L T Foods Ltd
LTFOODS NSE
L T Foods Ltd
FMCGNSE: LTFOODS BSE: 532783 Agricultural Products
Key Fundamentals
SmallcapAgricultural ProductsFMCGMarket Cap
₹14,534 Cr
Volatility
High Risk
P/E Ratio
23.19
EBITDA
₹1,159 Cr
Return on Equity
15.88%
Debt to Equity
0.36
Book Value
₹130.18
EPS
₹17.54
52W High
₹480.45
52W Low
₹333.15
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view L T Foods Ltd insights
48 extracted metrics + investor summaries across FY11–FY26.
Tapetide Score
Data-driven rating, 0–100. How it works →
Technical Indicators
Growth Rate
Revenue Growth
24.81% ↗
Net Income Growth
0.13% ↘
Cash Flow Change
-38.90% ↘
ROE
-8.94% ↘
ROCE
-9.56% ↘
EBITDA Margin (Avg.)
-13.57% ↘
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 3d agoAI opinion · based on fundamentals
Risk medium
L T Foods Ltd is a ₹14,645 crore market-cap branded rice company that crossed the $1 billion revenue milestone in FY25 (₹8,770 crore, up 12% YoY) with a PAT of ₹612 crore. The stock trades at a PE of 22.6x with a 5-year revenue CAGR of 19% and profit CAGR of 18%, though profit growth has decelerated to just 3% on a TTM basis while the stock has declined 12% over the past year.
Bull Case 8
- Strong long-term revenue growth with a 5-year compounded sales CAGR of 19% and 10-year CAGR of 14%, demonstrating consistent top-line expansion
- FY25 revenue crossed the $1 billion milestone at ₹8,770 crore, representing 12% YoY growth despite a challenging export environment
- Dominant brand positioning with Daawat holding 26.1% market share in India (MAT Sept 2025, AC Nielsen) and Royal commanding over 60% of US basmati imports
- Consistent return on equity averaging 17% over 3 and 5 years, indicating efficient capital allocation for a consumer staples business
- Impressive stock price CAGR of 42% over 5 years and 30% over 10 years, reflecting sustained long-term value creation
- Global diversification across 80+ countries reduces single-market dependency, with North America revenue growing 49% YoY in recent quarters
- E-commerce and quick-commerce channels growing over 45% in FY26, positioning the company well for modern retail trends in India
- FY25 gross profit expanded 19% YoY to ₹3,030 crore, showing improving gross margins even as EBITDA margin dipped slightly
Bear Case 8
- TTM profit growth has decelerated sharply to just 3% compared to a 5-year CAGR of 18%, signalling potential margin pressure
- EBITDA margin contracted 40 bps to 12.2% in FY25, with further moderation to 11.5% in Q1 FY27, suggesting pricing or cost headwinds
- Stock has declined 12% over the past 1 year despite strong revenue growth, indicating market concerns about valuation or earnings quality
- Debt-to-equity ratio of approximately 35-43% indicates meaningful leverage for a consumer staples company, adding financial risk
- Dividend yield of only 0.48% offers minimal income return to shareholders relative to the capital deployed
- Heavy dependence on basmati rice as a single commodity exposes the business to government export policy changes, as seen with India's past rice export bans
- PAT grew only 2.37% in FY25 (₹612 crore vs ₹598 crore) while revenue grew 12%, indicating operating leverage is working in reverse
- PE of 22.6x is elevated for a commodity-linked food business where profit growth has slowed to low single digits on a trailing basis
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 1d ago Positives 3
- Q1FY27 revenue surges 26% Aug 1
LT Foods posted Q1FY27 revenue of ₹3,161 crore (up 26% YoY) and net profit of ₹183 crore (up 9%), driven by strong Basmati segment performance. Also received reduced US countervailing duty rate.
- Celebrity brand ambassador appointed Aug 4
LT Foods signed celebrity chef Ranveer Brar as brand ambassador for DAAWAT Delight Basmati, launching a multi-platform campaign highlighting Superior Flavour Absorption technology.
- New Independent Director approved Jul 17
Raj Kumar Jain appointed as Independent Director with 99.76% shareholder votes in favour, signalling strong governance confidence.
Neutral 4
- Investor meets scheduled Aug 11-13 Aug 7
LT Foods hosting investor meetings at Emkay Confluence 2026 on Aug 13 and a virtual call with Seven Canyon Advisors on Aug 11. CFO and Chief Corporate Development Officer to attend both.
- Hungary subsidiary dissolved Aug 7
Step-down subsidiary LT Foods Hungary Holdings Kft. dissolved via voluntary liquidation effective Aug 5, 2026, per Budapest Metropolitan Court order.
- Final dividend record date set Jul 30
Record date fixed as September 18, 2025, for ₹1 per share final dividend for FY26, subject to AGM approval on September 29, 2026.
- Q1FY27 earnings call held Jul 31 Jul 23
LT Foods held Q1FY27 results call on July 31, 2026 at 4:00 PM IST following the board meeting on July 30.
TL;DR: LT Foods delivered strong Q1FY27 top-line growth of 26% to ₹3,161 crore with profit up 9%, though organic segment margin compression is a watch item. Brand investment via the DAAWAT Delight campaign and a reduced US countervailing duty rate are clear positives. No material headwinds emerged in the period. The trend is constructive with revenue momentum intact and international expansion (Australia subsidiary) underway.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 1,778 | 1,978 | 1,942 | 2,075 | 2,071 | 2,108 | 2,275 | 2,228 | 2,464 | 2,766 | 2,809 | 2,907 | 3,152 |
| Expenses | 1,564 | 1,737 | 1,703 | 1,830 | 1,830 | 1,879 | 2,025 | 1,970 | 2,199 | 2,456 | 2,495 | 2,639 | 2,798 |
| Operating Profit | 214 | 240 | 239 | 245 | 241 | 229 | 250 | 258 | 265 | 309 | 314 | 267 | 354 |
| OPM % | 12% | 12% | 12% | 12% | 12% | 11% | 11% | 12% | 11% | 11% | 11% | 9% | 11% |
| Other Income | 25 | 26 | 20 | 28 | 28 | 35 | 17 | 36 | 43 | 8 | 4 | 31 | 10 |
| Interest | 22 | 19 | 18 | 23 | 19 | 20 | 24 | 26 | 28 | 28 | 35 | 40 | 40 |
| Depreciation | 36 | 36 | 36 | 45 | 42 | 45 | 46 | 53 | 52 | 60 | 63 | 70 | 74 |
| PBT | 181 | 211 | 204 | 204 | 208 | 200 | 198 | 216 | 228 | 229 | 220 | 189 | 250 |
| Tax % | 24% | 26% | 25% | 27% | 25% | 25% | 27% | 26% | 26% | 28% | 29% | 28% | 27% |
| Net Profit | 137 | 157 | 153 | 150 | 155 | 151 | 145 | 161 | 168 | 164 | 157 | 136 | 183 |
| EPS in Rs | 3.96 | 4.49 | 4.35 | 4.28 | 4.41 | 4.27 | 4.13 | 4.62 | 4.85 | 4.72 | 4.53 | 3.91 | 5.28 |
Profit & Loss
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 2,716 | 2,955 | 3,245 | 3,614 | 3,890 | 4,135 | 4,644 | 5,427 | 6,936 | 7,772 | 8,681 | 10,946 | 11,633 |
| Expenses | 2,452 | 2,598 | 2,887 | 3,237 | 3,490 | 3,668 | 4,092 | 4,835 | 6,235 | 6,834 | 7,703 | 9,787 | 10,388 |
| Operating Profit | 264 | 357 | 358 | 376 | 400 | 467 | 552 | 592 | 701 | 938 | 979 | 1,159 | 1,245 |
| OPM % | 10% | 12% | 11% | 10% | 10% | 11% | 12% | 11% | 10% | 12% | 11% | 11% | 11% |
| Other Income | 45 | -38 | 48 | 36 | 21 | 33 | 42 | 23 | 71 | 98 | 117 | 83 | 53 |
| Interest | 151 | 148 | 157 | 147 | 139 | 132 | 87 | 69 | 82 | 83 | 88 | 131 | 143 |
| Depreciation | 47 | 52 | 55 | 50 | 69 | 91 | 108 | 123 | 127 | 153 | 186 | 245 | 267 |
| PBT | 111 | 120 | 194 | 216 | 214 | 277 | 398 | 424 | 563 | 801 | 822 | 866 | 888 |
| Tax % | 31% | 39% | 33% | 33% | 36% | 28% | 27% | 27% | 25% | 25% | 26% | 28% | — |
| Net Profit | 76 | 72 | 129 | 144 | 137 | 199 | 289 | 309 | 423 | 598 | 612 | 625 | 640 |
| EPS in Rs | 2.74 | 2.7 | 4.4 | 4.21 | 3.96 | 5.77 | 8.57 | 9.14 | 11.6 | 17.09 | 17.43 | 18.01 | 18.44 |
| Div. Payout % | 7% | 6% | 3% | 4% | 4% | 9% | 12% | 11% | 9% | 9% | 17% | 17% | — |
Balance Sheet
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 26 | 27 | 27 | 32 | 32 | 32 | 32 | 32 | 35 | 35 | 35 | 35 |
| Reserves | 436 | 510 | 638 | 1,147 | 1,297 | 1,449 | 1,724 | 1,966 | 2,722 | 3,337 | 3,819 | 4,486 |
| Borrowings | 1,692 | 1,597 | 1,610 | 1,548 | 1,690 | 1,764 | 1,570 | 1,320 | 1,221 | 917 | 1,261 | 1,610 |
| Other Liabilities | 291 | 330 | 460 | 529 | 554 | 573 | 787 | 1,042 | 1,341 | 1,753 | 2,298 | 2,934 |
| Total Liabilities | 2,445 | 2,464 | 2,735 | 3,256 | 3,573 | 3,818 | 4,112 | 4,359 | 5,319 | 6,042 | 7,413 | 9,064 |
| Fixed Assets | 370 | 361 | 374 | 566 | 601 | 906 | 880 | 905 | 995 | 1,160 | 1,404 | 1,852 |
| CWIP | 15 | 24 | 40 | 28 | 42 | 17 | 33 | 35 | 27 | 41 | 45 | 67 |
| Investments | 7 | 6 | 14 | 14 | 36 | 33 | 29 | 25 | 127 | 183 | 223 | 48 |
| Other Assets | 2,053 | 2,072 | 2,308 | 2,648 | 2,894 | 2,862 | 3,171 | 3,394 | 4,170 | 4,657 | 5,741 | 7,097 |
| Total Assets | 2,445 | 2,464 | 2,735 | 3,256 | 3,573 | 3,818 | 4,112 | 4,359 | 5,319 | 6,042 | 7,413 | 9,064 |
Cash Flow
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating | 9 | 297 | 227 | 60 | 103 | 477 | 445 | 517 | 258 | 757 | 462 | 910 |
| Investing | -58 | -54 | -83 | -233 | -137 | -83 | -101 | -145 | -395 | -201 | -219 | -845 |
| Financing | 32 | -235 | -137 | 160 | 44 | -404 | -346 | -358 | 136 | -538 | -150 | -127 |
| Net Cash Flow | -17 | 8 | 7 | -13 | 10 | -10 | -2 | 15 | 0 | 17 | 93 | -62 |
| Free Cash Flow | -46 | 244 | 149 | -169 | -11 | 393 | 346 | 366 | 115 | 556 | 224 | 554 |
| CFO/OP | 22 | 93 | 77 | 43 | 52 | 119 | 101 | 106 | 55 | 97 | 71 | 99 |
Ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 43 | 46 | 52 | 47 | 50 | 55 | 38 | 41 | 35 | 32 | 32 | 29 |
| Inventory Days | 249 | 233 | 231 | 251 | 247 | 222 | 261 | 247 | 254 | 249 | 286 | 248 |
| Days Payable | 18 | 27 | 35 | 50 | 37 | 33 | 59 | 74 | 90 | 88 | 116 | 101 |
| Cash Conversion Cycle | 273 | 253 | 248 | 248 | 260 | 244 | 240 | 215 | 199 | 193 | 202 | 176 |
| Working Capital Days | 19 | 1 | 15 | 61 | 73 | 78 | 93 | 91 | 100 | 105 | 100 | 82 |
| ROCE % | 13% | 14% | 16% | 14% | 12% | 13% | 14% | 14% | 17% | 21% | 19% | 18% |
Documents
1
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
7 Aug - LT Foods executives to attend Emkay Confluence 2026 physical meeting on August 13, 2026 at 11:00 AM IST. 7 Aug - LT Foods executives to attend Emkay Confluence 2026 physical meeting on August 13, 2026 at 11:00 AM IST.
2
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
8 May - Schedule of Investor Conference Call for Q4 & FY 26 8 May - Schedule of Investor Conference Call for Q4 & FY 26
3
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
8 May - Schedule of Investor Conference Call for Q4 & FY 26 8 May - Schedule of Investor Conference Call for Q4 & FY 26
4
Announcement under Regulation 30 (LODR)-Resignation of Director
7 May - Neeru Singh and Satish Chander Gupta resigned as independent directors effective 6 May 2026. 7 May - Neeru Singh and Satish Chander Gupta resigned as independent directors effective 6 May 2026.
5
Board Meeting Intimation for Consideration And Approval Of The Audited Standalone & Consolidated Financial Result Of The Company For The Quarter And Financial Year Ended March 31, 2026 And Recommendation Of Final Dividend, If Any.
7 May - Board meets 14 May 2026 to approve FY26 audited results and consider final dividend. 7 May - Board meets 14 May 2026 to approve FY26 audited results and consider final dividend.
Frequently Asked Questions about L T Foods Ltd
What does L T Foods Ltd do?
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]
Where is L T Foods Ltd (LTFOODS) listed?
L T Foods Ltd is listed on the Indian stock exchanges. It is listed on NSE: LTFOODS and BSE: 532783. You can view its live share price, financials, and ratios on Tapetide.
Which sector does L T Foods Ltd belong to?
L T Foods Ltd operates in the FMCG sector within the Agricultural Products industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of L T Foods Ltd?
L T Foods Ltd has a market capitalisation of approximately ₹14534.27 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of L T Foods Ltd?
The Price-to-Earnings (PE) ratio of L T Foods Ltd is 23.19. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of L T Foods Ltd?
Over the past 52 weeks, L T Foods Ltd has traded between a low of ₹333.15 and a high of ₹480.45. This range helps investors understand the stock's price volatility and recent trading levels.
Does L T Foods Ltd pay dividends?
Yes, L T Foods Ltd has a dividend yield of 0.48%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of L T Foods Ltd?
L T Foods Ltd has a Return on Equity (ROE) of 15.88%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research L T Foods Ltd on Tapetide?
On Tapetide, you can view L T Foods Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.
Company Information
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]
Website ltgroup.in
CEO Mr. Vijay Kumar Arora
Employees 1,302
Listed 2006-12-18
Face Value ₹ 1
Issued Size 34,72,52,944