ALFA Finder| Management target | Revenue 4-year |
|---|
| Revenue growth | 26% YoY; Normalized growth at 19%. |
|---|---|
| Margins | EBITDA margin steady at 13% for Basmati; Organic margins declined. |
| Demand visibility | Strong international momentum; North America up 49%. |
| Management confidence | High; citing market leadership in North America and India. |
Growth
PAT grew 9% YoY to ₹183 Cr. Basmati segment revenue rose 34%, while Organic revenue declined 13%.
Outlook
Targeting £100 million UK revenue in 4 years. Inventory days improved from 221 to 187.
Risks
Organic segment EBITDA margin compressed to 4% from 10%. US CVD rate on organic soyabean remains 75%.
Last quarter's promises, checked
Delivered
- Targeted 10-12% organic growth → delivered 19% normalized revenue growth (= BEAT)
- Guided 12% EBITDA margin → delivered 11.2% normalized EBITDA margin (= BEAT)
- Improve working capital days → delivered 176 days vs 196 days (= BEAT)
Partly delivered
- RTH capacity operational by Q2 FY27 → delayed/under stress due to capacity constraints (= PARTIAL)
Missed
- Organic segment growth target → delivered 13% revenue decline (= MISS)
Investor Presentation filed with BSE, NSE: LTFOODS. Summary written with AI assistance from the document.
LT Foods Ltd: key numbers
- Share price
- ₹434.20
- Market cap
- ₹15,078 Cr
- Revenue (annual)
- ₹10,946 Cr
- Net profit (annual)
- ₹625.4 Cr
- P/E (TTM)
- 23.0×Sector 29.0×
- Promoter holding
- 51.01%+0.00% QoQ
- FII holding
- 8.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from LT Foods Ltd
All →LT Foods Earnings Call Transcript: Key Takeaways
LT Foods reported robust 17% revenue growth driven by Basmati and specialty rice, despite significant shipping and freight cost headwinds impacting margins.
- Call
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LT Foods Investor Presentation: Key Takeaways
H1 FY27 consolidated revenue ₹6,414Cr (+22%, 18% normalised), EBITDA ₹721Cr (+17%), PAT ₹364Cr (+9%); margins compressed, net cash ₹247Cr.
LT Foods Results Update
LT Foods reported H1 FY27 consolidated revenue up 22% to ₹6,414 Crore and EBITDA up 17% to ₹721 Crore. PAT grew 9% to ₹364 Crore.
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LT Foods Ltd reported revenue from operations of ₹3,234 Cr (+16.9% YoY) and net profit of ₹180.2 Cr (+9.9% YoY) for Q2 FY27.
- Key figure
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LT Foods Business Update
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LT Foods Board Meeting Date
LT Foods Limited has scheduled a board meeting on October 27, 2026. The board will consider and approve unaudited financial results for the quarter ended September 30, 2026.