ALFA Finder| Management target | Revenue FY30 |
|---|
| Revenue growth | 26.4% YoY growth; consolidated revenue reached 3,161 Crores. |
|---|---|
| Margins | EBITDA margin moderated to 11.5% due to organic segment restructuring. |
| Demand visibility | Strong domestic and international demand; US Basmati share exceeds 60%. |
| Management confidence | Confident, highlighting resilient business model despite geopolitical and supply chain headwinds. |
Growth
Revenue hit 3,161 Cr with volume up 11%. Growth is quality-led by brands like Daawat and Royal.
Outlook
FY30 ambition is to double revenue. Management expects organic segment EBITDA to recover to 7-8% by year-end.
Risks
El Nino impact on crop yields, high freight costs, and organic segment restructuring remain key margin drags.
Last quarter's promises, checked
Delivered
- Guided 10-12% growth → delivered 26.4% (= BEAT)
- Guided 12% EBITDA margin → delivered 11.5% (= PARTIAL)
- Guided US RTH operational Q2 FY27 → confirmed on track (= BEAT)
Partly delivered
- Guided India distribution 172k → household reach up but distribution flattish (= PARTIAL)
Missed
- Guided organic segment recovery → restructuring still a margin drag (= MISS)
Earnings Call Transcript filed with NSE, 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
- Guides 14% growth
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.
LT Foods Q2 FY27 Results: Net Profit ₹180.2 Cr, Up 9.9% YoY
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
- Net profit ₹180.2 Cr · +9.9% YoY
LT Foods Business Update
LT Foods launched a DAAWAT Rozana campaign with Chef Ranveer Brar promoting everyday rice consistency. The campaign reinforces brand positioning across all retail channels.
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.