LT Foods Limited (LTFOODS)

Fast Moving Consumer Goods · Agricultural Food & other Products · NSE · Updated 15 July 2026

₹380.65 ↓ 22.51% (1Y)

🎯 Key Takeaways

LT Foods Limited is in a growth phase driven by international expansion and premiumization of its core basmati and specialty rice portfolio, with strategic investments in ready-to-eat and global markets. Management is executing a long-term internationalization plan, particularly targeting the UK and U.
Revenue grew 7.9% QoQ to ₹2,275 in Q3FY25.
⚠️ U.S. tariff pressures and commodity cost volatility could compress margins despite revenue growth.

Market Cap

₹14,215

P/E Ratio

23.9

Div Yield

0.00%

Promoter

0.0%

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📖 The Story

LT Foods Limited is in a growth phase driven by international expansion and premiumization of its core basmati and specialty rice portfolio, with strategic investments in ready-to-eat and global markets. Management is executing a long-term internationalization plan, particularly targeting the UK and U.S. markets, supported by disciplined capital allocation and low leverage.

📰 What's Happening

In Q4 FY26, LT Foods reported 26% YoY revenue growth to INR11,023 crores, fueled by 29% growth in basmati and specialty rice (88% of sales) and 9% expansion in the organic segment. International revenue surged 53% in North America and 34% in Europe, with UK sales reaching GBP45 million. Management highlighted progress toward a UK revenue target of GBP100 million by 2030 and breakeven in ready-to-eat by 2030. Capex of INR350 crores is allocated to U.S. RTH capacity and Indian warehousing. A corrigendum updated the appointment of Mr. Raj Kumar Jain as Independent Director to a Special Resolution, requiring shareholder re-approval. The company also announced plans to incorporate LT Foods Australia Pty Limited to strengthen its presence in the Asia-Pacific region.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q2FY23	Q3FY23	Q1FY24	Q3FY24	Q4FY24	Q1FY25	Q2FY25	Q3FY25
Revenue	1,725	1,778	1,778	1,942	2,075	2,071	2,108	2,275
Operating Profit	178	179	224	247	262	258	256	263
OPM %	9.9%	9.3%	12.0%	12.3%	11.8%	11.6%	10.9%	11.0%
Net Profit	95	100	137	153	150	155	151	145
EPS	₹2.80	₹2.98	₹3.96	₹4.35	₹4.28	₹4.41	₹4.27	₹4.13

Revenue has grown consistently over the past four quarters, rising from ₹1,778 crores in Q1FY23 to ₹2,275 crores in Q3FY25, with operating margins stabilizing around 11-12%. Profitability remains healthy, with PAT increasing from ₹100 crores in Q3FY23 to ₹145 crores in Q3FY25 and EBITDA reaching INR1,236 crores in Q4 FY26. This growth trajectory aligns with management's focus on premiumization and international markets, though margin expansion has plateaued slightly in recent quarters despite volume growth.

🔮 Management Outlook & What's Next

Management has set clear long-term targets, including UK revenue of GBP100 million by 2030 and breakeven in the ready-to-eat segment by 2030. Capex of INR350 crores is being deployed toward U.S. ready-to-heat (RTH) facility expansion and Indian warehousing infrastructure. No formal financial guidance beyond these strategic milestones was provided, but management emphasized sustained premiumization, digital transformation, and organic segment growth as key drivers of future performance.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — Agricultural Food & other Products

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
TATA CONSUMER PRODUCTS LIMITED	1.22 L Cr	83.2	9.4%	7.3%	0.09
Marico Limited	1.09 L Cr	67.8	—	—	—
Patanjali Foods Limited	50,036	30.3	—	—	—
AWL Agri Business Limited	25,958	21.8	—	—	—
CCL Products (India) Limited	14,906	54.3	—	—	—
LT Foods Limited	14,215	23.9	—	—	—
Balrampur Chini Mills Limited	10,897	26.5	—	—	—
Triveni Engineering & Industries Limited	8,190	38.6	—	—	—
KRBL Limited	7,756	17.8	—	—	—
Gujarat Ambuja Exports Limited	7,467	24.2	—	—	—

🔗 Peer Stock Analyses

TATACONSUM MARICO PATANJALI AWL CCL

⚠️ Risk Factors

1. U.S. tariff pressures and commodity cost volatility could compress margins despite revenue growth. 2. Execution risk in scaling ready-to-eat and international operations, particularly in new markets like Australia and the U.S. 3. Regulatory and operational challenges in setting up new subsidiaries abroad, including compliance and market entry risks.

📋 Recent Filings

🧠 Analyst's Read

LT Foods is transitioning from a domestic-focused FMCG player to an internationally oriented premium food brand, with measurable progress in revenue growth and market expansion. Investors should monitor execution of the UK and U.S. growth targets, margin resilience amid macro pressures, and progress toward ready-to-eat breakeven by 2030.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-07-15.

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