Sharat Industries Ltd · BSE:SHINDL
Sharat Industries — Q1 FY2026 Earnings Presentation
31 slides from Sharat Industries's earnings presentation, September 2025
Slide 1: Pioneers of Indian Aquaculture
Pioneers Of Indian Aquaculture Sharat Industries Limited Investor Presentation Hatchery | Farm | Feed Mill | Processing Plant
Slide 2: Safe Harbor
SAFE HARBOR This document includes certain forward-looking statements which are tentative, based on current expectations of the management of Sharat Industries Limited. These statements are based on management's current expectations or beliefs and are subject to uncertainty and changes in circumstan
Slide 3: Key Facts & Figures
KEY FACTS & FIGURES 30+ 25+ 35+ Years of Experience International Customers Domestic Customers 15+ 13.8% CAGR 38.0% CAGR Product Varieties Revenue (Last 5 years) PAT (Last 5 years) Sharat Industries Limited, established in 1990, is India's oldest integrated aquaculture company. The Company pioneered
Slide 4: Global Aquaculture Industry Overview
INDUSTRY OVERVIEW GLOBAL AQUACULTURE INDUSTRY OVERVIEW Global Aquaculture Market Set to Grow from 82.8 Mn Tons (2024) to 122.9 Mn Tons by 2033 at a CAGR of 4.03%. 1 2 3 4 5 COMPANY OVERVIEW Rising Demand for Decline in Wild Fish Pharma Applications Middle-Class Cold Chain & Sustainable Protein Stock
Slide 5: Indian Aquaculture Industry Overview
INDUSTRY OVERVIEW INDIAN AQUACULTURE INDUSTRY OVERVIEW India’s Aquaculture Market to Expand from 14.4M to 28.8M Tons by 2033, Growing at 7.57% CAGR COMPANY OVERVIEW Growing health awareness and Better cold chains and transport preference for protein-rich, improving product freshness and omega-3-rich
Slide 6: India Seafood Processing & Exports Industry
INDUSTRY OVERVIEW INDIA SEAFOOD PROCESSING & EXPORTS INDUSTRY Shrimp Export India’s seafood processing industry is projected to reach Quantity (000 tonne) Value (Rs. 00 cr.) Avg. Realisations (₹/Kg) USD 25.2 billion by 2033, growing at a CAGR of 7.51%, supported by rising demand, aquaculture advance
Slide 7: Entry Barrier in Shrimp Aquaculture Industry
INDUSTRY OVERVIEW ENTRY BARRIER IN SHRIMP AQUACULTURE INDUSTRY Specialized technical knowledge needed in Export certifications like BAP and ASC aquaculture and disease management. are mandatory but hard to obtain. COMPANY OVERVIEW High disease risk demands robust Environmental risks and climate bios
Slide 8: SIL's Journey: From Hatchery to Harvest
INDUSTRY OVERVIEW SIL'S JOURNEY: FROM HATCHERY TO HARVEST LAYING THE Navigating Disruptions Strategic Shift Scaling Resilience Expansion & FOUNDATION & Backward to Vannamei & Operations & Amidst Global Export Integration Turnaround Export Entry Disruptions Acceleration COMPANY OVERVIEW 1990–1994 199
Slide 9: Certification
GROWTH STRATEGY FINANCIAL OVERVIEW BUSINESS OVERVIEW COMPANY OVERVIEW INDUSTRY OVERVIEW Investor Presentation CERTIFICATION 9
Slide 10: Legacy of a Visionary Leader
INDUSTRY OVERVIEW LEGACY OF A VISIONARY LEADER COMPANY OVERVIEW MR. PRASAD REDDY SHARAT REDDY SABELLA PROMOTER & MANAGING DIRECTOR PROMOTER & WHOLE-TIME DIRECTOR BUSINESS OVERVIEW o A postgraduate in Sociology from Jamia Millia Islamia, Delhi, he began his o A second-generation entrepreneur and forw
Slide 11: Board of Directors
INDUSTRY OVERVIEW BOARD OF DIRECTORS COMPANY OVERVIEW SHANMUGAM VENKATA MUTHYAM HARIHAR SWAYZE MANI CA GEETHA A.B. NON-EXECUTIVE DIRECTOR NON-EXECUTIVE & INDEPENDENT INDEPENDENT DIRECTOR INDEPENDENT DIRECTOR DIRECTOR Mr. Shanmugam’s professional expertise Mr. Venkata Harihar professional journey Wit
Slide 12: Experienced Management Team
INDUSTRY OVERVIEW EXPERIENCED MANAGEMENT TEAM COMPANY OVERVIEW N Ganesan Balasubramanian R M Srinivas D Narayana Rao R Ravi Company Secretary & Chief Financial Officer DGM Finance GM Operations Sr. Manager Feed BUSINESS OVERVIEW Compliance Officer Processing Plant Plant FINANCIAL OVERVIEW GROWTH STR
Slide 13: Business Division
INDUSTRY OVERVIEW BUSINESS DIVISION Annual Product Offering: Annual Product Offering: Capacity: 13 varieties of frozen Capacity: Brand VANNASTAR COMPANY OVERVIEW 7,500+ Tons of raw and frozen 20,000+ Tonnes Brand AQUASTAR Frozen Shrimp cooked shrimp products Processing Plant Feed Mill Unique Feature
Slide 14: Product Portfolio
INDUSTRY OVERVIEW PRODUCT PORTFOLIO SHRIMP FEED RAW WHITE SHRIMP COOKED WHITE SHRIMP BRANDS COMPANY OVERVIEW VANNASTAR BUSINESS OVERVIEW Peeled and De- Cooked Cooked Peeled Raw Head-On Raw Headless Butterfly Cooked Peeled veined Tail-Off Headless and De-veined Shell-On Easy Peel (EZ- and De-veined (
Slide 15: Value Chain
INDUSTRY OVERVIEW VALUE CHAIN 3 4 5 SEEDLING (SOURCING)* 100% seedlings sourced. FEED MANUFACTURING PROCESSING EXPORT/SALES COMPANY OVERVIEW VALUE DRIVER: Quality input ensures better survival & yield. Sharat manufactures and Shrimp is washed, cleaned, Products shipped sells shrimp feed. cut, and cu
Slide 16: Driving Sustainable Growth Through Technology & Operational Excellence
INDUSTRY OVERVIEW DRIVING SUSTAINABLE GROWTH THROUGH TECHNOLOGY & OPERATIONAL EXCELLENCE PROCESSING PLANT OPTIMIZATION Installed Capacity: 7,500 TPA | Current Utilization: 4,500 TPA COMPANY OVERVIEW FEED INNOVATION 2025 Goal: +20% capacity utilization 5,400 TPA Focused on process optimization, resou
Slide 17: Geographic Presence
INDUSTRY OVERVIEW GEOGRAPHIC PRESENCE COMPANY OVERVIEW BUSINESS OVERVIEW Export Sales FINANCIAL OVERVIEW FY23 FY24 FY25 4.20% 1.62% 0.90% 0.00% 1.75% 2.20% 8.03% 28.48% 8.34% USA USA USA 1.35% 10.48% Russia Russia Russia China China China GROWTH STRATEGY Canada 41.57% Canada Canada 76.98% Others Oth
Slide 18: Russia-Led Growth Shields Sharat From USA Tariff Impact
INDUSTRY OVERVIEW RUSSIA-LED GROWTH SHIELDS SHARAT FROM USA TARIFF IMPACT Market Leadership: Now the largest Indian shrimp exporter to Russia, reinforcing market dominance. Q1FY26 Export Sales COMPANY OVERVIEW 1.8% Strategic Pivot to Russia: For the past 3 years, Sharat Industries has been expanding
Slide 19: Customers
GROWTH STRATEGY FINANCIAL OVERVIEW BUSINESS OVERVIEW COMPANY OVERVIEW INDUSTRY OVERVIEW Investor Presentation CUSTOMERS 19
Slide 20: CSR Initiatives: FY 2024-25
INDUSTRY OVERVIEW CSR INITIATIVES: FY 2024-25 CSR Partner: Total CSR Spend: Sri Sairam Ashram ₹ 0.15 crores COMPANY OVERVIEW Trust, Ponneri, Chennai Partnership with Support for Elderly Care: BUSINESS OVERVIEW Donation to Sri Sairam Ashram Reputable NGO: Collaborated with a Trust, which provides saf
Slide 21: SWOT Analysis
INDUSTRY OVERVIEW SWOT ANALYSIS STRENGTHS WEAKNESSES COMPANY OVERVIEW • Integrated & Scalable Operations • Established Farmer Network • Constant increase in cost of production • Diverse & Certified Product Portfolio • Regulation on Raw material pricing • Expanding Global Footprint • Increase in Ocea
Slide 22: Financial Highlights
GROWTH STRATEGY FINANCIAL OVERVIEW BUSINESS OVERVIEW COMPANY OVERVIEW INDUSTRY OVERVIEW Financial Highlights
Slide 23: Quarterly Financial Performance
INDUSTRY OVERVIEW QUARTERLY FINANCIAL PERFORMANCE Revenue From Operations (In ₹ Cr.) EBITDA PAT (In ₹ Cr.) 140.00 14.00 120.00 115.19 12.00 11.43 COMPANY OVERVIEW 100.00 89.80 93.91 10.00 80.00 8.00 7.68 60.00 6.00 5.20 5.37 40.00 4.00 3.06 0.52 20.00 2.00 BUSINESS OVERVIEW - - Q1FY25 Q4FY25 Q1FY26
Slide 24: Key Financials
INDUSTRY OVERVIEW KEY FINANCIALS (In ₹ Cr.) (In ₹ Cr.) (In ₹ Cr.) Reveune EBITDA PAT 450.00 35.00 12.00 382.29 30.32 9.94 COMPANY OVERVIEW 400.00 30.00 332.53 10.00 302.75 350.00 25.00 21.91 21.74 8.00 247.03 6.43 300.00 250.00 20.00 5.88 200.00 14.51 6.00 15.00 150.00 4.00 3.43 10.00 100.00 2.00 5.
Slide 25: Key Operational Ratios
INDUSTRY OVERVIEW KEY OPERATIONAL RATIOS (In MT) (In ₹./Kg) Revenue Contribution (In ₹ Cr.) Shrimp Sales Avg. Realisation 4,716.82 651.40 Domestic Export COMPANY OVERVIEW 5,000.00 660.00 4,500.00 3,906.04 640.00 450.00 4,000.00 3,703.48 621.10 292.98 400.00 3,500.00 620.00 241.24 350.00 221.97 3,000
Slide 26: Key Ratios
INDUSTRY OVERVIEW KEY RATIOS Return Ratio (In %) NAV (In ₹) 36.5 ROE ROCE 36 35.9 COMPANY OVERVIEW 35.1 35.5 18.80% 17.80% 20.00% 18.00% 17.00% 35 34.5 16.00% 14.00% 34 12.00% 33.5 10.00% 8.30% 32.9 7.00% 7.28% 33 BUSINESS OVERVIEW 8.00% 32.5 6.00% 4.00% 32 2.00% 31.5 0.00% 31 FY23 FY24 FY25 FY23 FY
Slide 27: Key Developments
KEY DEVELOPMENTS Sharat Industries partners with West Coast Frozen Sharat Industries unveils a Foods to launch merchant new logo, reflecting its export operations in evolving brand identity and Gujarat, expanding national commitment to growth in footprint and extended global seafood markets. access
Slide 28: Key Growth Drivers Powering Future Expansion
INDUSTRY OVERVIEW KEY GROWTH DRIVERS POWERING FUTURE EXPANSION COMPANY OVERVIEW Asset-Light Growth & Strategic China Entry & Capacity Utilization & Domestic Market Foray Sustainability Export Diversification Margin Expansion with Value-Added Focus Integration Expanding into China via Targeting incre
Slide 29: Strategic Roadmap: Driving Growth, Diversification & Sustainability (FY25–FY28)
INDUSTRY OVERVIEW STRATEGIC ROADMAP: DRIVING GROWTH, DIVERSIFICATION & SUSTAINABILITY (FY25–FY28) Build domestic capabilities via strategic alliances and potential partial acquisitions, launching frozen shrimp and new product lines across B2B and D2C channels. COMPANY OVERVIEW Domestic Market Penetr
Slide 30: Investment Rationale
INVESTMENT RATIONALE Approvals from Strategic tie-ups for USFDA, EU, and sustainable feed, Russian health processing facilities authorities, enabling and market access seamless access to enable asset-light highly regulated growth, faster scale- international up and higher Complete control markets. m
Slide 31: Thank You
Sharat Industries Limited CORPORATE OFFICE THANK YOU Flat No. 4, 3rd Floor, Pallavi Apartments, No. 57/11, Old No. 29/TF4, 1st Main Road, HDFC Bank Compound, R.A. Puram, Chennai – 600 028 REGISTERED OFFICE Feed Plant, Hatchery & Farm: Venkanna Palem Village, T.P. Gudur Mandal, Nellore – 524 002, Nel