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L T Foods Ltd

Q2 FY26Agricultural Food & other Products

L T Foods Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹418
Market cap₹14.5K Cr
P/E22.7
Updated16 Oct 2026
Read4 min read

L T Foods Ltd Q2 FY26 key numbers

Revenue
Expansion in B2C Europe via new facility in Rotterdam, aiming for incremental revenue of Rs. 400 crores over five years starting FY 2026-27.

As stated in L T Foods Ltd's Q2 FY26 earnings call transcript · published 18 Jul 2026. Reported figures, not investment advice.

The short version

LT Foods targets continued growth driven by enhanced brand investment and focused marketing initiatives, with a normalized year-on-year revenue growth of 11.4% for the first half of FY'26 excluding Golden Star and U.S. LT Foods expects continued growth driven by strategic brand investments and expanding market reach. - The company aims for EBITDA break-even and positive EBITDA around Rs.

From L T Foods Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • LT Foods targets continued growth driven by enhanced brand investment and focused marketing initiatives, with a normalized year-on-year revenue growth of 11.4% for the first half of FY'26 excluding Golden Star and U.S. tariff impacts.
  • Organic segment expected to grow robustly at 26% YOY due to rising global demand.
  • Expansion in B2C Europe via new facility in Rotterdam, aiming for incremental revenue of Rs. 400 crores over five years starting FY 2026-27.
  • North America remains a key growth driver with a 47% YOY revenue increase (16% normalized growth excluding Golden Star and tariffs).
  • The acquisition of Hungary-based Global Green Kft opens entry into a £15 billion European processed foods market, expected to contribute £40 million in revenue after FDI approval.

2 more points from L T Foods Ltd's call on revenue

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Profitability & Margins

See what L T Foods Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Nature Bio Foods Ltd has inaugurated a new facility in Rotterdam with an initial capex of approx. Rs. 20 crores, with an additional Rs. 15 crores planned over the next three years to expand organic ingredient sourcing and supply in Europe.
  • Expected revenue acceleration from this strategic investment starting FY 2026-27, targeting incremental revenue of Rs. 400 crores over five years.
  • Investment of £25 million (enterprise value) for acquiring Hungary-based Global Green Kft, marking expansion into the European processed canned food market; transaction completion pending FDI approval.
  • This acquisition will establish a third manufacturing hub in Hungary, enhancing operational capabilities in Central and Southern Europe.

2 more points from L T Foods Ltd's call on capex

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Top-ranked in Agricultural Food & other Products

Ranked on what management guided this quarter

Guidance-ranked
1Regaal Resources
Rev 1Mar 2
2TBI Corn
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what L T Foods Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

There is no direct reference to order book status, backlog, or pending orders in the Q2 FY'26 earnings call transcript. Key points related to operations and growth: - LT Foods achieved record revenue and growth across markets. - Capacity expansion efforts (new plant operational from Q4 FY'26) expected to drive future growth. - Acquisition of Hungary-based Global Green Kft pending FDI approval to add revenues and strengthen market position.

2 more points from L T Foods Ltd's call on order book

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L T Foods Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹3.2K Cr, net profit ₹180 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What L T Foods Ltd's management said in earlier quarters

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  • GRM Overseas Ltd (Q2 FY26)

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  • Uttam Sugar Mills Ltd (Q2 FY26)

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  • Regaal Resources Ltd (Q2 FY26)

    For Q2 FY26, Operating Income (revenue) was ₹3,200.2 million, up 56.5% year-on-year. Key investor presentation takeaways from Regaal Resources Ltd's Q2 FY26 inv

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Frequently Asked Questions

What were L T Foods Ltd Q2 FY26 results?

LT Foods targets continued growth driven by enhanced brand investment and focused marketing initiatives, with a normalized year-on-year revenue growth of 11.4% for the first half of FY'26 excluding Golden Star and U.S. LT Foods expects continued growth driven by strategic brand investments and expanding market reach. - The company aims for EBITDA break-even and positive EBITDA around Rs.

What is L T Foods Ltd share price analysis?

L T Foods Ltd currently shows a neutral. The stock trades at a P/E of 22.7 with a market cap of ₹14,505 Cr. Investors should review the full earnings analysis for detailed insights.

Is L T Foods Ltd planning capital expenditure?

Nature Bio Foods Ltd has inaugurated a new facility in Rotterdam with an initial capex of approx.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.