Rattibha

# Poultry industry...a small 🧵
Last year was bad for poultry stocks because of exorbitant rice in feed prices
Stocks are down 40% + from the peak
There are a handful of poultry industry related listed stocks and now might be a good time to understand the industry a bit
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Poultry refers to rearing, hatching, breeding, and processing domesticated birds or broilers
India poultry market size reached a value of Rs 1,74,990 Crores in 2021
Consumption growth in meat and eggs was 5% and 4% at 4.3 lakh tonne and 120 billion in FY 22
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As per ET, revenue of the Indian poultry industry is seen rising over 30% to Rs 2,50,000 crore in FY 23
The demand continues to be robust because of rising population, higher per-capita consumption of meat, and increasing preference for protein-rich diet
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The price of broiler meat is expected to average Rs 135-140 per kg this fiscal, a 30% on-year increase from the average price of Rs 104 per kg last fiscal
This is owning to ~35% increase in poultry feed prices
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Classification:
On the basis of segments -
•Broiler (Used for only meat purpose)
•Eggs
5 major players (Suguna in Coimbatore, Venky’s in Pune, CP, Sneha, and Shalimar in Kolkata) constitute ~60 % of the Indian broiler meat market
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Sale of poultry products in various forms
- Sale of 1-day old broiler chicks which are further used only for meat purpose
- Sale of 1-day old layer chicks which are further used only for table eggs
- Sale of grown-up live broiler birds/chicken (for meat purpose)
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- Sale of grown-up live layer birds/chicken (for egg purpose
- sale of eggs
- sale of raw, processed and completely cooked chicken
- Sale of Poultry Feed & supplements
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Eggs come from hens raised specifically to lay eggs, but chickens that are raised for meat are called “broilers”
These are typically white, and are bred specifically for optimal health and size
Broilers in India are usually reared for 35-45 days to a wgt of 1.8-2.2 kg
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How much poultry meat does Indian consume?
As per Economic Survey 2021-22, India ranks third in production of eggs and eighth in meat production in the world
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Egg production and growth rate?
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Indian export of poultry products
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Price trend of Broiler realization vs Feed cost
The price of broiler meat is expected to average Rs 135-140 per kg in FY 23, a 30% increase from the average price of Rs 104 per kg last fiscal FY 22
(12/n)

Feed contributes to 80% of the total expenses that are there in the production of an egg and broiler
Major ingredients in poultry feed are - Maize, Bajra, Jowar, Soybean Meal, Fish Meal, Meat & Bone Meal, Shells, Marble Powder, Marble Chips, etc
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Sources referred:
statista.com
dahd.nic.in
agriexchange.apeda.gov.in
crisil.com
economictimes.indiatimes.com
agrifarming.in

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