LT Foods Limited has informed the Exchange about Transcript

LT Foods reported its highest-ever quarterly revenue of INR 2,501 crore (up 20% YoY) and EBITDA of INR 302 crore (up 17% YoY) for Q1 FY26. EBITDA margin dipped 30 bps to 12.1% from 12.4%, mainly due to a 120 bps increase in brand spend as a percentage of revenue. Basmati & Specialty Rice grew 18%, the organic business grew 32% (led by soya meal), and the snacking segment (Kari Kari) grew 40%. Geographically, North America grew 32% (normalized 18%), Continental Europe grew 57% helped by full operations of the UK plant and 4 new UK retailer partnerships, India grew 10% with 13% volume growth, and the Middle East declined due to discontinuation of some private label business. Management reiterated guidance of 12.5-13% EBITDA margin, 10-12% growth in the US, ROCE of 21%+ rising to 23%+, and a PAT CAGR of 21% versus 16% for EBITDA over the medium term. The remaining 45% of Golden Star was acquired in May 2025, and a new 15,000 MT organic facility was launched in Rotterdam. The CVD case is active with a DoC decision expected by October-end; the INR 190 crore Supreme Court credit has already been received against a bank guarantee. Going forward, earnings calls will shift to a semi-annual cycle starting Q2 FY26.