The delta in earnings is better for bad players when underlying comodity price rises which is the case now. Avanti maybe being a bigger player has better pricing power when purchasing raw shrimp or maybe they have shrimp farming. As the overall contribution of shrimp processing is small for Avanti so I think the benefit of shrimp price rise
will be not much to total number of avanti.Apexx doesn’t has shrimp farming. This is main reason for margin fluctuations. I don’t know if Avanti has shrimp farming as well. But Apex being a shrimp processor should benefit from shrimp price rise .sharat industries on other hand has shrimp farming as well they are getting the benefits.
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