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Revenue
₹2,907 Cr
verified against source
Revenue YoY
—
reported change
EBITDA
₹300 Cr
latest reported figure
Source
nse announcements
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
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.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects organic revenue growth of 10-12% on a long-term basis, supported by global demand and new product launches.
- Management aims to improve EBITDA margins to around 12% as brand investments normalize and scale benefits materialize.
- Capex for FY27 expected to be in the same range as FY26 (~₹330 crore), focused on capacity expansion in India, US, and Europe.
- Enhanced RTH capacities expected to become operational from Q2 FY27, addressing current capacity constraints.
Risks flagged
- US import tariffs have impacted margins; while tariffs have normalized from 50% to 10%, further changes could affect profitability.
- Freight costs to the Middle East have surged 10-15x due to geopolitical tensions, impacting a small but growing market.
- Organic foods segment is under stress due to currency fluctuations and commodity price pressure, with EBITDA margins impacted.
- An analyst questioned inventory aging beyond 12 months; management did not provide a specific breakdown, indicating potential risk.
Key quotes
- Our core business continues to perform strongly with basmati and specialty rice contributed 88% of the revenue delivered a 29% revenue growth in financial year 26.
- We are confident that we will be in the range of 12% (EBITDA margin).
- In the next 2 years we will be 30 million which is 300 crore (RTH revenue).
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