AVANTIFEEDNSEAvanti Feeds LimitedMediumNeutral
Announced Sat, 7 Jun · 11:41 IST

Avanti Feeds Limited has informed the Exchange about Investor 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 strong Q4 and full-year FY25 results, with consolidated revenue growing 8% YoY to ₹13,851 million in Q4 and 4.5% YoY to ₹56,123 million for FY25. Profit after tax jumped nearly 40% YoY to ₹1,572 million in Q4 and 41.5% YoY to ₹5,571 million in FY25, with EPS rising to ₹38.81 for the year (up 48% from ₹26.2). Shrimp feed was the standout, with Q4 EBITDA margins expanding sharply to 19.3% (from 12.7%) on 6% volume growth, and FY25 feed EBITDA margin rising to 15.3% from 10.1%. Shrimp processing saw 22% revenue growth in Q4, but margins fell to 8% from 14% due to the countervailing duty (CVD) impact. The company also flagged a new subsidiary, Avanti Pet Care, which has begun selling cat food under the 'Avant Frust' brand from January 2025.

Likely market impact

Strong Q4 beat, especially in shrimp feed, should boost investor confidence and support the stock. However, the CVD-related margin pressure in shrimp processing is a near-term headwatch that the market may flag, even as overall profitability and return ratios (RoCE at 23%, RoE at 19%) remain healthy.