Nitan Navasti · Incred Research
partialAre EU barriers removed for Indian shrimp exports?
the major barriers have already been totally we have overcome all those barriers thanks to the efforts by government of India.
APEX / Q2-FY26 / claim-ledger
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Nitan Navasti · Incred Research
directAre EU regulations for Indian shrimp now equal to Vietnam's?
Vietnam has an FTA... at 0% tariff... while we are at 4.3%... testing on Indian consignments... at 50%... once the FTA is done by the end of this year that will totally keep us on par.
Bala Murali Krishna · Omen Investment Advisor
directWhat is the potential of new markets like Australia and Russia?
Australia... we can easily take it up in the first year five and grow it to almost 10% of the overall business... Russia... we should be able to start... at least Q4.
Bala Murali Krishna · Omen Investment Advisor
directWhat is the trend in farm prices?
the farmgate prices have been quite stable for the past 3 to four months... the confidence at the farm level is good.
Bala Murali Krishna · Omen Investment Advisor
directWhy did other expenses increase 100% YoY?
the other expenses increase is mainly in relation to the tariffs... the tariff which you are aware which is being paid in the case of US market the 50% tariff... that obviously gets factored... part of the other expenses.
Sharon · SVS family office
directHow will you increase capacity utilization from 30%?
we do plan to increase our utilization of our capacity even further and rather take it up to 50% minimum over the next one year for sure.
Sharon · SVS family office
partialWhat revenue potential at 80-85% capacity utilization?
if we are able to achieve a 70% utilization... we should be looking at around 20,000 metric tons in the due course in the next few years.
Sharon · SVS family office
directWhat are steady-state margins at higher utilization?
a 10 to 12% margin is doable for sure on an EBITDA level... as long as the realization also continues to grow.
Sedat Shri Kumar · I thought PMS
directHow much of 22% realization increase is due to tariffs and rupee depreciation?
the tariff component was around 9%... we had to pay around 39 crores roughly around 40 crores... rupee depreciation... we roughly had around five rupees 5 to six rupees compared to last year.
Uni · Geot Investment Limited
directWhat is the tariff amount in other expenses?
for the half year it was 40 crores.
Uni · Geot Investment Limited
directDo you maintain 2,500 ton additional volume expectation from RTE facility?
next year we should be... in only the RT we should be looking at 2,000 to 2,500 metric tons as stated in the earlier call.
Ashok Kumar · EI company
directAre local approvals for new EU facility now obtained?
Yeah they were done. We already started.