LT Foods Ltd — earnings calls

LT Foods reported Q1 FY27 consolidated revenue growth of 26% year-on-year to Rs 3,161 crores, with EBITDA up 20% to Rs 363 crores and profit after tax up 9% to Rs 183 crores. Management attributed the growth to strong demand across geographies, with the basmati and specialty rice segment growing 34% while the organic foods segment saw a revenue decline due to a business model transition from wholesale to CPG. Management also discussed the impact of geopolitical disruptions, tariff changes, and freight cost volatility on regional performance, particularly in the Middle East and Europe.

LT Foods reported FY26 revenue including other income of Rs 11,023 crores, up 26% year-on-year, with EBITDA of Rs 1,236 crores and PAT of Rs 625 crores. Management said normalized revenue growth, excluding U.S. tariff impact, was 19% and normalized EBITDA margin was 11.8%. The company highlighted growth across basmati and specialty rice, India, North America and Europe segments, while noting the organic foods segment remained under margin pressure from currency fluctuations and commodity price pressure.