LT Foods Strong H1 FY26 Results Driven by Brand Investments and Global Demand

LT Foods announced robust H1 FY26 results, with revenue up 25% to ₹5,273 crore. Gross profit increased by 27%, and EBITDA rose by 20%. The company attributes this performance to strategic brand investments and strong demand across segments and geographies. Normalized growth, excluding Golden Star and US Tariff, was reported at 15%.

Financial Performance

LT Foods reported a strong financial performance for H1 FY26:

  • Revenue: ₹5,273 crore (up 25%)
  • Gross Profit: ₹1,815 crore (up 27%)
  • EBITDA: ₹619 crore (up 20%)
  • EBIT: ₹506 crore
  • PAT: ₹332 crore

The company noted that decreasing input costs contributed to the increase in revenue and that investments were made in strategic initiatives. Q2 FY26 revenue increased by 30% to ₹2,772 crore.

Business Updates

The company is awaiting the final determination regarding the countervailing duty concerning Ecopure Specialities Limited, expected by November 17, 2025. The acquisition of Global Green is underway to expand into the European processed canned food market. Crop output is anticipated to be 1-1.5% higher than last year.

Segment Performance

Key highlights by segment:

  • Basmati & Other Speciality Rice: Revenue increased by 24%, reaching ₹4,488 crore.
  • Organic Foods & Ingredients: Revenue increased by 26% to ₹583 crore.
  • RTH & RTC: Revenue decreased by 5% to ₹95 crore.

Strategy and Outlook

LT Foods is focused on margin expansion, being responsible, capability building, and growth through solidifying their core business. The company aims to expand distribution channels, explore inorganic opportunities, and focus on digital transformation and building people skills. It intends to have an EBITDA margin of +14% in the next 4 years. The company is strengthening its supply chain through digital intervention and automation.

Marketing Initiatives

The business has been building its online presence through influencer marketing and participation in worldwide events such as World Biryani Day, leveraging media to increase reach and consumer base.

ESG Initiatives

LT Foods is dedicated to meeting environmental, social, and governance standards through responsible environmental practices and community involvement and aims to achieve a more sustainable future.

Source: BSE

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