LT Foods has released its Investor Presentation for Q2 & H1 FY27, showcasing strong financial performance and strategic growth initiatives. The company reported double-digit growth with a net-cash balance sheet and expanding global brands. Key highlights include robust revenue figures, improved EBITDA, and strategic focus on market expansion and brand investments across its various business segments, including Basmati & Other Specialty Rice, Organic Foods & Ingredients, and Ready-to-eat/heat/cook products.
LT Foods Unveils Strong Q2 & H1 FY27 Performance in Investor Presentation
LT Foods Limited has published its Investor Presentation for the second quarter (Q2) and the first half (H1) of the Financial Year 2027 (FY27). The document details significant achievements, including double-digit growth and a strengthened net-cash balance sheet, alongside the global scaling of its brands. The presentation highlights the company’s strategic direction and financial health for the period ending September 30, 2026.
Consolidated Financial Highlights (H1 FY27)
On a consolidated basis for H1 FY27, LT Foods reported Revenue* of ₹6,414 crore, marking a 22% Year-on-Year (YoY) increase. The EBITDA stood at ₹721 crore, up 17% YoY, while Profit After Tax (PAT) reached ₹364 crore, a 9% YoY growth. The Return on Capital Employed (ROCE) improved to 22.4% from 22.0% in H1 FY26. Working capital days reduced to 143 days from 174 days in H1 FY26. The company maintained a healthy net cash position of ₹247 crore.
For standalone operations in H1 FY27, Revenue was ₹2,417 crore (+14.1%), EBITDA was ₹223 crore (+33.5%), and PAT was ₹134 crore (+23.9%).
Q2 FY27 Financial Performance
In Q2 FY27, consolidated Revenue grew by 17% YoY to ₹3,253 crore. Gross Profit increased by 12% YoY to ₹1,058 crore, with the gross margin shifting from 34.2% to 32.5% due to changes in shipment terms. EBITDA saw a 13% YoY increase to ₹358 crore, with the EBITDA margin at 11%, impacted by organic segment remodelling and brand investments. EBIT grew 10% YoY to ₹281 crore, PBT by 8% to ₹247 crore, and PAT by 10% to ₹180 crore.
H1 FY27 Performance Deep Dive
The first half of FY27 saw consolidated Revenue climb 22% YoY to ₹6,414 crore, with normalized growth of 18% including Golden Star. Gross Profit rose 15% YoY to ₹2,087 crore. EBITDA increased by 17% YoY to ₹721 crore. EBIT grew 13% YoY to ₹570 crore, PBT by 10% to ₹496 crore, and PAT by 9% to ₹364 crore.
Business Segment Overview
LT Foods operates across three primary segments: Basmati & Other Specialty Rice, Organic Foods & Ingredients, and Ready-to-eat, Ready-to-heat & Ready-to-cook (RTH & RTC).
- Basmati & Other Specialty Rice constituted 90% of revenue in H1 FY27, with revenue growing 27% YoY to ₹5,764 crore. Volume growth remained steady at 11%, and EBITDA margin was 12%.
- Organic Foods & Ingredients contributed 8% of revenue, amounting to ₹520 crore, showing a -11% change due to business remodelling, with an EBITDA margin of 6%.
- RTH & RTC represented 2% of revenue, with revenue at ₹102 crore, an 8% YoY growth. The segment achieved a 35% gross margin, while the EBITDA margin was -12%.
Global Market Presence and Growth Drivers
The company’s international presence is substantial, with 71% of H1 revenue coming from international markets and 29% from India. Key markets include India (29% of revenue, +24% YoY growth), North America (50% of revenue, +21% YoY growth), Europe (12% of revenue, 0% YoY growth), and the Middle East & ROW (9% of revenue, +25% YoY growth). Growth drivers and strategic priorities focus on margin expansion, scale growth through distribution channels and product portfolio expansion, sustainability via ESG embedding, and capability building through digital transformation.
Key Initiatives and Brand Investments
The presentation highlights key launches and brand investments in Q2 FY27, including Golden Star’s entry into the ready-to-heat segment in the USA, the DAAWAT® Delight launch with Chef Ranveer Brar in India, and the DAAWAT® Rozana Platinum variant. Consumer engagement strategies are extensive, leveraging celebrity-led campaigns, influencer collaborations, and omnichannel execution across various platforms. Brand investments in key markets like the USA, Europe, and the Middle East are crucial for extending leadership and driving trial.
Source: BSE
