LT Foods Limited — PPTs, 31-07-2026: Investor Presentation

LT Foods reported strong Q1 FY27 performance.

**Business Performance:** Consolidated revenue surged 26% YoY to ₹3,161 Cr, with PAT up 9% to ₹183 Cr. India revenue grew 19%, while international markets, contributing 71% of revenue, saw North America jump 49% and the Middle East & Rest of World climb 44%. The Basmati & Other Specialty Rice segment delivered 34% revenue growth to ₹2,845 Cr. Organic Foods & Ingredients revenue declined 13% due to business remodeling, though underlying demand remains robust. RTH & RTC revenue increased 13%, driven by 42% growth in Biryani Kits.

**Growth Drivers & Strategy:** Key focus areas include solidifying the core business, expanding distribution channels, and diversifying the product portfolio. The company aims for margin expansion through economies of scale and premiumisation, alongside significant digital transformation to enhance efficiency and customer experience.

**Recent Developments:** 'Golden Star' is now the #1 Jasmine rice brand in the US. Daawat has set a 4-year UK revenue target of £100 million. The CVD rate for Ecopure's organic soyabean meal exports to the US was revised down from 340% to 75%, with an appeal filed. New Daawat Idli, Ponni, and Matta Rice 10 KG packs were launched across Europe.

**Key Financial Metrics:** Revenue ₹3,161 Cr (+26% YoY), PAT ₹183 Cr (+9% YoY), ROCE held steady at 21.1%, and Net Debt/EBITDA improved to 0.48x.

**Management Outlook:** Expects normalization in the Organic segment in coming quarters, with an overall strategy focused on building a global FMCG powerhouse.