LT Foods Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

LT Foods delivered solid Q3 revenue of INR 2,812 Cr (+23% YoY) and 9M revenue of INR 8,085 Cr (+24% YoY). 9M EBITDA hit INR 936 Cr (+20%), though margins dipped slightly to 11.6% due to brand investments. Most US tariffs (50% on import value) are passed to consumers, with Q4 sales key to gauge impact. Basmati paddy costs climbed 7-8% YoY. Hungary acquisition was rejected. Management remains confident, seeing strong fundamentals and aims for double-digit revenue growth and enhanced ROCE, despite temporary geopolitical challenges. Europe is a strong performer, with Ready-to-Heat expanding.