LT Foods Limited has informed the Exchange about Transcript
LTFOODS · price
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LT Foods reported its highest-ever quarterly revenue of Rs. 2,772 crores in Q2 FY26, up 30% year-on-year (12% normalized excluding Golden Star and U.S. tariff), with EBITDA of Rs. 316 crores, up 24%. H1 FY26 revenue stood at Rs. 5,273 crores (25% YoY, 15% normalized) and EBITDA at Rs. 619 crores (20% YoY). EBITDA margin declined 60 basis points to 11.4% due to higher brand and digital investments, and PAT margin slipped to 6.3% from 7.2%. North America remains the largest market at 46% of revenue, growing 47% YoY, while Europe grew 31% and India 13%. The company announced the acquisition of Hungary-based Global Green Kft for €25 million, entering the £15 billion European processed can food market with an expected €40 million revenue contribution.
Strong topline growth is positive for shareholders, but margin pressure from elevated brand spending, U.S. tariff passthrough still in negotiation, and the delay in organic and RTC segment break-even (now deferred by 6-9 months) may temper near-term earnings expectations. Management's confidence in margin recovery by Q4 FY26 and the long-term 5-year growth plan provide a constructive outlook.