Q2 2025 LT Foods Ltd Earnings Call Transcript
Key Points
- LT Foods Ltd (BOM:532783) reported a 12% increase in consolidated revenue for the first half of FY25, driven by strong sales in the Basmati, Specialty, and health segments.
- Gross profit margin expanded by 160 basis points to 33.8%, indicating improved profitability.
- The company achieved a 7% increase in EBITDA to INR514 crores, showcasing operational efficiency.
- Net debt decreased to INR546 crores from INR569 crores, reflecting improved financial health.
- The company is expanding its product portfolio by launching Jasmine rice globally, which has shown positive market reception.
- EBITDA margin decreased by 50 basis points to 12.2%, partly due to increased freight costs.
- Profit after tax grew by only 4%, indicating slower bottom-line growth compared to revenue.
- Return on equity decreased to 17.1% from 19.5% in the previous year, suggesting reduced shareholder returns.
- Inventory days increased to 195 days from 174, indicating potential inefficiencies in inventory management.
- The company faced a 4% decrease in PAT for Q2 FY25, highlighting challenges in maintaining quarterly profitability.
Ladies and gentlemen, good day, and welcome to LT Foods Q2 FY25 earnings conference call. (Operator Instructions). Please note that this conference is being recorded.
I now hand the conference over to Ms. Lavita Lasrado. Thank you, and over to you, ma'am.
Thank you. On behalf of Mirae Asset Capital Markets, we welcome you all to the Q2 and H1 FY25 results conference call of LT Foods.
We have with us from the management team, Mr. Ashwani Kumar Arora, MD and CEO; Mr. Sachin Gupta, CFO; and Ms. Monika Chawla Jaggia, Chief Corporate Development Officer. We will begin the call with brief opening remarks from the management team, and then we will open the floor for the question-and-answer session.
I would now like to request the management to share their perspective on the performance of the company.
Thanks, and over to you, Ms. Monika.
Thank you. Good evening
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