Q4 2026 Apex Frozen Foods Ltd Earnings Call Transcript
Key Points
- Apex Frozen Foods Ltd (NSE:APEX) achieved a 14% year-on-year revenue growth in FY26, reaching INR931 crores, driven by firm global shrimp prices and favorable currency movements.
- The company successfully diversified its market presence, with non-US markets contributing 52% to total sales in FY26, marking a significant shift in its sales mix.
- EBITDA grew by 145% year-on-year to INR73 crores, with margins expanding by 405 basis points to 7.7%, indicating improved profitability.
- Apex Frozen Foods Ltd (NSE:APEX) significantly reduced its total borrowings from INR107 crores in March 2024 to INR6 crores by the end of FY26, strengthening its financial position.
- The company reported a 902% increase in profit after tax, reaching INR39 crores in FY26 compared to INR4 crores in FY25, showcasing robust financial performance.
- Despite overall revenue growth, Q4 FY26 net revenue decreased to INR168 crores from INR197 crores in Q4 FY25, with sales volumes also declining.
- The US market faced disruptions due to tariffs and logistics issues, impacting Apex Frozen Foods Ltd (NSE:APEX)'s sales volumes in this key market.
- There were challenges in logistics, including equipment shortages and shipping delays, which affected the company's ability to ship products smoothly.
- The company faced a decrease in sales volumes in Q4 FY26, with volumes dropping to 1,912 metric tons from 2,349 metric tons in the same period last year.
- Apex Frozen Foods Ltd (NSE:APEX) is cautious about future uncertainties and sudden market changes, which could impact its growth trajectory.
Ladies and gentlemen, good day, and welcome to Apex Frozen Foods Limited, Q4 and FY26 on the conference call.
(Operator Instructions)
Please note that this conference is being recorded.
I now hand the conference over to Mr. Suyash Samant from Stellar IR Advisors. Thank you and over to you, sir.
Thank you. Good morning, everyone, and thank you for joining us today. We have with us the Senior Management Team of Apex Frozen and Foods Limited, Mr. Chaudhary Karuthuri, Managing Director and Chief Financial Officer.
And Mr. Durga Prasad, senior manager accounts, who will represent Apex Frozen Foods Limited on the call. The management will present the key operating and financial highlights for the quarter and full year ended 31 March 2026, followed by a question-and-answer session.
Please note that this call may contain some of the forward-looking statements which are completely based upon the company's beliefs, opinions, and expectations as of today. These
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