LT Foods Limited — PPTs, 27-01-2025: Investor Presentation

**Financial Highlights:** For the nine months ended December 31, 2024, LT Foods reported revenue of ₹5,730 crore, up from ₹5,146 crore in the previous year, primarily driven by growth across segments, especially in Basmati and specialty rice. Gross profit rose to ₹1,855 crore, with an improvement in EBITDA to ₹726 crore, reflecting a margin increase due to reduced input costs. The PAT remained stable at ₹558 crore, showcasing resilience in earnings despite challenges from increased freight costs.

**Strategic Initiatives and Growth Drivers:** LT Foods is focused on expanding its product portfolio, emphasizing health-conscious and organic offerings. The company has enhanced its distribution network, expanding into new geographies and launching new products like Jasmine Thai Rice to cater to evolving consumer preferences.

**Business Developments:** The firm has completed the acquisition of additional stake in NBFL, making it a wholly owned subsidiary, which is expected to enhance its market position in organic foods.

**Market Position and Competitive Advantage:** LT Foods maintains a leadership position in the Basmati rice market with a share of approximately 30%, capitalizing on strong demand in regions like the U.S. and Europe. The brand 'Royal' holds a 55% market share in the U.S., reinforcing its competitive advantage.

**Investor Implications:** Given the positive growth trajectory and strategic investments, LT Foods offers a favorable outlook for investors, particularly in light of its plans to drive revenue growth through new product introductions and market expansion.