Nitan AI · Ink Capital
directImpact of UK/EU trade deals on shrimp market size
Yes, I would definitely say that the market access into EU and UK would be better. There'd be higher demand coming from these markets. Yes, 100%.
AVANTIFEEDS / Q3-FY26 / claim-ledger
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12
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67%
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Nitan AI · Ink Capital
partialImpact of weather on fish meal raw material availability
the fish meal... catches from the ocean... last year it was not so good... this year their catches have been fairly good... prices have gone up... definitely going to be a big challenge for us and we have made representation to the government to bring some sort of regulatory mechanism.
Nitan AI · Ink Capital
evasiveStability of shipping rates and container movement for exports
Currently we don't have any changes... we don't expect so much but of course there should be some disruption... I don't think there's any immediate direct effect, but there'll be some kind of trickle down effect... we need to wait and watch.
Arjun Ka · Kota mutual funds
partialOutlook for processing volume in FY27 given trade agreements
we do expect better market access so our quite robust for the year 27 but our guidance I need to relook at it because we're finalizing some of those numbers with the change in compared structures.
Arjun Ka · Kota mutual funds
directFarmer sentiment on feeding more due to positive shrimp outlook
It's quite positive... everyone in the supply chain is positive even the importers are positive... definitely everyone is happy about it.
Arjun Ka · Kota mutual funds
partialOperating leverage and pricing strategy as volumes increase
I wouldn't say that we would price very competitively because we have better market access... it's more of a long-term perspective... theoretically it should give better margin recovery.
Ronak Sha · Equid Securities
directFeed business growth outlook for FY27 and FY28
we expect that there should be minimum 10% growth in the feed volume consumption if not more because this area culture going up and farmers are also very positive.
Ronak Sha · Equid Securities
directReason for gross margin improvement in feed division in Q3
the averaging of the raw material cost has really given that additional advantage in the Q3... the prices earlier low prices will have some impact on the Q3 raw material prices also.
Ronak Sha · Equid Securities
directReason for steep increase in opex in processing division
The major reason for going off the opex was because of the reciprocal tariff which was at highest at 50% during Q3 FI 2026. So that is the reason major jump you can see in OPEX.
Sor Banik · Divas Consultants
deflectedTarget markets for all business segments in FY27
we are in the process of preparing the budgets for the 26-27 I think we'll be able to share with you sometime the next call we should be able to give you more details on that.
Akilesh Raat · Riddanta Private Limited
partialMarket penetration strategy for pet food business
right now we are concentrating mostly on the product itself... product is going to be the key... also we're going to soon launch new products which will compete with the bigger brands with better quality.
Karan Sharma · Kan Capital
directPossibility of gaining market share in shrimp processing
when we formed the JV with Thai union for the processing division we were not even top 10 importers now we climb the rank and amongst the top importers for frozen shrimp today... every year they continue to grow the business step by step.