Avanti Feeds Ltd (BOM:512573)
₹ 906.5 +4.7 (+0.52%) Market Cap: 123.51 Bil Enterprise Value: 111.33 Bil PE Ratio: 20.21 PB Ratio: 3.81 GF Score: 87/100

Q4 2025 Avanti Feeds Ltd Earnings Call Transcript

Jun 7, 2025 / 10:30 AM GMT

Key Points

Positve
  • Avanti Feeds Ltd (BOM:512573) reported a significant increase in gross income for Q4 FY25, reaching 1,435 crores, up from 1,320 crores in Q4 FY24, marking an 8.7% increase.
  • The company's PBT for Q4 FY25 increased by 40% compared to Q4 FY24, driven by higher revenue and reduced raw material costs.
  • The shrimp exports for FY25 increased by 7.5% compared to FY24, with expectations to reach 17,000 MT in FY26.
  • The company is diversifying its market presence by expanding into other regions like Japan and the EU to reduce dependency on the US market.
  • Avanti Feeds Ltd's pet care division has successfully launched its cat food product, with plans to introduce dog food, indicating potential growth in a new market segment.
Negative
  • The company faces challenges from fluctuating raw material prices, particularly for fishmeal and soybean meal, which can impact profitability.
  • The imposition of countervailing duties and reciprocal tariffs by the US has affected the profitability of shrimp exports.
  • Despite increased sales, the PBT for the shrimp processing division decreased due to higher ocean freight rates and depreciation from new plant investments.
  • The company's reliance on the US market, which accounts for a significant portion of its shrimp exports, exposes it to geopolitical and trade-related risks.
  • The pet care division is currently in its initial stages, with high promotional and brand establishment costs, which may impact short-term profitability.


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E D I T E D V E R S I O N

AVNT.NS - Avanti Feeds Ltd
Q4 2025 Avanti Feeds Ltd Earnings Call
Jun 07, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, ladies and gentlemen. I'm Felicia, moderator for the conference hall.

Welcome to Avanti Feet Limited, Q4 and F 525 earning conference call.

We have with us today Mr. C. Ramachandra Rao, joint managing director, Mr. A. Venkatar Sanji, executive director, Mr. Audri Niklesh, director of Avanti Feeds, and executive director, Avanti Frozen Food Private Limited.

Mr. Shanti Latta, GM Finance and accounts.

Ms. Lakshmi Sharma, Senior Manager, Corporate Affairs.

Mr. DBS Satya Narayana CFO Avanti Frozen Foods Private Limited.

Mr. KS Readdy, CFO Avantire Care Private Limited.

As a reminder, all participants will be in listen-only mode, and there will be an opportunity for
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