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Investor Presentation

Avanti Feeds Investor Presentation: Key Takeaways

Q1FY27 consolidated gross income rose 19% YoY to INR 1,966 crores, though PBT fell 37% to INR 157 crores due to sharp raw material inflation in fish and soya bean meal.

Guidance and delivery
Management target Revenue 5.5% FY27
Highlights
Revenue growthConsolidated revenue up 19% YoY; Feed sales volume grew 17% YoY.
MarginsPBT margins significantly declined due to input cost inflation and tariff withdrawals.
Demand visibilityStrong shrimp culture activity and favorable climate supporting feed consumption.
Management confidenceCautious on margins due to raw material volatility despite strong farmer demand.

Growth

Feed division income up 27% YoY to INR 1,615 crores; Shrimp export revenue down 7% to INR 350 crores.

Outlook

Projecting FY27 feed sales of 5.85 lakh MT; investing INR 175 crores in new PetCare manufacturing facility.

Risks

Steep raw material price hikes (fish meal, soya) squeezed feed margins from 17% to 7.06% YoY.

Last quarter's promises, checked

Delivered

  • Guided FY26 Feed sales ~5.62L MT → delivered 5,62,060 MT (= BEAT)
  • Guided FY26 Shrimp exports ~16,976 MT → delivered 16,976 MT (= BEAT)
  • Guided FY26 PBT margin ~15.5% → delivered 15.5% (= BEAT)

Partly delivered

  • Guided PetCare sales growth → delivered INR 151 lakhs in Q4FY26 (= PARTIAL)

Missed

  • Guided Feed PBT margin stability → delivered 7.06% in Q1FY27 (= MISS)
Source

Investor Presentation filed with NSE, NSE: AVANTIFEED. Summary written with AI assistance from the document.

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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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Value
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