AVANTIFEED / Q4-FY26 / claim-ledger

Audit the questions that mattered.

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

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

11

Answered directly

32%

Numeric claims

0

Consistency

Question ledger

What was answered, and how?

Roaksha · Equest Securities

partial

Feed division outlook and margin impact of price hike in Q4 FY27.

We have taken a price increase uh in February of the fourth quarter. So the impact is not there uh much because only one month we had the improved price and that is also not a full price impact because we are going another price uh hike right now.

Roaksha · Equest Securities

evasive

Export growth target of 19,000 MT in FY27 seems conservative.

I think uh generally uh if you've seen um I think um look at last 10 years uh every year um there's year on year year on year year on year increase last 10 years if you even put it with so this business cannot increase exponentially uh at one point it has to be built step by step.

Roaksha · Equest Securities

direct

Capex plans for feed and processing over next 2-3 years.

Right now we don't foresee any big uh capex in the next two years.

Roaksha · Equest Securities

partial

Scale and burn rate of pet care business.

We've been increasing the cost of from uh 53 tons to right now 100 tons with uh goal of 8 800 metric tons by end of this year. Our distribution network uh as of now we have uh uh 31 distributors in 13 uh in 13 cities.

Arjun Karna · Kotak Mutual Fund

direct

Importer of record for US and quantum of tariff refunds.

api frozen foods private limited is the importer of record in US. So uh ape itself import the goods and do the customs clearance... Roughly it will come around 15 to $20 million.

Arjun Karna · Kotak Mutual Fund

evasive

Why capacity utilization is not scaling faster than 10-15%.

Um so there are few things um um to answer that uh uh question. Um overall uh the capacity that we stated is about 26 or 28,000 metric tons. Um but this business is very seasonal.

Arjun Karna · Kotak Mutual Fund

declined

Effective capacity given seasonality and max rated capacity.

See uh it uh maybe uh we can if you send an email then

Arjun Karna · Kotak Mutual Fund

evasive

Impact of potential US-India trade deal on input costs.

No, we are not we are not importing anything from US products. We have absolutely sir. ... We have to see you know today we cannot see because it is a policy of the government to permit or not to permit.

Arjun Karna · Kotak Mutual Fund

evasive

Change in value-added shrimp mix from FY25 to FY26 and FY27 outlook.

We've done a lot of work over here where we're doing a lot more value added products uh than what we were doing 10 years ago... we do a wide range of uh uh products with uh and we also have a partnership with the food ingredients company.

Arjun Karna · Kotak Mutual Fund

evasive

Should processing margins improve with higher utilization and throughput?

I would generally say if you compare to our peers, if you look do a general analysis, you will see that our margin structure is much better because we do all these products. So we're already upwards of a general market uh margin level because of these products.

Indigenous Minister · Research desk

partial

Expected revenue and profit growth over next 2-3 years.

So it overall the the target if you put around 10 to 15% growth with the present global situation it will be a big achievement because today we are in a situation where many things are uncertain.

Roaksha · Equest Securities

evasive

Competitive position vs Ecuador and other geographies.

Um I I would uh say it Equinox continues to be uh large the largest exporter. Um India also continues to be one of the largest exporters and number two in the US market.