LT Foods
Other · 1 quarter tracked · source-linked performance and management context.
Latest revenue
₹2,907 Cr
verified financial record
Quarters tracked
1
source records in the directory
Delivery assessment
Unscored
No scored management commitments are present yet.
Call date
2026-05-15
latest available source date
Signal trajectory
1 actual quarterCurrent read
Unscored
No scored management commitments are present yet.
Latest source read
What changed this quarter?
LT Foods delivered a strong Q4 FY26 with revenue of ₹2,938 crore and EBITDA of ₹300 crore, though margins were impacted by US tariffs and brand investments. The core basmati & specialty rice segment grew 29% (21% normalized) to ₹9,742 crore for the full year, driven by premiumization and market share gains in North America (53% revenue growth) and Europe (34%). India business posted 10% value and 12% volume growth, with quick-commerce surging 45%+. The RTH/RTC segment grew 2.5x over five years to ₹187 crore but faced capacity constraints; new capacity is expected from Q2 FY27. Management guided for 10-12% long-term revenue growth and EBITDA margin improvement toward 12% as brand investments normalize. Key risk: US tariff volatility and Middle East freight disruption could pressure near-term margins.
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Signal
Positive
Revenue
₹2,907 Cr
Source date
2026-05-15
Across the record
Quarter history.
History modules