LTFOODSNSEFinancial Year 2025-26May 14, 2026

LT Foods Limited

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Key numbers — 40 extracted
18%
es; Strengthening Supply Chain through Digital intervention & automation 5 years’ Revenue CAGR: 18% 5 years’ PAT CAGR: 17% INR 12,600 crores+ (as on 31stMar’26) LT FOODS INVESTOR PRESENTATION | 12M
17%
y Chain through Digital intervention & automation 5 years’ Revenue CAGR: 18% 5 years’ PAT CAGR: 17% INR 12,600 crores+ (as on 31stMar’26) LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 GROWTH PER
INR 12,600 crore
in through Digital intervention & automation 5 years’ Revenue CAGR: 18% 5 years’ PAT CAGR: 17% INR 12,600 crores+ (as on 31stMar’26) LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 GROWTH PERFORMANCE 12M & Q4
19%
Q4 FY2026 12M FY26 Financial Highlights REVENUE* GROSS PROFIT EBITDA • • • Normalized Growth 19% (excluding US Tariff) Accelerated brand investments; Growth across segments and geographies • Nor
35.3%
ing US Tariff) Accelerated brand investments; Growth across segments and geographies • Normalized 35.3% (Excluding US Tariff & change in Shipment Terms from CIF to C&I) vs 34.5 % YoY • Normalized 11.8%
34.5 %
eographies • Normalized 35.3% (Excluding US Tariff & change in Shipment Terms from CIF to C&I) vs 34.5 % YoY • Normalized 11.8% (Excluding US Tariff) due to increased investment on Brands and Strategic
11.8%
35.3% (Excluding US Tariff & change in Shipment Terms from CIF to C&I) vs 34.5 % YoY • Normalized 11.8% (Excluding US Tariff) due to increased investment on Brands and Strategic Initiatives vs 12.2% YoY
12.2%
ized 11.8% (Excluding US Tariff) due to increased investment on Brands and Strategic Initiatives vs 12.2% YoY EBIT PBT PAT Figures in ₹ crores unless specified LT FOODS INVESTOR PRESENTATION | 12M &
13%
25 FY25FY26 Q4 FY26 Financial Highlights REVENUE* GROSS PROFIT EBITDA • • • Normalized Growth 13% (excluding US Tariff) Accelerated brand investments; Growth across segments and geographies • Nor
36%
ing US Tariff) Accelerated brand investments; Growth across segments and geographies • Normalized 36% (Excluding US Tariff & change in Shipment Terms from CIF to C&I) vs 36.6% YoY • • Normalized 11.
36.6%
geographies • Normalized 36% (Excluding US Tariff & change in Shipment Terms from CIF to C&I) vs 36.6% YoY • • Normalized 11.1% (Excluding US Tariff) vs 12.8% YoY EBITDA reduced due to increased spend
11.1%
36% (Excluding US Tariff & change in Shipment Terms from CIF to C&I) vs 36.6% YoY • • Normalized 11.1% (Excluding US Tariff) vs 12.8% YoY EBITDA reduced due to increased spend on Brand, Strategic Initia
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
Business Segments
1
Registered Office Address
1
Corporate Office Address
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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