Arthneeti

L T Foods Q2 FY27 Share Price & Earnings Call Analysis

₹379.50-0.42% today
Market cap
₹13,167 Cr
P/E
20.57
ROE
14.70%
PEG
1.31
Price to sales
1.14
Debt to equity
0.36
52W high / low
₹459 / ₹337
Sales growth (5Y)
18.70%
EBITDA margin
10.70%
Net profit margin
5.62%
Promoter holding
51.01%
Sales (last year)
₹11,633 Cr

LT Foods Ltd. is a leading Indian-origin global FMCG company in the food and consumer goods space. It is a leading player globally in the specialty Rice and rice-based foods business for over the last 70 years.[1]

Guidance scorecard · Q2 FY27 call

What L T Foods Ltd's management guided
and where it ranks in Agricultural Food & other Products

#16of 20 in
Agricultural Food & other Products
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • Basmati and Jasmine rice categories are both expected to grow in the range of 5% to 10%, with Jasmine growing slightly faster.
  • Overall company revenue growing robustly, with Q1FY27 revenue up 26% year-on-year, showing a strong growth trajectory.
  • Ready-to-Heat (RTH) segment aims to double its revenue within 3 years, targeting 15-20% growth.
  • Organic segment expected to return to double-digit growth and margins within 1.5 to 2 years.
  • India market growing at an 18% CAGR over the last 3 years, expected to continue double-digit growth.
  • Middle East to grow around 15% due to small base but focused on premium segments.
  • Basmati and specialty rice expected to grow at 10-12% CAGR.

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

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

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

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • LT Foods has recently opened a company in Australia; however, there is no current plan for capex there, with only a small equity infusion made to open the company.
  • The company has doubled the capacity for Ready-to-Eat (RTH) business and aims to double its RTH revenue in the next 3 years.
  • The organic business restructuring is complete regarding organization and infrastructure (capex), with expectations of margin improvements over the next 1.5 years.
Full Q1 FY27 analysis

FundraisingQ1 FY27 call

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

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Ask what L T Foods Ltd said on the order book →

Full Q1 FY27 analysis
Full Agricultural Food & other Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Agricultural Food & other Products
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does L T Foods Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Agricultural Food & other Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 0–2%₹911 Cr14.0
240%+Up 0–2%₹129 Cr7.0
340%+Flat₹23 Cr9.5
420–40%Up 2%+₹219 Cr15.0
520–40%Up 2%+₹190 Cr17.9
620–40%Up 0–2%₹2,595 Cr33.0

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Pro shows every company guiding 40%+ revenue growth →Full Agricultural Food & other Products ranking

Financials of L T Foods Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

L T Foods Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +51.00%51.00%51.00%51.00%51.00%51.00%51.00%51.00%51.00%51.00%51.00%51.00%
FIIs +5.73%5.14%5.89%8.03%9.33%9.79%10.15%10.12%8.92%8.74%8.21%8.30%
DIIs +5.12%4.08%5.67%5.76%5.86%6.16%7.22%8.34%9.63%10.30%10.84%11.22%
Public +38.15%39.76%37.44%35.19%33.80%33.04%31.61%30.52%30.43%29.97%29.95%29.46%
No. of Shareholders1,63,1961,77,9471,73,5731,93,9682,01,0082,02,8291,99,3372,07,0322,03,6332,02,2821,87,2631,78,072

Financials of L T Foods Ltd

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +1,9781,9422,0752,0712,1082,2752,2282,4642,7662,8092,9073,1523,234
Expenses +1,7371,7031,8301,8301,8792,0251,9702,1992,4562,4952,6392,7982,895
Operating Profit240239245241229250258265309314267354339
OPM %12%12%12%12%11%11%12%11%11%11%9%11%10%
Other Income +262028283517364384311019
Interest19182319202426282835404034
Depreciation36364542454653526063707477
Profit before tax211204204208200198216228229220189250247
Tax %26%25%27%25%25%27%26%26%28%29%28%27%27%
Net Profit +157153150155151145161168164157136183180
EPS in Rs4.494.354.284.414.274.134.624.854.724.533.915.285.19

Financials of L T Foods Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +2,7162,9553,2453,6143,8904,1354,6445,4276,9367,7728,68110,94612,102
Expenses +2,4522,5982,8873,2373,4903,6684,0924,8356,2356,8347,7039,78710,827
Operating Profit2643573583764004675525927019389791,1591,275
OPM %10%12%11%10%10%11%12%11%10%12%11%11%11%
Other Income +45-3848362133422371981178364
Interest1511481571471391328769828388131150
Depreciation475255506991108123127153186245284
Profit before tax111120194216214277398424563801822866906
Tax %31%39%33%33%36%28%27%27%25%25%26%28%
Net Profit +7672129144137199289309423598612625657
EPS in Rs2.742.704.404.213.965.778.579.1411.6017.0917.4318.0118.91
Dividend Payout %7%6%3%4%4%9%12%11%9%9%17%17%

Financials of L T Foods Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital26272732323232323535353535
Reserves4365106381,1471,2971,4491,7241,9662,7223,3373,8194,4864,866
Borrowings +1,6921,5971,6101,5481,6901,7641,5701,3201,2219171,2611,6101,798
Other Liabilities +2913304605295545737871,0421,3411,7532,2982,8872,565
Total Liabilities2,4452,4642,7353,2563,5733,8184,1124,3595,3196,0427,4139,0189,263
Fixed Assets +3703613745666019068809059951,1601,4041,8521,991
CWIP152440284217333527414567137
Investments761414363329251271832234888
Other Assets +2,0532,0722,3082,6482,8942,8623,1713,3944,1704,6575,7417,0517,047
Total Assets2,4452,4642,7353,2563,5733,8184,1124,3595,3196,0427,4139,0189,263

Financials of L T Foods Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +929722760103477445517258757462910
Cash from Investing Activity +-58-54-83-233-137-83-101-145-395-201-219-693
Cash from Financing Activity +32-235-13716044-404-346-358136-538-150-127
Net Cash Flow-1787-1310-10-2150179390
Free Cash Flow-46244149-169-11393346366115556224554
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit22%93%77%43%52%119%101%106%55%97%71%99%

Financials of L T Foods Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days434652475055384135323229
Inventory Days249233231251247222261247254249286256
Days Payable18273550373359749088116104
Cash Conversion Cycle273253248248260244240215199193202180
Working Capital Days19115617378939110010510082
ROCE %13%14%16%14%12%13%14%14%17%21%19%18%

Guidance history

How L T Foods Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%FlatPlanned——
Q4 FY26 call →10–20%FlatPlanned——
Q3 FY26 call →10–20%FlatPlanned——
Q2 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

23out of 100

Momentum score · price trend

23 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−9.0%52%
Last 6 months−11.9%36%
Last 3 months−7.5%52%

The price is 24.7% below its all-time high of ₹503.9 (18 Jul 2025). Stocks more than 20% below their peak have their score halved, so 45 became 23.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For L T Foods Ltd: 0.4 × 52 + 0.4 × 36 + 0.2 × 52 = 45, halved to 23 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 30 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

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

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