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Concalls · Aquaculture · Small cap

Apex Frozen Foods' debt is nearly gone, and management is chasing 30% volume growth.

The shrimp exporter's FY26 profit jumped 902% on a strong shrimp price cycle. It closed the year with just ₹6 crore in borrowings, down from ₹107 crore, and is now betting on US tariff cuts and new FTAs to drive volume.


Mkt cap₹1,282 cr
P/E33.01×
ROE0.78%
Debt / eq.0.15
Div yld0.59%
902% Year-on-year jump in net profit for FY26.

What's new

  • FY26 net profit jumped 902% to ₹39 crore; revenue rose 14% to ₹931 crore.
  • Total borrowings collapsed to ₹6 crore from ₹107 crore a year ago.
  • Management guides for 30% sales volume growth in FY27, citing lower US tariffs and potential EU/UK FTAs.

Why this matters

The balance-sheet cleanup is the real story. Wiping ₹101 crore in debt off the books removes the constraint that has historically limited the company's operational flexibility. The guidance for 30% volume growth is ambitious but tied to a concrete catalyst: US import tariffs on Indian shrimp have dropped to 10%.

What we're watching

  • Whether the 30% volume growth target is achievable in a competitive global shrimp market.
  • The timeline and details of any EU/UK free-trade agreements.
  • Sustainability of the shrimp price cycle that drove FY26 margins.

The full read

Apex Frozen Foods is exiting a debt cycle. The shrimp exporter closed FY26 with ₹6 crore in borrowings, down from ₹107 crore a year earlier. That paydown of ₹101 crore is the standout figure in an already strong set of annual results: revenue grew 14% to ₹931 crore and net profit surged 902% to ₹39 crore, helped by a firm global price cycle for shrimp and favourable currency. The balance-sheet cleanup now underpins management's most aggressive growth target in years: a 30% increase in sales volume for FY27. The catalyst is concrete. US import tariffs on Indian shrimp have fallen to 10%, and the company is banking on forthcoming free-trade agreements with the EU and UK to open more volume channels. The debt is gone. The question is execution.

Questions answered

How much did Apex Frozen Foods pay down in debt during FY26?
The company reduced its total borrowings from ₹107 crore to ₹6 crore, a near-total paydown of ₹101 crore over the fiscal year.
What is driving the strong profit growth?
Net profit jumped 902% to ₹39 crore on firm global shrimp prices and favourable currency movements, which also lifted revenue by 14% to ₹931 crore.
What is management's outlook for the next fiscal year?
Management is guiding for a 30% increase in sales volumes in FY27. They cited the recent reduction in US tariffs on Indian shrimp to 10% and the prospect of free-trade agreements with the EU and UK as key drivers.
How significant is the debt reduction for the company's operations?
The reduction from ₹107 crore to ₹6 crore in a single year is transformative for the balance sheet, virtually eliminating interest costs and freeing up cash flow for working capital needs like shrimp procurement.
Mentioned: Apex Frozen Foods · US tariff reduction to 10% · EU/UK FTAs
Primary source BSE · NSE

An independent reading of the company's own disclosure — the primary filing above is the final word.