| 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
- ₹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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