India Seafood Sector: Budget ka 'Teeka', US Tariff se Takleef, EU FTA ne Bachaya?

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AuthorAnanya Iyer|Published at:
India Seafood Sector: Budget ka 'Teeka', US Tariff se Takleef, EU FTA ne Bachaya?
Overview

Yaar, India ki seafood industry ke liye Union Budget 2026 mein bahut kuch achha hua hai, jisme import limit badhaya hai aur infrastructure par focus hai. Lekin US ne shrimp pe **50%** ka heavy tariff laga diya hai, jo badi takleef de raha hai. Par tension nahi, EU ke saath naya FTA deal ho gaya hai jo industry ko bachayega aur European market access dega.

Budget ne diya 'Push', Par US Tariff ne kiya Pareshaan

Dekho, India ki seafood industry ke liye Union Budget 2026 mein kai bade kadam uthaye gaye hain. Government ne kaha hai ki ab 3 percent tak import limit duty-free hogi aur fisheries value chain ko strong karne ke liye 500 Amrit Sarovars bhi banaye jayenge. Ye sab isliye ho raha hai kyunki FY25 mein India ne record seafood exports kiye hain, lagbhag ₹62,408 crore ke! Ismein sabse bada hissa frozen shrimp ka hai, jo ₹43,000 crore se zyada ka hai, mainly US aur China ki demand ke chalte.

Lekin yahan ek bada twist hai. India ka sabse bada export market, US, ne shrimp par 50% ka bada tariff laga diya hai. Isse Indian shrimp producers ki haalat kharab ho gayi hai aur orders kam ho gaye hain.

EU Trade Deal: Nayi Ummeed ki Kiran

Is situation mein, January 2026 mein sign hua India-EU Free Trade Agreement (FTA) ek super important step hai. Ye deal European market mein access badhayegi aur industry ko stable banayegi. Abhi India ko EU mein seafood export karne par 26 percent ka tariff lagta hai, jo FTA ke baad zero ho jayega. Isse Indian exporters, Vietnam aur Ecuador jaise competitors ke barabar aa jayenge aur shrimp, fish, aur value-added seafood exports ko boost milega.

Avanti Feeds aur Apex Frozen Foods: Kya Hoga?

Industry ke bade players jaise Avanti Feeds (India ki sabse badi shrimp feed manufacturer) aur Apex Frozen Foods (frozen shrimp producer) ke liye ye policy changes bahut faydemand hain. Avanti Feeds ka P/E ratio 16.67 to 18.95 ke aas-paas hai aur company profits mein achhi growth dikha rahi hai, sath hi pet care business mein bhi utar rahi hai.

Apex Frozen Foods, jismein pichhle kuch saalon mein profit growth kam rahi hai, ab EU FTA se zyada benefit kar sakta hai. FY25 mein EU sales 41 percent badhi hai aur ab revenue ka 39 percent hai. Q2 FY26 mein inka gross profit 76 percent badha hai. Apex ka P/E ratio thoda high hai, 40.18 to 44.6 ke beech, par low debt aur EU FTA access isse competitive banata hai.

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