LT Foods Limited share price

NSE: LTFOODS · ISIN INE818H01020

Key numbers

Market cap
₹ 14,666 Cr
Current price
₹ 422.35
52-week high / low
₹ 491 / 333
Stock P/E
22.9
Book value
₹ 51.3
Dividend yield
0.95%
ROCE
17.6%
ROE
14.9%
Debt to equity
0.36
Sales growth (3 yrs)
16.5%
Profit growth (3 yrs)
15.8%
1-year return
-2.3%

About LT Foods Limited

LT Foods Limited, an FMCG company, operates in the specialty rice and rice-based food business in India. The company operates through Consumer (B2C), Institutional (B2B), and Convenience segments. It provides basmati and other specialty rice; organic food and ingredients; and ready to eat and ready-to-cook products. The company sells its products under the DAAWAT, Royal, Golden Star, Heritage, Elephant, Devaaya, Ecolife, indus valley, Leev, Kari Kari, and other brands in approximately 80 countries, including India, the United States, Europe, the United Kingdom, the Middle East, the Far East, and internationally. LT Foods Limited was incorporated in 1990 and is based in Gurugram, India.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales2,2282,4642,8092,9073,152
Operating profit258265314269354
Net profit161169157136183
EPS (₹)4.624.854.533.915.28

Concall summary (2026-08-05)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • We are continuously investing in the capacity, the cost structure and the right channel mix, and we expect these investments to translate into the profitability over the coming quarters in the medium term.
  • During Q1FY27, the consolidated revenue on a year -on-year basis grew by 26%.

Growth & demand

  • On a normalized basis, it grew by 19%, and the revenue stood at INR3,161 crores, driven by strong demand across our key geographies and sustained momentum in our branded portfolio.
  • EBITDA grew by 21% and the profit after tax on a quarter -on-quarter basis grew by 35%.

Margins & costs

  • However, the EBITDA margins moderated from 11% to 11.5% as compared to 12.1% primarily due to ongoing restructuring within the organic foods segment.
  • Despite the geopolitical uncertainties and trade disruption, this segment EBITDA margin stood at stable 13%, highlighting the strength of our business model and operational execution.

Capex & expansion

  • Rest of the world, wherein we are strengthening our share, though it's a small market in terms of the basmati consumption, but we are enjoying leadership position in most of the countries, and we are further solidifying our position with the continuous brand investments and the distribution expansion.
  • The other segment that we are into, which is organic, the FY26 brought cost pressure as we changed the business model from wholesale to the CPG, and we expanded our European capacity.

Balance sheet & cash

  • From the balance sheet perspective, we remain focused on disciplined capital allocation and efficient working capital management.
  • We delivered meaningful improvement across key operating metrics during the quarter.  On a year-on-year basis, inventory days reduced from 221 days to 187 days.  Receivable days improved from 30 days to 26 days.  Overall working capital reduced from 195 days to 170 days.

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