LTFOODSNSELT Foods LimitedMediumNeutral
Announced Thu, 15 May · 16:24 IST

LT Foods Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

LTFOODS · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

LT Foods shared its Q4 and FY25 investor presentation highlighting FY25 revenue of ₹8,770 crores (up 12% YoY) and profit after tax of ₹612 crores. EBITDA grew to ₹1,067 crores with margins at 12.2% of revenue, though slightly compressed due to higher freight and advertising spends. The company outlined an EBITDA margin target of +14% over the next 4 years, driven by premiumisation, distribution expansion, and efficiencies. Key growth plans include a 5-year UK revenue target of £100 million, Saudi Arabia revenue target of SAR 435 million, and organic foods revenue of ₹1,000+ crores by FY26. The company also received ₹265 crores from an insurance claim and completed the acquisition of the remaining 17.5% stake in NBFL, making it a fully owned subsidiary.

Likely market impact

Positive for shareholders — the company is delivering steady double-digit revenue and profit growth while setting clear multi-year margin expansion targets. The acquisitions, insurance claim inflow, and stated multi-year revenue targets in UK and Saudi Arabia reinforce a growth-oriented outlook, though margin pressure from higher brand and freight spending remains a near-term watchpoint.