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View Risks →LT Foods Limited — Q4 FY26
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.
bullish
high
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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.
एलटी फूड्स का Q4 FY26 मजबूत रहा। कमाई ₹2,938 करोड़ और EBITDA ₹300 करोड़ रही, लेकिन अमेरिकी टैरिफ और ब्रांड निवेश से मुनाफा कम हुआ। बासमती और खास चावल की बिक्री पूरे साल में 29% बढ़कर ₹9,742 करोड़ हो गई। उत्तरी अमेरिका में 53% और यूरोप में 34% बिक्री बढ़ी। भारत में बिक्री मूल्य में 10% और मात्रा में 12% बढ़ी, जबकि क्विक-कॉमर्स 45% से अधिक बढ़ा। RTH/RTC सेगमेंट पांच साल में 2.5 गुना बढ़कर ₹187 करोड़ हुआ, लेकिन क्षमता की कमी है; नई क्षमता Q2 FY27 से मिलेगी। प्रबंधन ने 10-12% सालाना कमाई वृद्धि और EBITDA मार्जिन 12% तक सुधार का अनुमान दिया है। मुख्य जोखिम: अमेरिकी टैरिफ और मिडिल ईस्ट में माल ढुलाई में रुकावट से मुनाफा दब सकता है।
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India market share
23.7%
+0.8pp YoY
Market share in India as per Nielsen report, reflecting steady gains.
US volume growth (ex-Golden Star)
8%
+8% YoY
Volume growth in US excluding Golden Star acquisition, indicating organic traction.
India household reach
64.4 lakh
+8% expansion
Household reach expanded 8% over 15 months, now at 64.4 lakh.
RTH/RTC revenue target (2030)
₹1,200 crore
6.4x current
Management targets ₹1,200 crore revenue from RTH/RTC by 2030, up from ₹187 crore.
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Management expects organic revenue growth of 10-12% on a long-term basis, supported by global demand and new product launches.
US import tariffs have impacted margins; while tariffs have normalized from 50% to 10%, further changes could affect profitability.
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