Sells branded basmati and specialty rice (88% of FY26 revenue), organic foods, and ready-to-eat/ready-to-cook (RTE/RTC) rice-based meals across India and overseas markets through brands including DAAWAT, Royal, and Golden Star. The core Basmati segment earns by selling milled, packaged rice to retail consumers in India (where it held 23.1% market share) and abroad, with North America at 49% YoY growth in Q1 FY27 and the Royal brand holding 60%+ share of US Basmati imports. The Organic Foods & Ingredients segment — which crossed Rs 1,016 cr in FY26 but is being remodeled from wholesale to a consumer packaged goods model — generated Rs 254 cr at a 4% EBITDA margin in Q1 FY27. The smaller RTE/RTC business (Rs 53 cr in Q1 FY27, up 13% YoY) sells biryani kits and ready meals, with a new US facility becoming operational and a UK target of GBP 100 million by 2030. The company is present in 85+ countries, with international markets accounting for 71% of Q1 FY27 revenue. Raw paddy is the biggest input cost at 63.5% of revenue, with inventory of 3.46 lakh tons at Rs 56/kg and 1.64 lakh tons at Rs 38/kg. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Basmati & specialty rice (88%), Organic Foods & Ingredients, Ready-to-eat / Ready-to-cook. Branded, asset-heavy agri-food FMCG with global distribution and a working-capital-intensive paddy procurement cycle
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 5,427 | 6,936 | 7,772 | 8,681 | 10,946 |
| EBITDA (ex other income) | 597 | 701 | 938 | 978 | 1,159 |
| margin % | 11.0 | 10.1 | 12.1 | 11.3 | 10.6 |
| Owners' profit | 292 | 423 | 593 | 605 | 0 |
| EPS, as reported (₹) | 9.13 | 12.50 | 17.09 | 17.43 | 18.01 |
| ROE % · ROCE % | 14.4 · 19.3 | 15.1 · 18.6 | 17.4 · 21.2 | 15.9 · 19.7 | 13.8 · 18.4 |
| Debt / equity (x) | 0.49 | 0.34 | 0.15 | 0.19 | 0.22 |
| Cash from operations | 517 | 258 | 757 | 434 | 1,411 |
| Capex | (158) | (154) | (203) | (239) | (360) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,108 | 2,275 | 2,228 | 2,464 | 2,766 | 2,809 | 2,907 | 3,152 |
| Profit before tax | 191 | 194 | 211 | 222 | 228 | 219 | 191 | 249 |
| Net profit | 151 | 145 | 161 | 169 | 164 | 157 | 136 | 183 |
| EPS (₹) | 4.27 | 4.13 | 4.62 | 4.85 | 4.72 | 4.53 | 3.91 | 5.28 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| LT FOODS LIMITED ◆ | 15,244 | 23.8 | 3.37 | 12.9 | 13.8 | 16.0 | 18.7 | 11.5 |
| KRBL LIMITED | 9,630 | 12.7 | 1.66 | 10.0 | 11.2 | 14.7 | 8.8 | 24.9 |
| GUJARAT AMBUJA EXPORTS LT | 7,486 | 18.0 | 2.27 | 13.9 | 9.2 | 11.7 | 4.0 | 17.0 |
| KAVERI SEED CO. LTD. | 3,703 | 15.0 | 2.11 | 10.0 | 16.9 | 17.0 | 6.1 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · LT Foods to meet NUVAMA PCG analysts on Sept 16 | board shareholder meetings | low | — | — |
| 8 Sept 2026 · LT Foods to meet RBC Global investors on September 11 | board shareholder meetings | low | — | — |
| 8 Sept 2026 · LT Foods 36th AGM Notice and E-voting Information Published | compliance | minimal | — | — |
| 7 Sept 2026 · LT Foods files BRSR report for FY 2025-26 with BDO assurance | compliance | minimal | — | — |
| 7 Sept 2026 · 36th AGM on Sep 29, 2026; Final dividend Rs 1 per share proposed | board shareholder meetings | medium | — | — |
| 7 Sept 2026 · LT Foods 36th AGM on Sept 29, 2026; Rs 1 final dividend proposed | board shareholder meetings | medium | — | — |
| 6 Sept 2026 · LT Foods to meet analysts and investors in Mumbai on Sept 9-10 | board shareholder meetings | low | — | — |
| 2 Sept 2026 · Newspaper advertisement about 36th Annual General Meeting | compliance | minimal | — | — |
| 27 Aug 2026 · LT Foods to attend Ashwamedh-Elara India Dialogue 2026 | board shareholder meetings | low | — | — |
| 27 Aug 2026 · LT Foods fixes Sep 18, 2026 as record date for FY26 final dividend of Rs 1 per share | corporate actions | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 40.1 |
| TRUALT BIOENERGY LIMITED | 3,550 | 25.3 | 2.25 | 13.6 | 6.1 | 4.8 | — | 23.5 |
| SANSTAR LIMITED | 2,207 | 65.6 | — | — | — | — | — | 8.8 |
| AMIR CHAND JAG KUM (E) L | 2,131 | 20.4 | 2.31 | 12.6 | 11.2 | 14.8 | — | 9.5 |
| GRM OVERSEAS LIMITED | 1,747 | 13.3 | 2.88 | 16.4 | 12.3 | 16.5 | 17.2 | 8.4 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 23.8 | 12.0 | 50 of 65 | 23% |
| P/B | 3.4 | 1.7 | 42 of 51 | 18% |
| ROCE | 16.0 | 4.4 | 17 of 68 | 76% |
| ROE | 13.8 | 3.3 | 12 of 54 | 79% |
| Debt / Equity | 0.2 | 0.2 | 27 of 54 | 51% |
| EBITDA margin | 11.5 | 9.7 | 20 of 45 | 57% |
| Revenue growth | 27.9 | 10.3 | 13 of 51 | 76% |
| Profit growth | 8.9 | 16.6 | 29 of 51 | 44% |
| Market cap | 15244 | 69 | 1 of 69 | 100% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
