LT Foods Limited has informed the Exchange about Investor Presentation
LTFOODS · price
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Awaiting price reaction for this filing.
LT Foods filed its Q2 & H1 FY2026 investor presentation showing strong growth. H1 FY26 revenue rose to ₹5,273 crores (up ~25% YoY, normalized 15% excluding Golden Star and US tariff impact), with EBITDA at ₹619 crores and PAT at ₹332 crores. Q2 FY26 revenue stood at ₹2,772 crores with PAT of ₹164 crores. The company shared updates on the Global Green acquisition (~€25 million EV, debt-funded) which adds a third manufacturing hub in Hungary and a €40 million revenue base in the European canned food market. Management also updated on the US CVD case (final determination expected by November 17, 2025) and reported stable basmati crop production at ~18.04 million tonnes. Key financial health metrics improved, with working capital days falling from 195 to 174 and Net Debt/EBITDA halving from 0.79x to 0.46x.
Positive for shareholders — strong revenue and profit growth, improving balance sheet, and a clear multi-year margin expansion roadmap. The Global Green acquisition and targeted 14%+ EBITDA margin within 4 years could support continued re-rating, though the pending CVD ruling on Ecopure remains a near-term watchpoint.