L T Foods Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 24 May 2026 | Agricultural Food & other Products | Market Cap: ₹14.5K Cr
LT Foods expects continued double-digit growth supported by global demand and new product launches. - Organic growth target is maintained at 10% to 12% on a long-term basis. - U.S. LT Foods expects continued double-digit growth supported by global demand and new product launches.
From L T Foods Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹428
Market Cap
₹14.5K Cr
P/E Ratio
22.6
How does L T Foods Ltd rank in Agricultural Food & other Products?
Compare L T Foods Ltd against every Agricultural Food & other Products company this quarter on revenue, margins and earnings-call signals.
L T Foods Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.9K Cr, net profit ₹136 Cr.
Full financials →📊 Revenue & Sales Performance
- →LT Foods expects continued double-digit growth supported by global demand and new product launches.
- →Organic growth target is maintained at 10% to 12% on a long-term basis.
- →U.S. volume growth in FY26 was 38%; adjusted for Golden Star, net volume growth was 7% to 8%.
- →The company plans to grow capacity by 50,000 to 60,000 tons of rice annually.
- →Expansion in regional rice segment with INR170+ crores revenue, growing at higher double digits.
- →Ready-to-heat (RTH) and ready-to-cook (RTC) segments expected to outpace overall growth, targeting INR300 crores (RTH) and INR120 crores (RTC) by 2030.
- →UK business aims to scale from GBP 45 million in FY26 to GBP 100 million by 2030.
- →Focus on premiumization, category expansion, distribution reach, and innovation driving growth.
- →Growth will be underpinned by investments in brand building, technology, and operational efficiencies.
📈 Profitability & Margins
- →LT Foods expects continued double-digit growth supported by global demand and new product launches.
- →EBITDA margins are anticipated to improve gradually as brand investments normalize and scale benefits materialize.
- →Operating margins may see a slight dip (~40 basis points) in FY26 due to higher A&P spend, U.K. investments, and tariff-related costs but are expected to stabilize thereafter.
- →The company targets stable gross margins around 33-34% for FY27, in line with FY25 and FY26 levels.
- →LT Foods aims to achieve approximately 12% EBITDA margins going forward, recovering from temporary tariff and organic segment-related pressures.
- →Growth focused on premiumisation, category expansion (including RTH and RTC segments), and increased market share globally.
- →Capex of around INR 250-330 crores annually is planned to support 14-15% volume growth, capacity expansion, and new product development.
- →EPS growth expected in line with revenue and margin improvement over medium to long term.
🏗️ Capital Expenditure Plans
- →FY26 capex was around INR330 crore, with major spend on U.S. land purchase and Ready-to-Heat (RTH) facility in Houston.
- →Additional investments made in U.K. packaging facility and new warehouses in India.
- →Capex guidance for FY27 is similar, around INR330 crore, focusing on capacity creation in India.
- →Long-term capex target is about INR250 crore annually, aligned with capacity expansion.
- →Capacity expansion includes growing rice milling capacity by 50,000 to 60,000 tons per year, with a thumb rule capex of INR3 crore per ton.
- →Strategic investments include land and warehousing assets in Europe with packaging capabilities.
- →The company continues to seek strategic acquisition opportunities aligned to LT Foods framework.
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
Key Metrics
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What L T Foods's management said in earlier quarters
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Frequently Asked Questions
What were L T Foods Ltd Q4 FY26 results?
LT Foods expects continued double-digit growth supported by global demand and new product launches. - Organic growth target is maintained at 10% to 12% on a long-term basis. - U.S. LT Foods expects continued double-digit growth supported by global demand and new product launches.
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 22.6 with a market cap of ₹14,486 Cr. Investors should review the full earnings analysis for detailed insights.
Is L T Foods Ltd planning capital expenditure?
FY26 capex was around INR330 crore, with major spend on U.S.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.