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Earnings Call

LT Foods Earnings Call: Key Takeaways

LT Foods reported FY26 revenue of ₹11,023cr (up 26% YoY) and PAT of ₹625cr. Strategy focuses on premiumisation, global brand expansion in Basmati, and scaling the RTH/RTC segments.

Why this was an Alfa AlertNot a filter event. Performance was generally in line with long-term growth targets without a material guidance beat confirmed by management.
Highlights
Revenue growth26% YoY to ₹11,023 crores.
MarginsEBITDA margin at 11.8% excluding U.S. tariffs.
Demand visibilityStrong global demand for ethnic cuisine and premium rice.
Management confidenceHigh in 12% EBITDA margin range despite disruptions.

Growth

Revenue grew 26% YoY; Basmati/Specialty rice segment up 29%. India business saw 10% value and 12% volume growth.

Outlook

Guidance of 10-12% long-term organic growth. Capex of ₹250-300cr annually; RTH/RTC segment target of ₹400cr for breakeven.

Risks

Headwinds include U.S. import tariffs, geopolitical tensions in the Middle East, and increased freight/input costs.

Source

Earnings Call filed with BSE, NSE: LTFOODS. Summary written with AI assistance from the document.

Read the document ↗

LT Foods Ltd: key numbers

Share price
₹422.35
Market cap
₹14,666 Cr
Revenue (annual)
₹10,946 Cr
Net profit (annual)
₹625.4 Cr
P/E (TTM)
22.9×Sector 29.0×
Promoter holding
51.01%+0.00% QoQ
FII holding
8.21%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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