AVANTIFEED Q4 Results FY26 Preview: Date, Time, Expectations & Key Things To Watch

Avanti Feeds faces a critical quarter as it navigates significant raw material inflation in its shrimp feed division and ongoing trade tariff headwinds in its export business. Investors will be looking for clarity on whether the company met its full-year guidance for feed volumes and PBT margins despite these operational pressures.

AVANTIFEED Q4 Results Date and Time

The Board of Directors is scheduled to meet on May 28, 2026, to approve the audited standalone and consolidated financial results for the year ended March 31, 2026, and recommend a dividend for FY 2025-2026.

What to expect from AVANTIFEED's Q4 FY26 results

Management has signaled that steep price increases for Fishmeal and Soya Bean Meal, which reached Rs. 145/unit and Rs. 56/unit respectively in the previous quarter, are expected to compress PBT margins toward their 14.5-15% target for the full year. The company is actively shifting its focus toward domestic retail channels and e-commerce to mitigate the impact of international trade volatility, including the 5.77% Countervailing Duty on shrimp exports. While aquaculture remains sensitive to climate risks and international cargo disruptions, the reinstatement of a 15% customs duty on imported shrimp feed is viewed by management as a protective measure for domestic market share. The upcoming call will likely focus on whether these strategic pivots and duty protections successfully offset the sequential volume decline of 23% in shrimp processing observed in the previous quarter.

Key Things To Watch

Performance vs Guidance Tracking: Tracking progress against management's FY26 targets.

• Shrimp Feed Consumption — 5,50,000 to 5,55,000 MT — Pending
• Shrimp Exports — 17,000 MT — Pending
• PBT Margin — 14.5% to 15.0% — Pending
• Pet Care Revenue — Rs. 10 Crores — Pending

Operating metric trajectory: Monitoring volume recovery and input cost trends.

• Shrimp Feed volumes were 118,127 MT in Q3 FY26, requiring a strong Q4 to meet the annual guidance.
• Shrimp Processing volumes declined by 1,095 MT sequentially in Q3 FY26 due to tariff burdens.
• Fishmeal and Soya Bean Meal prices rose to Rs. 145/kg and Rs. 56/kg respectively, impacting division margins.

Strategic execution and capex: Updates on new growth initiatives.

• Pet Care brand Avant Furst recorded Q3 FY26 revenue of Rs. 136.2 Lakhs, with manufacturing operations in Hyderabad expected in early FY28.
• Investment of USD 3 Million approved for a 10% stake in Thai Union Feedmill Ecuador S.A.S. to expand aquaculture feed distribution.
• Fish feed trials with Thai Union products are ongoing to adapt to local aquaculture requirements.

Risks and headwinds to monitor: External factors impacting export and production.

• US trade tariffs including a 5.77% CVD and a 10-15% temporary import surcharge remain a primary headwind for the export division.
• Dependency on imported SPF Vannamei brood stock makes production vulnerable to international cargo and supply chain disruptions.