Avanti Feeds, Apex Frozen Foods, Mukka Protiens and other marine stocks jump up to 20% after India-US trade deal

Fisheries and allied industries stocks are in focus on Tuesday after India and the US signed a trade deal. India remains the top exporter of fisheries and allied products to the US, with a value of $2.5 billion. Following the announcement, Avanti Feeds share price jumped 20%, Apex Frozen Foods share price rallied 17%, and Mukka Protien share price jumped 4.6% on Tuesday morning.

Earlier with tariffs, the exporters faced immense pressure on topline and margins as the products suffered heavy tariffs, making it more costlier and less competitive compared to other nations.

However, despite the challenges faced by the industry, the companies managed to navigate through headwinds and continued to post robust earnings growth. Avanti Feeds reported 18% YoY jump in the topline in Q2FY26, while Apex Frozen Foods witnessed a nearly 20% jump in revenue for the same period. The robust and sustained growth was led by multiple factors, such as diversification into newer markets and geographical expansion. Secondly, the shrimp demand remained robust throughout the year across geographies.

Additionally, the central government announced an export promotion machine for five years with a total outlay of ₹25,000 crore to help exporters deal with tariffs.Despite the tariffs, shares of Avanti Feeds and Apex Frozen Foods rallied 12% to 20% in last one year as earnings growth remained intact for major exporters.

Indian shrimp exports jumped 16% in USD terms and 21% in rupee terms in the April-October 2025 period, despite the tariff threats. The total volume of exports also jumped 12% YoY to 10.73 lakh tonnes. The exports to the US dropped 25% in October 2025 alone as tariffs were imposed at the rate of 58%, making it less competitive and more expensive for US consumers. In a move to diversify away from the US, Indian shrimp exports to China jumped 1300% in the April-October period, reaching a total value of $1.05 billion