Analysis published 24 May 2026

AI-generated · cited to primary sources · not investment advice

Avanti Feeds (512573) Sep 2025 Filing Analysis

01 · Management Credibility

Does management do what it says?

ExceededCapacity Utilization Rate
73/100

The company is on track to start construction by the end of 2025, currently awaiting government approvals and completing land development. (2 in progress, 1 exceeded across 3 tracked commitments)

The company is planning to commence the construction by end of this year after obtaining necessary government approvals.

Avanti Feeds · Concall Transcript · Sep 2025 · p.6
EBITDA per Tonne of Feed Sold

Management expects to maintain stable margins and the same margin profile in the upcoming quarter. — target: Stable margins

On the margin, I think in the short term, we still look at stable margins and look to have the same profile in the next quarter, at least looking at things today.

Avanti Feeds · Concall Transcript · Sep 2025 · p.11
Geographic Revenue Concentration

The company is actively diversifying its export markets to Japan, Korea, EU, and Middle-East to reduce dependence on the U.S. market due to high tariffs. — target: Diversification to Japan, Korea, EU, Middle-East

Keeping this factor in view, the endeavour of the company is to expand its global market to other destinations like Japan, Korea, European Union and Middle-East.

Avanti Feeds · Concall Transcript · Sep 2025 · p.7

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