印度家禽业在2025 - 26年将增长4 - 6%, 以鸡蛋需求为主导,
India's poultry sector to grow 4–6% in 2025–26, led by egg demand, despite broiler price drops and margin pressures.
印度家禽业在农村需求和蛋白质消费增加的驱动下,预计2025-26年印度家禽业收入将增长4-6 % , 蛋类部分增长7-9%,原因是人均消费量低(每年102个鸡蛋)和销售量增加。
India’s poultry sector is projected to grow 4–6% in revenue for 2025–26, driven by rising rural demand and protein consumption, with the egg segment leading at 7–9% growth due to low per capita consumption (102 eggs annually) and rising sales.
2025年初,由于早期季风和鸟重量增加造成的供过于求,价格下跌了20%,尽管价格自那时起有所回升,但预计Broiler的收入增长将放缓至1至3 % 。
Broiler revenue growth is expected to slow to 1–3% amid a 20% price drop in early 2025 from oversupply caused by early monsoon and higher bird weights, though prices have since recovered.
预计业务利润将下降80-100个基点,但由于低债务、低上限和优惠饲料费用,信贷状况保持稳定,饲料占支出的60-65%。
Operating margins are forecast to decline 80–100 basis points, but credit profiles remain stable due to low debt, modest capex, and favorable feed costs, with feed making up 60–65% of expenses.