AVANTIFEEDNSEAvanti Feeds LimitedMediumNeutral
Announced Fri, 29 Aug · 12:59 IST

Avanti Feeds Limited has informed the Exchange about Presentation

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

AVANTIFEED · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Avanti Feeds reported consolidated revenue of Rs 16,064 Mn in Q1 FY26, up 6.9% year-on-year, driven by a strong 58.8% jump in shrimp processing and export revenues to Rs 3,712 Mn. Shrimp feed revenue was broadly flat at Rs 12,352 Mn but grew nearly 20% sequentially. Consolidated EBITDA rose to Rs 2,653 Mn with margins expanding to 16.5% from 12.9% a year ago, helped by strong shrimp feed EBIT margin of 15.47%. Profit after tax grew 35% YoY to Rs 1,857 Mn, with PAT margin improving 240 basis points to 11.6%, and EPS rising to Rs 13.1 from Rs 9.4. However, the shrimp processing segment saw EBITDA margins contract sharply to 9% from 15%, which management attributed to countervailing duties and higher raw material costs. Geographically, North America accounted for 83.4% of processed shrimp sales in Q1 FY26, up from 78% in FY25.

Likely market impact

Overall results are positive with strong profit growth and margin expansion, though the sharp margin dip in the shrimp processing business due to duty and cost pressures is a watch-out. Investors may view the print favorably on the back of double-digit earnings growth.