Producer
Pesquera Exalmar S.A.A.
Peruvian fishmeal and fish oil producer (Lima Stock Exchange: EXALMARC1); receives ~17% of Peru's anchoveta landings; generated ~$297M in export value through November 2023 (9.73% of Peru total); operates catching fleet and processing plants on Peru's central and northern coast including Callao and Chancay; publicly listed with significant international investor base
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Fishmeal Production
65%Fish Oil
30%Other
5%
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Did you know2023
Pesquera Exalmar is one of the few publicly listed Peruvian fishmeal companies (Lima Stock Exchange), making it one of the most transparent windows into the highly cyclical Peruvian anchoveta fishing industry. Exalmar's stock price and revenue are almost entirely determined by two factors outside its control: the anchoveta quota set by Peru's IMARPE based on biomass surveys, and the global fishmeal price driven by Chinese aquaculture demand. When El Nino reduces anchoveta populations (as in 2023), Exalmar's stock collapses regardless of its management quality. When Chinese salmon and shrimp farming expands, Exalmar benefits regardless of operational efficiency. The company is essentially a pure-play financial instrument tracking the intersection of Peruvian ocean temperature cycles and Chinese protein demand -- two variables that have no direct relationship to each other but are connected through the global fishmeal market.
Pesquera Exalmar S.A.A. ↗