Apex Frozen Foods Limited — Investor Meet, 06-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Apex Frozen Foods delivered Q4 revenue growth of 22% YoY to INR197 Cr, driven by a 20% rise in average realization/kg and 2% volume growth. EBITDA surged 174% YoY to INR7.8 Cr with margin gains from lower raw material costs. PAT turned positive at INR2 Cr. The EU market share jumped to 36%, aided by upcoming approvals for ready-to-eat expansion. Management is cautiously optimistic amid US tariff concerns, focusing on market diversification, ready-to-eat products, and margin improvement. Capacity utilization remains low, targeting 12,000 MT by FY26. Cash flow is steady with no major capex planned.