Does anyone has attended the latest concall of avanti feeds?
Q3FY26 concall
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As always, management continues to remain cautious on future outlook due to the nature of the business and variables involved.
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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.
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Reduction in US tariffs from 50% to now effectively 10-15% should help the reported margins.
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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
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US, Israel and Iran war is new and as of now has not impacted much. Future remains to be seen.
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Recently come across this article about the crisis happening in Thailand’s fish market due to rising fuel prices.
Can someone from this forum please help me understanding how it can affect operational performance of Avanti feeds.
I request you to please share on views on it as some of you guys are following avanti feeds from starting of it’s multibagger journey.
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India’s seafood exports rose to a record ₹72,325.82 crore (US$ 8.28 billion) in FY 2025–26, with volumes reaching 19.32 lakh metric tonnes, according to provisional data released by MPEDA.
Frozen shrimp remained the primary growth driver, contributing ₹47,973.13 crore (US$ 5.51 billion), accounting for over two-thirds of total export earnings. Shipments of shrimp grew 4.6% in volume and 6.35% in value, reinforcing its dominance in India’s marine products export basket.
The United States retained its position as the largest export destination, with imports totalling US$2.32 billion. However, shipments to the US declined by 19.8% in volume and 14.5% in value, reflecting primarily the impact of reciprocal tariffs.
This decline was offset by robust growth in alternative markets such as China, EU and Southeast Asian countries. Exports to China, the second-largest destination, rose 22.7% in value and 20.1% in volume. The European Union posted strong gains, with exports increasing by 37.9% in value and 35.2% in volume. Southeast Asia also recorded significant expansion, with growth of over 36.1% and 28.2% in value and volume, respectively. Exports to Japan grew 6.55% by value, while those to West Asia showed a marginal decline of 0.55%, due to the turmoil in the region during the fag end of the financial year.
Several individual markets registered strong double-digit growth, underscoring a clear shift towards diversification amid trade headwinds in traditional markets.
On the product side, exports of frozen fish, squid, cuttlefish, dried items, and live products showed positive momentum, while chilled products declined. The export of the surimi, fishmeal and fish oil reported improved performance. In terms of logistics, the top five ports—Vizag, JNPT, Kochi, Kolkata and Chennai—accounted for nearly 64% of total export value, highlighting their continued importance in India’s seafood export supply chain.
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Just read this from local new paper.
Context; prices of feed will be increased from 8420 to 10530. 20% price hike will start effective from 12 May 2026.
Negative for Kings infra
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please post the remaining part of the article - Page 10.
Thank in advance.
I don’t have the paper copy now but same article I saw on their webpage.
Below is the link for English reader.
https://www.sakshipost.com/news/andhrapradesh/aqua-feed-price-hike-affecting-farmers-badly-479511
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