Rising farmgate prices
Raw material prices have increased by ₹30-40/kg recently, which could pressure margins if not offset by higher realizations.
APEXFROZENFOODS / Q3-FY26 / risks
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Apex Frozen Foods · Material risks, their source context, and severity in the latest available quarter.
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Anti-dumping duty increase
US anti-dumping duty on Indian shrimp is set to rise from 1.35% to ~3.5% effective Q4 FY26, increasing costs for US exports.
US demand elasticity post-tariff reduction
It remains unclear whether US consumer demand will sustain at higher price levels after the tariff reduction, potentially limiting volume recovery.
Competition from Ecuador
Ecuador remains a strong competitor in the US market with lower tariffs, and its supply is stable at 1.4-1.5 million MT, which could cap India's market share gains.