LT Foods Ltd (BOM:532783)

Q2 2026 LT Foods Ltd Earnings Call Transcript

Oct 31, 2025 / 09:30 AM GMT

Release Date Price: ₹420.2 (+0.60%)

Transcript

Key Points

Positve

LT Foods Ltd (BOM:532783) achieved its highest ever quarterly revenue of INR 2,772 crores, representing a growth of 30% year-on-year.
The company reported a record half-year revenue of INR 5,273 crores, demonstrating a year-on-year growth of 25%.
Strategic brand investments and improved distribution channels have contributed to sustained growth across multiple segments and geographies.
LT Foods Ltd (BOM:532783) expanded its presence in the European processed canned food market through the acquisition of Hungary-based Global Green Europe KFT.
The company maintains a strong investment-grade credit rating of A1+ with a positive outlook, revised in July 2025.

Negative

EBITDA margin for Q2 FY26 decreased by 60 basis points to 11.4% due to increased brand investments and strategic initiatives.
The company is facing challenges in passing on the full impact of US tariffs to consumers, affecting profitability.
Organic and RTH business segments did not show sequential revenue growth, with margins impacted by higher costs.
The Middle East market showed a decline in the first quarter, although there was some recovery in the second quarter.
There is a delay in the production ramp-up of the new US facility, impacting the ability to meet growing demand in the ready-to-eat and ready-to-cook segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LTOL.NS - LT Foods Ltd
Q2 2026 LT Foods Ltd Earnings Call
Oct 31, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to LT Foods Q2 FY26 earnings conference call hosted by Motila Losal Financial Services. As a reminder, our participant lines will be in listen-only mode, and there will be an opportunity for you to ask a question after the presentation continues. Should you need an assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Mee Chan from Motilal Osw Institutional Equity.

Thank you and over to you, sir.

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Unidentified_2 [2]
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