LT Foods Limited
3,369words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
18%
17%
INR 12,600 crore
19%
35.3%
34.5 %
11.8%
12.2%
13%
36%
36.6%
11.1%
Guidance — 6 items
Business Segments
opening
“45.6 lacs (MAT’23)); Leadership in leading E-Comm / Quick-Comm platforms; *Excluding US Tariff & Golden Star LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 2.”
Business Segments
opening
“FY26 performance was impacted by certain long term investments and one-time factors, including: Capacity expansion and infrastructure build in Europe Initial investments towards scaling the CPG business Legal and related costs pertaining to the CVD matter The business continues to maintain strong underlying demand fundamentals, with no structural decline in organic revenues, and performance is expected to normalize over the coming quarters.”
Business Segments
opening
“traction, driven by Business has grown ~2.5x over FY21–FY26, supported by innovation across meal kits, seasoned rice and ready meal categories.”
Business Segments
opening
“key markets; Demand momentum during FY26 remained strong growth across opportunities could not be fully serviced due to capacity constraints in the Ready-to-Heat platform .”
Business Segments
opening
“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
Business Segments
opening
“LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 Ms.”
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Risks & concerns — 1 flagged
FY26 performance was impacted by certain long term investments and one-time factors, including: Capacity expansion and infrastructure build in Europe Initial investments towards scaling the CPG business Legal and related costs pertaining to the CVD matter The business continues to maintain strong underlying demand fundamentals, with no structural decline in organic revenues, and performance is expected to normalize over the coming quarters.
— Business Segments
Speaking time
1
1
1
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Opening remarks
Business Segments
1. Basmati & Other Specialty Rice 2. Organic Foods & Ingredients 3. Ready-to-heat & Ready-to-cook 1. BASMATI & OTHER SPECIALTY RICE From India to Global Kitchens LT Food’s Known for its most trusted brands in more than 85+ Countries 2nd Largest Basmati brand in India Leading brand in Far East & Africa #1 Basmati brand in North America Regionally strong Basmati brand #1 Jasmine brand in the USA Premium Basmati in the Middle East #1 Basmati brand in Canada Mazza Rice Brand for Middle East Staples Brand in Middle East & India LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 India: A Strong Consumption Story | International: A Scalable Growth Opportunity North America Europe 15% 34% Middle East & Rest of the World 8% -7% 5-years revenue target of £100 million for UK; INR 53 crores of revenue from Saudi Arabia (12M FY26) 48% 53% (8% Normalized Growth*) ‘Royal’ commands a 60% + Basmati rice import share; ‘Golden Star’ now #1 Jasmine rice brand; Segmental (FY26) Revenue Mix % YoY Growth
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