LT Foods Limited has informed the Exchange about Investor Presentation
LTFOODS · price
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LT Foods has shared its Q1 FY2026 investor presentation with the exchanges. Total revenue grew to ₹2,501 crores from ₹2,088 crores year-on-year, with PAT rising to ₹169 crores from ₹155 crores. The Basmati & Specialty Rice segment (85% of revenue) grew 18% with 20% volume growth, the Organic Foods segment jumped 32% to ₹293 crores, while the smaller RTH & RTC segment declined 16% due to the discontinuation of the 'Daawat Sehat' brand. Gross margin improved from 33.5% to 34.7%, but EBITDA margin slipped slightly from 12.4% to 12.1% on higher brand investment. Management has guided to an EBITDA margin of +14% over the next four years and a £100 million revenue target in Europe over five years, while also highlighting the completed 100% acquisition of Golden Star (USA), the #1 Jasmine rice brand in America.
Strong topline growth and improving gross margins signal a healthy quarter for shareholders, though the slight dip in EBITDA margin from brand spend is a near-term watchpoint. The multi-year margin and revenue targets, along with completed acquisitions, suggest a positive medium-term growth trajectory for the stock.