
Q4'22
Q4'23
Q3'24
Period Average
Palm
Soya
Sun
Palm % Soya %
Sun %
Q4'19
537
732
720
Edible prices has been very volatile for 4 years from Mar '19 to June '23
Q4'20
711
784
783
32%
7%
9%
Q4'21
1,088
1,176
1,466
53%
50%
87%
Q4'22
1,621
1,620
1,768
49%
38%
21%
Q4'23
1,013
1,234
1,208
-37%
-24%
-32%
Q3'24
882
1,004
945
-13%
-19%
-22%
5 Yr Change %
64%
37%
31%
All prices are quarterly average
Total inventory of ~INR 7,000 cr. Price risk mitigated due to unpriced
inventory, sale contracts & hedging (OTC & commodity exchanges)
Robust risk mechanism practices has led to steady EBITDA per Ton
during this volatility, without exceptionally large profits or losses
fortune
edible oils and foodsView entire presentation