Avanti Feeds Ltd (BOM:512573)

Q2 2026 Avanti Feeds Ltd Earnings Call Transcript

Nov 15, 2025 / 10:30 AM GMT

Transcript

Key Points

Positve

Avanti Feeds Ltd (BOM:512573) reported a gross income increase of 18.75% in Q2 FY26 compared to Q2 FY25, indicating strong revenue growth.
The shrimp processing division saw a significant year-over-year growth of 62% in gross income for Q2 FY26.
The company has successfully diversified its market presence, reducing dependence on a single market and expanding into new geographies.
Avanti Feeds Ltd (BOM:512573) has launched new pet food products, receiving positive market acceptance and expanding its product portfolio.
The company is benefiting from favorable foreign exchange rates, contributing to improved profit margins in the shrimp processing division.

Negative

The profit before tax (PBT) for Q2 FY26 decreased by 8.83% compared to Q1 FY26, indicating a decline in profitability.
Rising raw material costs, particularly for fishmeal and soybean meal, pose a challenge to maintaining profit margins.
The company faces potential impacts from US reciprocal tariffs, which could affect shrimp processing volumes and margins.
There is uncertainty regarding the future impact of raw material price fluctuations on feed margins, with expectations of reduced profitability.
The pet food market is highly competitive, with strong players like Mars, posing challenges for Avanti Feeds Ltd (BOM:512573) in gaining market share.

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

AVNT.NS - Avanti Feeds Ltd
Q2 2026 Avanti Feeds Ltd Earnings Call
Nov 15, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen. I'm Akash, moderator for the conference call.

Welcome to Avanti Feeds Limited Q2 FI26 investors conference call. We have with us today Mr. C. Ramachandra Rao, joint managing director, Mr. A. Venkatas Sanjeev, executive Director, Mr. A. Nikolish, director of Avanti Feeds, and executive Director of Avanti Frozen Foods Private Limited, Mrs. Shanti Latta, GM Finance and Accounts Avanti Feedds Limited, Mr. DVS Satyanarayana, CFO Avanti Frozen Foods Private Limited. And Mr. KS Reddy, CFO Avanti Pit Care Private Limited.

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

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