Avanti Feeds- Feeding the Shrimps the World Cant Get Enough Of...

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Equity Bottom-Up

<p>We recently wrote a report on <a href="https://www.smartkarma.com/entities/19474" target="_blank" data-smartkarma-citation="entities:19474:1">Avanti Feeds Ltd (AVNT IN)</a><a href="https://www.smartkarma.com/insights/avanti-feeds-feeding-the-shrimps-the-world-cant-get-enough-of" target="_blank">,</a> a domestic leader in shrimp feed manufacturing with near 45% market share (please click <a href="https://www.smartkarma.com/insights/avanti-feeds-feeding-the-shrimps-the-world-cant-get-enough-of" target="_blank">here)</a>. The company released its Q4FY18 and FY18 results which were largely in line with our expectations. While the sales grew by 30% with full capacity utilization in its shrimp feed segment, profitability increased by 106% in FY18 on significantly lower raw material prices. Although, the raw material prices have increased in Q4 FY18, which may have a…</p>

We recently wrote a report on Avanti Feeds Ltd (AVNT IN), a domestic leader in shrimp feed manufacturing with near 45% market share (please click here). The company released its Q4FY18 and FY18 results which were largely in line with our expectations. While the sales grew by 30% with full capacity utilization in its shrimp feed segment, profitability increased by 106% in FY18 on significantly lower raw material prices. Although, the raw material prices have increased in Q4 FY18, which may have a…

Avanti Feeds

Avanti Feeds-FY18 Results Update