LT Foods Ltd (BOM:532783)
₹ 397.55 +18.95 (+5.01%) Market Cap: 138.05 Bil Enterprise Value: 150.27 Bil PE Ratio: 21.56 PB Ratio: 3.05 GF Score: 83/100

Q3 2025 LT Foods Ltd Earnings Call Transcript

Jan 28, 2025 / 10:30AM GMT
Release Date Price: ₹357.1 (-3.62%)

Key Points

Positve
  • LT Foods Ltd (BOM:532783) reported a 17% increase in consolidated revenue for Q3 FY25, reaching INR2,288 crores, driven by increased sales across all segments.
  • Gross profit grew by 22%, with a gross profit margin improvement of 125 basis points, attributed to favorable input prices.
  • The company achieved a 14% increase in consolidated revenue for the nine months of FY25, primarily due to growth in the Basmati and Specialty rice segments.
  • The Organic segment showed significant growth, with a 37% increase this year, and is expected to continue growing at a double-digit rate.
  • LT Foods Ltd (BOM:532783) maintained a stable debt-to-equity ratio of 0.3 and a debt-to-EBITDA ratio of 1.2, indicating strong financial health.
Negative
  • Profit after tax (PAT) for Q3 FY25 decreased by 4.7% to INR145 crores, compared to INR153 crores in the previous year.
  • Earnings per share (EPS) declined by 5% to INR4.13 from INR4.35 in Q3 FY24.
  • The company's return on capital employed decreased to 19.5% for the nine months of FY25, down from 20.3% in the same period last year.
  • Freight costs have increased, impacting profitability, with logistics costs rising by 2.3% year-on-year.
  • The profit from the Golden Star associate declined significantly due to higher freight costs, affecting overall profitability.
Operator

Ladies and gentlemen, good day, and welcome to LT Foods' Q3 FY25 earnings conference call hosted by Motilal Oswal Financial Services Limited. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Meet Jain from Motilal Oswal Financial Services Limited. Thank you, and over to you, sir.

Meet Jain;Monika Jaggia<
Motilal Oswal Financial Services Ltd. - Analyst

Thank you. Good evening, everyone, and a warm welcome to LT Foods' 3Q FY25 post-results earnings call hosted by Motilal Oswal Financial Services Limited. On the call today, we have management team being represented by Mr. Ashwani Kumar Arora, MD and CEO; Mr. Sachin Gupta, CFO; and Ms. Monika Chawla Jaggia, Chief Corporate Development Officer.

We'll begin the call with key thoughts from the management team. Thereafter, we will open the floor for Q&A session. I would now like to request the management to share their perspective on the performance of the company.

Thank you, and over to you, ma'am.

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