1. At a Glance
Oswal Agro Mills is a trader, a lender, a land developer, and possibly your neighbour’s portfolio dark horse. With FY25 revenue up 80x and OPM at a gobsmacking 82%, this stock is no longer the sleepy Oswal of old.
2. Introduction with Hook
If Sherlock Holmes were an investor, Oswal Agro Mills would be his toughest case.
One day it’s trading sugar, next day it’s raking in ₹63 Cr PAT from ₹98 Cr quarterly revenue, and the year before it made just ₹2 Cr in sales. Sounds like a penny stock? Nope, it’s a ₹1,100+ Cr market cap, debt-free, asset-heavy ghost ship—with 8.41 EPS and no dividends.
- FY25 Sales: ₹162 Cr (vs ₹2 Cr in FY24)
- FY25 PAT: ₹113 Cr | EPS: ₹8.41
- P/E: 10x | Book Value: ₹70.8 | CMP: ₹84.5
3. Business Model (WTF Do They Even Do?)
Answer: Depends on the season.
Core Activities:
- Commodity Trading – Rice, sugar, fertilizer, etc.
- Financial Income – Inter-corporate deposits, MF returns
- Real Estate
