Does anyone has attended the latest concall of avanti feeds?
Q3FY26 concall
-
As always, management continues to remain cautious on future outlook due to the nature of the business and variables involved.
-
Various trade treaties that GOI is doing with various countries should ideally significantly help. However, how it pans out remains to be seen as there is no real implementation so far.
-
Reduction in US tariffs from 50% to now effectively 10-15% should help the reported margins.
-
Pet food business - as of now is very small and unlikely to be anything big in the near future. Management though is confident to grow it gradually given the feedback received and overall potential
-
US, Israel and Iran war is new and as of now has not impacted much. Future remains to be seen.
5 Likes