LT Foods Ltd (NSE:LTFOODS)

Q4 2025 LT Foods Ltd Earnings Call Transcript

May 15, 2025 / 11:00 AM GMT

Release Date Price: ₹363.25 (-1.49%)

Transcript

Key Points

Positve

LT Foods Ltd (BOM:532783) reported a strong quarter with an 8% increase in revenue, reaching INR 2,260 crore, driven by increased sales in the Basmati and specialty rice segments.
Gross profit grew by 20%, with gross profit margins expanding by 370 basis points to 36.6%, attributed to favorable input prices.
The company has expanded its product portfolio to include ready-to-eat and ready-to-cook meal options, healthy snacks, and organic foods, catering to modern dietary preferences.
LT Foods Ltd (BOM:532783) has undertaken major expansion projects in the UK and entered high-potential markets like Saudi Arabia.
The company maintains a strong market position in the US with its Royal brand, holding more than 55% market share in both mainstream and ethnic channels.

Negative

Despite the increase in gross margins, EBITDA margins only saw a marginal increase of 30 basis points, indicating higher operational costs.
Logistic costs have impacted margins, with a 1.7% increase, and advertising expenses are expected to rise further.
The return on equity decreased from 19.2% in the previous year to 16.8% in the current financial year.
The net debt to equity ratio increased from 0.1% to 0.2%, indicating a rise in leverage.
The company's growth in Europe was slow, with only a 2% increase in Q4, partly due to the separation of UK operations.

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

LTOL.NS - LT Foods Ltd
Q4 2025 LT Foods Ltd Earnings Call
May 15, 2025 / 11:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to LT Foods Limited Q4 and F 525 earnings conference call hosted by Motila Lusal Financial Services Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation conclude. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchdown phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Mee Jan from Motila Lusal Financial Services.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-----

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.