Apex Frozen Foods Limited has informed the Exchange about Investor Presentation
APEX · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Apex Frozen Foods reported a strong sequential recovery in Q4FY25, with net revenue rising 22% year-on-year to Rs 1,973 Mn, driven by higher shrimp realisation of Rs 794/kg (up 20% YoY and 6% QoQ). Gross profit grew 24% YoY to Rs 588 Mn, with gross margin expanding about 500 basis points quarter-on-quarter as farmgate prices corrected. EBITDA surged 174% YoY and 23% QoQ to Rs 78 Mn, and the company swung back to a Rs 20 Mn profit after tax versus losses in Q4FY24 and Q3FY25. For the full year FY25, however, performance was weak — revenue was almost flat at Rs 8,136 Mn, EBITDA fell 32% to Rs 297 Mn, and PAT dropped 74% to Rs 39 Mn, reflecting margin pressure earlier in the year. EU sales grew 70% YoY in Q4, while USA demand was described as gradually improving.
The Q4 recovery and margin bounce-back suggest a positive near-term trajectory, supported by stabilising input costs and strong EU demand, which could lift investor sentiment. However, the sharp full-year FY25 profit decline highlights that the company remains exposed to volatile shrimp prices and export demand swings, so the stock may stay range-bound until a clearer pickup in USA volumes is visible.