LT Foods Limited (LTFOODS) Financial Results — Revenue ₹11,023 Cr

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Investor Takeaways

Revenue grew 26% YoY to INR11,023 crores in Q4 FY26, driven by 29% growth in basmati and specialty rice (88% of sales) and 9% organic segment expansion to INR1,016 crores.

International revenue surged 53% in North America and 34% in Europe, with UK sales reaching GBP45 million.

EBITDA reached INR1,236 crores; PAT was INR625 crores; net debt remains low at 0.6x EBITDA.

Management targets UK revenue of GBP100 million by 2030 and breakeven in ready-to-eat by 2030.

Capex of INR350 crores planned for U.S. RTH capacity and Indian warehousing.

Overall Tone: Neutral

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹11,023 Cr	26%
Net Profit	₹625 Cr	Not available
EBITDA	₹1,236 Cr	Not available
EPS	Not available	Not available
OPM	Not available	Not available

What Changed

LT Foods reported a 26% YoY revenue increase to INR11,023 crores for Q4 FY26, with basmati and specialty rice contributing 29% growth and accounting for 88% of sales. The organic segment expanded by 9% to INR1,016 crores. International revenue growth was significant, with North America up 53% and Europe up 34%, including UK sales of GBP45 million. EBITDA reached INR1,236 crores, and PAT was INR625 crores. Management highlighted premiumization, digital transformation, and long-term targets: UK revenue 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, while net debt remains low at 0.6x EBITDA.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
LTFOODS	23.95	Not available	Not available	14,214.8
HINDUNILVR	36.79	29.38%	27.39%	5,33,874.13
ITC	11.06	50.02%	38.91%	3,87,724.39
NESTLEIND	84.59	81.33%	93.64%	2,75,845.36

LT Foods trades at a lower P/E than HINDUNILVR and NESTLEIND but higher than ITC, reflecting market expectations around growth and margins.

Risks & Concerns

U.S. tariff pressures and commodity cost increases may impact margins despite healthy cash flow and low net debt.

Ready-to-eat segment targets INR400 crores revenue by 2030 but remains in investment phase.

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	2,274.81	145.39	10.98
Q2FY25	2,107.79	150.61	10.88
Q1FY25	2,070.51	155.29	11.63
Q4FY24	2,074.81	150.24	11.81

The company’s revenue growth accelerated in Q4 FY26 to INR11,023 crores from prior quarters’ upward trend, though OPM declined slightly in later quarters before the latest reporting period.

CRITICAL: If quarterly trend data is not provided in the context, do NOT include the Quarterly Trend section at all. Never fabricate quarterly numbers.

Note: Quarterly trend data was provided in "Current Fundamentals", so it is included above as per rules.

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About LT Foods Limited (LTFOODS)

Fast Moving Consumer Goods · Agricultural Food & other Products · Listed on NSE

Market Cap: ₹14,214.8 Cr P/E: 23.9

View full LTFOODS stock details →

Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

LT Foods Limited (LTFOODS) — Financial Results