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L T Foods Ltd

Q4 FY26Agricultural Food & other Products

L T Foods Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹428
Market cap₹14.5K Cr
P/E22.6
Updated23 Aug 2026
Read4 min read

The short version

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.

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.

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

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Profitability & Margins

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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.

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

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Order Book & Pipeline

The discussion focuses mainly on: - Revenue growth across geographies - Impact of tariffs - Capex spending and future capacity additions - Inventory and raw material prices - Market share and volume growth

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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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.