LT Foods Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LT Foods has announced a board meeting to consider the financial results for the quarter and half-year.

Q4FY25 consolidated revenue rose 8% YoY to Rs. 2,260 Cr, driven by basmati, specialty rice, organic foods, and ingredients. Gross margin expanded 370 bps to 36.6%, EBITDA grew 11% to Rs. 290 Cr (12.8% margin), and PAT increased 7% to Rs. 161 Cr (EPS 4.62). FY25 revenue rose 12% to Rs. 8,770 Cr with 34.5% gross margin, EBITDA Rs. 1,067 Cr (12.2% margin), and PAT Rs. 612 Cr (EPS 17.43).

Management expects ~7% volume growth and revenue to cross Rs. 10,000 Cr in FY26 with EBITDA margin near 13%. India basmati volumes rose 15% YoY despite 6.5% realization decline. The US market remains strong with 55%+ share for Royal brand. Acquisition of Global Green aims to expand European presence. CAPEX of Rs. 340 Cr planned mainly for US warehousing and ready-to-eat facilities. Debt-free status targeted in India and US. Confident outlook on steady growth, margin recovery, and portfolio expansion.