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Earnings Call

Avanti Feeds Earnings Call: Key Takeaways

Avanti Feeds Q4FY26 results show consolidated revenue of ₹1,515cr, up 5.86% YoY. Management focuses on expanding value-added shrimp processing and scaling the new pet care vertical.

Why this was an Alfa AlertNot a filter event. FY27 growth guidance of 10-15% is below the 50% threshold for a filter event.
Highlights
Revenue growthFY26 consolidated income ₹6,279cr, up 8.9% YoY.
MarginsPBT margin at 15.5% in FY26 vs 14.34% in FY25.
Demand visibilityStrong outlook for shrimp exports in US and Europe following tariff removals.
Management confidenceHigh confidence in market demand despite global uncertainties and raw material spikes.

Growth

FY26 consolidated revenue grew 8.9% to ₹6,279cr; PBT increased 20% to ₹882cr. Frozen shrimp exports grew 13.16% in value.

Outlook

Targets 10-15% growth for FY27. Planning 800 MT pet food sales by year-end; no major capex planned next 2 years.

Risks

Steep rise in raw material costs (fish meal and soya bean meal) and potential El Nino impacts on aquaculture.

Last quarter's promises, checked

Delivered

  • Guided FY26 feed sales ~5.5L MT → delivered 5.5L MT (= BEAT)
  • Guided FY26 PBT margin 14.5-15% → delivered 15.5% (= BEAT)
  • Guided FY26 shrimp exports ~16,500 MT → delivered 17,000 MT (= BEAT)

Partly delivered

  • Guided 10% growth in feed volume → delivered 1.22% (= MISS)
Source

Earnings Call filed with NSE, NSE: AVANTIFEED. Summary written with AI assistance from the document.

Read the document ↗

Avanti Feeds Ltd: key numbers

Share price
₹753.15
Market cap
₹10,261 Cr
Revenue (annual)
₹6,066 Cr
Net profit (annual)
₹606.1 Cr
P/E (TTM)
19.3×Sector 29.0×
Promoter holding
43.23%+0.00% QoQ
FII holding
7.19%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Avanti Feeds Acquisition Worth ₹28.55 Cr

Avanti Feeds will invest Rs. 28.55 Crore to acquire a stake in Thai Union Feedmill Ecuador S.A.S., a newly incorporated aquaculture feed entity in Ecuador.

Value
₹28.55 Cr
18:46 IST BSE
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Avanti Feeds Merger & Restructuring

Avanti Feeds Limited incorporated a new entity, Thai Union Feedmill Ecuador S.A.S., in Ecuador. The company acquired a 10% stake in the entity via share subscription.