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LT Foods (LTFOODS) investor relations material
LT Foods Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record quarterly revenue of INR 2,772 crore in Q2 FY26, up 30% YoY, and H1 FY26 revenue of INR 5,273 crore, up 25% YoY, driven by brand investments and global expansion.
Entered the European processed canned food market via the Global Green Europe KFT acquisition, adding €40 million revenue and a new manufacturing hub in Hungary.
Maintained leadership in Basmati rice with strong market shares in India, North America, and Europe, and continued innovation in organic and ready-to-eat/cook segments.
Board approved unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, reviewed by statutory auditors with no material misstatements.
Financial highlights
H1 FY26 revenue reached ₹5,273 crore, up from ₹4,222 crore in H1 FY25; Q2 FY26 revenue was ₹2,772 crore, up 30% YoY; normalized growth (excluding Golden Star & US Tariff) was 15%.
Q2 FY26 EBITDA at INR 316 crore, up 24% YoY; H1 FY26 EBITDA at INR 619 crore, up 20% YoY; EBITDA margin for Q2 FY26 at 11.4%, down 60 bps YoY.
Gross margin improved from 33.8% to 34.4% due to lower input costs; PAT for Q2 FY26 was ₹164 crore, up 9% YoY.
Consolidated net profit for Q2 FY26 was ₹16,385.37 lakhs, up from ₹15,061.01 lakhs in Q2 FY25; total comprehensive income for H1 FY26 was ₹40,301.23 lakhs.
PAT margin for H1 FY26 at 6.2%, down from 7.2% YoY, impacted by brand investments and consolidation effects.
Outlook and guidance
Focus on deepening brand equity, accelerating market expansion, digital transformation, and strategic partnerships.
Targeting EBITDA margin above 14% in the next four years, with premiumization and portfolio expansion.
Optimistic outlook for India, Europe, and rest of world; U.S. outlook cautious due to ongoing tariff negotiations.
Organic segment expected to rebound in H2 FY26, with margins normalizing by Q4.
Management does not expect a material impact from the US countervailing duty on Ecopure Specialities Limited's exports.
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