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

Q1 2026 Avanti Feeds Ltd Earnings Call Transcript

Aug 29, 2025 / 10:30 AM GMT
Release Date Price: ₹641.7 (+1.08%)

Key Points

Positve
  • Avanti Feeds Ltd (BOM:512573) reported a 15.7% increase in gross income for Q1 2026 compared to the previous quarter.
  • The company saw a significant 38% increase in Profit Before Tax (PBT) compared to the same quarter last year.
  • Feed sales increased to 165,564 metric tons in Q1 2026, showing strong demand and growth.
  • The company successfully launched new pet food products, expanding its portfolio and market reach.
  • Avanti Feeds Ltd (BOM:512573) is actively diversifying its market presence beyond the US, targeting regions like Japan and Europe.
Negative
  • The company faces challenges due to a 50% reciprocal tariff imposed by the US, impacting shrimp exports.
  • Raw material prices, such as fish meal and soya bean meal, have shown volatility, affecting cost stability.
  • Heavy rains and diseases have temporarily slowed down aquaculture activities, impacting production.
  • The company anticipates a challenging second half of the year due to increasing prices and tariffs.
  • There is uncertainty regarding the long-term impact of tariffs on sales and margins, with potential repercussions in Q4.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AVNT.NS - Avanti Feeds Ltd
Q1 2026 Avanti Feeds Ltd Earnings Call
Aug 29, 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 Pelsa, moderator for the conference call.

Welcome to Avanti Feeds Limited.

Q1F 526 investors conference call.

We have with us today Mr. C. Ramachandra Rao, joint managing director, Mr. A Penata Sanji, executive director, Mr. A. Nkash, director, AFL, and executive director, Avanti Frozen Foods Private Limited.

Mr. DBS Satya Narayana, CSO Avanti Frozen Foods Private Limited. Mr. KS Rey CFO Avanti Pet Care Private Limited.

As a reminder, all participants will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the
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