Tuesday, 12 September 2017

Apex frozen  –
Apex have 15000 MTPA capacity , where they have taken 6000 MTPA capacity on Lease from Royal Marine.
They are coming up with capacity of 20000 MTPA at end fy 18.
They paid 100 million as processing charges to Royal marine in fy 17.
5000 MTPA in the new capacity is for high value cooked products.
Due to saving on processing charges of 100million and addition of high value products the margin will expand. 
Capacity utilization of 48% in fy 19 and 71 % in fy 20 is expected.
One can feel if a company has taken 63% capacity on lease, then it is surely expecting a lot more growth and have ample orders in hand .
With EPS estimate of 16 in fy 18 and 22 in fy 19 there is room for ample growth .
The business model is different than of Avanti feeds as  in avanti major part of revenues comes from feed where as in APEX shrimp processing is major revenue source.

Only risk in shrimp sector is natural calamities in terms of cyclone and spread of disease so these factors have to be taken into stride.  

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