AI-generated · cited to primary sources · not investment advice
Avanti Feeds (512573) Nov 2025 Filing Analysis
Does management do what it says?
The company implemented a higher price cut of INR 4 per kg in April 2025, exceeding the previously mentioned 3 rupee target to support farmers. (2 exceeded, 1 met across 3 tracked commitments)
“So, 10% is a good achievable profitability for this current year overall.”
E-commerce operations have commenced as planned, with products available on the Supertel platform. (3 met across 3 tracked commitments)
“AddiƟonally, the company is ready to start trading on Amazon, targeƟng go live before the end of November 2025.”
Management expects to maintain a market share in the range of 52% to 53% in the future. — target: 52%-53%
“And I think we will conƟnue to hold that posiƟon at 52%, 53% in future also.”
See the full cited Management analysis of Avanti Feeds
How durable is the business?
The Shrimp Processing and Export division is showing explosive growth, with revenue up 62% year-over-year. This is driven by higher sales volumes (up 46% for the half-year) and better price realization. (1 expanding)
“The gross income in Q2 FY26 increased to INR 462 crores from INR 284 crores during Q2 FY25, an increase of INR 178 crores, representing 62% YoY growth.”
See the full cited Business Model analysis of Avanti Feeds
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