Investors Presentation
SHINDL · price
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Awaiting price reaction for this filing.
Sharat Industries filed its Investor Presentation on BSE. The company is India's oldest integrated aquaculture player (est. 1990) operating across hatchery, farm, feed mill and processing plant. FY25 revenue stood at ₹382.29 Cr with PAT of ₹9.94 Cr, reflecting 13.8% revenue CAGR and 38% PAT CAGR over 5 years. Q1FY26 showed strong momentum with revenue up to ₹115.19 Cr and EBITDA margin expanding to 9.9% (vs 8.5% in Q1FY25). The company highlighted a strategic pivot away from the US — Russia now accounts for 60% of Q1FY26 exports vs 10.5% in FY23 — which management says insulates it from US tariff risks. Key FY28 targets include ₹1,000 Cr in export revenue and ₹100 Cr domestic revenue through a stake in Xanadu Foods, with capacity utilization targeted to rise from 55% to 90%.
Positive for shareholders: improving margins, a clear multi-year growth roadmap with specific FY28 targets, and reduced US tariff exposure via Russia-led diversification. Watch execution on capacity ramp-up and the domestic foray through Xanadu Foods.