| 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
- ₹408.15
- Market cap
- ₹14,173 Cr
- Revenue (annual)
- ₹10,946 Cr
- Net profit (annual)
- ₹625.4 Cr
- P/E (TTM)
- 22.1×Sector 28.6×
- 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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- Value
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LT Foods Earnings Call Transcript: Key Takeaways
LT Foods delivered robust 26.4% revenue growth in Q1 FY27, driven by international Basmati demand despite shipping disruptions. Net profit grew 9%, though margins faced pressure from restructuring in the organic segment.