LT Foods Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LT Foods Q1 FY26: Revenue hit a record 2,501 Cr (+20% YoY), EBITDA 302 Cr (+17% YoY), though margins dipped slightly to 12.1% due to increased brand investment. Basmati & Specialty Rice grew 18%. Organic business surged 32%, boosted by soya meal and a new Rotterdam facility for EU market expansion. North America's normalized growth was 18% with the Golden Star acquisition. The company eyes 10% double-digit growth in the US and 13% volume growth in India. Strategic focus remains on brand building, high ROCE (targeting 23%+), and expanding the Ready-to-Heat (RTH) segment. Management is confident about profitable growth.