AVANTIFEED / Q1-FY27 / claim-ledger

Audit the questions that mattered.

Avanti Feeds · Analyst questions, management answers, and the quality of the response where the ledger is available.

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NegativeQ1-FY27 · source date pendingBack to quarter ↗

Questions audited

7

Answered directly

57%

Numeric claims

0

Consistency

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Question ledger

What was answered, and how?

Arjun Kana · Kotak Mutual Fund

direct

What is the status of US reciprocal tax refund of $15-20 million?

Regarding reciprocal tariff particularly for seafood industry that two for India. The entries are under ADD and CVD review which are under suspension status. Unless the suspension is lifted the CBP will not process the reciprocal tariffs. So as of now they are all under pending status.

Rolexa · Equest Securities

direct

What is the extent of recent feed price hike and is Q2 expected to remain painful?

The price hike we have taken, I think the June 19 to June 20 we have taken a price hike. Around 10% we have taken. Yes, we are working on the quality aspect along with the formulation so that we mitigate the usage of the raw material.

Rolexa · Equest Securities

partial

Confirm if Q2 will be another quarter of pain before price hike and government intervention help?

Yeah. Yes.

Rolexa · Equest Securities

direct

What is Pet division investment planned and spent so far?

We are planning we are estimating around 175 crores investment in Petford so till now we have purchased the land around 25 crores worth of land we've purchased.

Rolexa · Equest Securities

partial

How are farmers responding to shrimp culture given 17% volume growth vs conservative H2 outlook?

At present the shrimp culture activity is very good. The farmers are very happy that the culture is progressing very well with the climate is also favorable and the prices of farmgate prices have also gone up. The only concern is about the cost is the only concern because the cost of feed is going up.

Arjun Kana · Kotak Mutual Fund

evasive

Why haven't farmgate shrimp prices risen like beef and pork prices globally?

We cannot exactly say that. When there is a little shortage of availability of shrimp in the country they automatically demand and supply. The prices are tend to go up. When the harvest takes place and the produce comes into the market the prices are tend to come down. There is no specific reason that we can attribute for any increase or decrease.

Arjun Kana · Kotak Mutual Fund

evasive

Will rupee depreciation benefit farmgate prices in USD terms?

The farm grade prices are the balancing factor between the global price and the farm gate price for the processors and exporters. So there is need to be a nexus between these two inputs. It automatically determines the price with the prices prevailing globally. We keep both considerations and we fix the farmgate prices from time to time.