Business Update Positive

2026-11-04 09:54

Management Guidance & Outlook - Targeting consolidated EBITDA margin improvement from current 11% to 13.0%-13.5% as newer markets scale, with mature markets (India, US) already delivering 15%+ margins. - H2 FY27 top-line and profitability growth momentum expected to remain in line with H1 FY27. - Organic business expected to deliver 10%-11% EBITDA margin within the next 2 years. - Ad spend guided to normalize to ~2.3% of revenue for the full year. Growth Drivers & Capex - Commissioning of enhanced Ready-to-Heat (RTH) facility in the US to expand convenience foods. - Consolidation of manufacturing at a new Madhya Pradesh facility for Nature Bio Foods, with Phase 1 operational in FY27. - Domestic basmati market share increased by 140 bps YTD, expanding reach to 67.5 lakh households. Current Scenario & Trends - Quarterly margins impacted by higher shipping/freight costs (+40 bps) and strategic ad spends. - Paddy procurement prices for the new crop are higher by 22%-25%, which are being passed on without noticeable demand friction. - Balance sheet is net cash positive at ₹247 Cr, with working capital days improving to 143 days from 174 days YoY.

Business Update Neutral

2026-10-29 17:37

Concall Schedule Concall Date: November 3, 2026 Concall Time: From 3:00 P:M (IST)

Business Update Neutral

2026-10-29 08:39

- Audio recording link submitted for the Investors/Analysts call held on October 28, 2026. - Discussed Unaudited Financial Results for the quarter and half-year ended September 30, 2026. - Transcript will be filed within prescribed timelines.

Financials Positive

2026-10-27 22:32

Q2 FY27 Consolidated Revenue ₹3,253Cr vs ₹2,772Cr (▲17% YoY) EBITDA ₹358Cr vs ₹316Cr (▲13% YoY) PAT ₹180Cr vs ₹164Cr (▲10% YoY) EBITDA Margin 11.0% vs 11.4% (▼40bps) - Strong double-digit growth driven by international and domestic segments, with international markets contributing 71% of H1 revenue. - Net-cash balance sheet at ₹247 Cr with improved working capital days down to 143 days.

Business Update Positive

2026-10-27 18:08

- Q2 FY27 Consolidated Revenue rose 17% YoY to ₹3,253 Cr - EBITDA grew 13% YoY to ₹358 Cr with 11.0% margin - PAT increased 10% YoY to ₹180 Cr - H1 FY27 Revenue up 22% YoY to ₹6,414 Cr; PAT up 9% to ₹364 Cr - Subsidiary acquired 70.75% stake in Leev.nu B.V. for €1.735M

Financials Neutral

2026-10-27 16:03

Q2 FY27 Consolidated Revenue ₹3,234Cr vs ₹2,766Cr (▲17% YoY) EBITDA ₹340Cr vs ₹310Cr (▲10% YoY) PAT ₹180Cr vs ₹164Cr (▲10% YoY) EBITDA Margin 10.5% vs 11.2% (▼70bps)

Financials Neutral

2026-10-27 15:51

Q2 FY27 Consolidated Revenue ₹3,234 Cr vs ₹2,766 Cr (▲17% YoY) EBITDA ₹340 Cr vs ₹310 Cr (▲10% YoY) PAT ₹180 Cr vs ₹164 Cr (▲10% YoY) EBITDA Margin 10.5% vs 11.2% (▼70bps)

Business Update Positive

2026-10-26 14:37

LT Foods Limited has launched a new marketing campaign for its brand 'Rozana' featuring celebrity chef Ranveer Brar. The campaign, titled 'Har Din Baney Perfect', focuses on delivering consistent quality in everyday basmati rice cooking. The campaign is developed by BBDO India and targets everyday meal consistency across all consumer platforms including E-Commerce, Q-Commerce, Modern Trade, and General Trade.

Business Update Neutral

2026-10-22 10:41

Concall Schedule Concall Date: October 28, 2026 Concall Time: 04:00 PM IST

Routine Neutral

2026-10-15 17:36

- LT Foods Limited informed that the Registrar of Companies has approved the name change of its wholly owned subsidiary. - The subsidiary 'KAMEDA LT FOODS (INDIA) PRIVATE LIMITED' has been renamed to 'KLT FOODS (INDIA) PRIVATE LIMITED'. - The name change is effective from October 14, 2026.

Business Update Positive

2026-10-15 12:22

- LT Foods Limited has been assigned an ESG Rating of 'Crisil ESG 61' for FY 2025-26 by Crisil ESG Ratings & Analytics Limited. - The rating reflects strong performance on Environmental, Social, and Governance parameters.

Business Update Positive

2026-09-30 14:28

- Nature Bio Foods B.V. (subsidiary of LT Foods Limited) signed a Share Purchase Agreement to acquire an additional 40.75% stake in Leev.nu B.V., Netherlands. - Shareholding will increase from 30.00% to 70.75%, making it a subsidiary with a controlling stake. - Target Entity (Leev.nu B.V.) operates in healthy plant-based snacking food products with a turnover of EUR 6 million. - Acquisition cost is based on an equity value of EUR 1.735 million via cash consideration. - Completion of the acquisition is expected by October 2026.

Routine Neutral

2026-09-28 16:08

- Trading window for dealing in securities of the Company will be closed from October 01, 2026. - It will remain closed until 48 hours after the declaration of Un-audited Financial Results for the quarter and half-year ended September 30, 2026.

Business Update Neutral

2026-09-23 21:06

- Concall Schedule - Concall Date: September 28, 2026 - Concall Time: 10:00 A.M. (IST)

Business Update Positive

2026-09-16 15:45

- LT Foods Limited will acquire the remaining 49% equity stake in Kameda LT Foods (India) Private Limited for ₹1.12 crore. This acquisition will increase LT Foods' shareholding in KLT from 51% to 100%, making it a wholly-owned subsidiary. KLT is engaged in the manufacture and sale of rice-based snack products in India. The acquisition is expected to be completed by December 31, 2026.

Business Update Neutral

2026-09-11 11:40

- Concall Schedule - Concall Date: September 16, 2026 - Concall Time: 3:30 P:M (IST)

Business Update Neutral

2026-09-08 21:32

- Concall Schedule - Concall Date: September 11, 2026 - Concall Time: 11:30 A.M. (IST)

Business Update Neutral

2026-09-07 23:50

- LT Foods Limited submitted its Business Responsibility and Sustainability Report (BRSR) for the Financial Year 2025-26, as required by Regulation 34 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. - An Independent Assurance statement from BDO India Services Private Limited on BRSR disclosures is also enclosed.

Business Update Neutral

2026-09-06 20:25

- Investor Meeting Schedule - Meeting Type: In-person Non-Deal Roadshow in Mumbai - Meeting Date: September 09, 2026 and September 10, 2026 - Meeting Time: From 10:00 A.M. (IST)

Routine Neutral

2026-08-27 17:45

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Routine Neutral

2026-08-27 17:19

New Filing detected. See link for details.

Business Update Neutral

2026-08-16 21:41

- Investor Meeting Schedule - Meeting Date: August 19, 2026 - Meeting Time: 11:30 AM (IST) - Investors/Analysts: Arihant Capital - Meeting Type: Virtual

Business Update Neutral

2026-08-07 15:56

- Concall Schedule - Concall Date: August 13, 2026 - Concall Time: 11:00 A.M. (IST)

Business Update Neutral

2026-08-07 10:14

- LT Foods Limited's step-down wholly owned subsidiary, LT Foods Hungary Holdings Korlátolt Felelősségű Társaság (Kft.), has been dissolved. - The dissolution was pursuant to a voluntary liquidation process. - The deletion from the Hungarian Company Register is effective from August 5, 2026.

Business Update Neutral

2026-08-06 17:38

- Concall Schedule - Concall Date: August 11, 2026 - Concall Time: 06:30 P.M. (IST)

Business Update Positive

2026-08-05 15:04

- LT Foods reported strong Q1 FY27 results with consolidated revenue growing 26% YoY, EBITDA 20% YoY, and PAT 9% YoY, aligning with annual estimates. - EBITDA margins moderated slightly due to organic segment restructuring and geopolitical/freight impacts but are expected to improve. - Management guides for Basmati segment growth of 10-12%, Ready-to-Heat (RTH) at 15-20%, and Organic at 10-12%. - Organic business EBITDA margins are targeted to improve to 7-8% by year-end and achieve double-digit margins in the medium term. - RTH business revenue is aimed to double in 3 years, with breakeven targeted at INR 400 crores revenue. - The company demonstrated improved working capital with inventory days reduced from 221 to 187, and net debt-to-EBITDA at 0.48x.

Business Update Positive

2026-08-04 11:22

- LT Foods Ltd. (LTFOODS) onboarded Celebrity Chef Ranveer Brar as brand ambassador on August 04, 2026. - The company launched a new DAAWAT® Delight campaign featuring Chef Brar to promote DAAWAT® Delight Basmati's superior flavor absorption.

Business Update Neutral

2026-08-01 13:23

- Audio recording of the Investors/Analysts call held on July 31, 2026, for Q1 FY27 results, has been submitted. - The audio recording link is available. - The transcript will be disseminated and hosted on the company website.

Financials Positive

2026-07-30 18:01

- Consolidated Revenue ₹3,161Cr vs ₹2,501Cr (▲26% YoY) - EBITDA ₹363Cr vs ₹302Cr (▲20% YoY) - PAT ₹183Cr vs ₹169Cr (▲9% YoY) - EBITDA Margin 11.5% vs 12.1% (▼60bps)

Governance Positive

2026-07-30 13:19

- Board recommended a final dividend of ₹1/- per equity share for FY 2025-26. - Annual General Meeting (AGM) is scheduled for September 29, 2026. - Record Date for dividend entitlement is September 18, 2025. - Dividend payment within 30 days of AGM approval.

Financials Positive

2026-07-30 13:02

- Consolidated Revenue ₹3,151.83Cr vs ₹2,463.92Cr (▲27.9% YoY) - EBITDA ₹353.87Cr vs ₹265.42Cr (▲33.3% YoY) - PAT ₹183.45Cr vs ₹168.50Cr (▲8.9% YoY) - EBITDA Margin 11.23% vs 10.77% (▲46bps)

Business Update Neutral

2026-07-23 17:01

- Concall Schedule - Concall Date: July 31, 2026 - Concall Time: 04:00 P.M. (IST)

LTFOODS

LT Foods Limited

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