Avanti Feeds Limited — Investor Meet, 03-09-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Avanti Feeds reported strong Q1 FY26 results: Consolidated gross income at INR 1,657 Cr (+7.7% YoY), PBT at INR 249 Cr (+38% YoY). Feed division saw higher volumes and reduced raw material costs boosting PBT by 46% YoY. Shrimp processing income surged 56% YoY. Pet care sales grew to INR 0.38 Cr.

Management acknowledges U.S. 50% reciprocal tariffs as a significant near-term challenge, but is actively diversifying to global markets (Japan, EU) and promoting domestic shrimp consumption. They believe this is a temporary phase (3-6 months) and expect government support. Raw material prices are rising, but the company remains focused on value-added products and plant efficiencies. Pet food venture targets INR 10 Cr revenue this year, with a manufacturing facility planned.