| 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
- ₹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.
More from LT Foods Ltd
All →LT Foods Acquisition Worth ₹1.12 Cr
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- Value
- ₹1.12 Cr
LT Foods Annual General Meeting
LT Foods Limited has issued a notice for its Annual General Meeting to be held on September 29, 2026, to consider financial statements and dividend declarations.
LT Foods Investor Presentation: Key Takeaways
LT Foods Q1 FY27 results show 26% YoY revenue growth to ₹3,161 Cr. Strategy focuses on global brand scaling and expanding the 'Ready-to-heat' segment.
LT Foods Q1 FY27 Results: Net Profit ₹183.4 Cr, Up 8.8% YoY
LT Foods Ltd reported revenue from operations of ₹3,152 Cr (+27.9% YoY) and net profit of ₹183.4 Cr (+8.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹183.4 Cr · +8.8% YoY
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.
LT Foods Q4 FY26 Results: Net Profit ₹135.7 Cr, Down 15.5% YoY
LT Foods Ltd reported revenue from operations of ₹2,907 Cr (+30.4% YoY) and net profit of ₹135.7 Cr (-15.5% YoY) for Q4 FY26.
- Key figure
- Net profit ₹135.7 Cr · -15.5% YoY