L T Foods Q1 FY27 Earnings Call — Analysis (NSE: LTFOODS)
LT Foods delivers 26% YoY consolidated revenue growth to ₹3,161 Cr in Q1FY27, driven by strong basmati rice performance, while organic segment restructuring temporarily pressures margins.
The take
LT Foods delivers 26% YoY consolidated revenue growth to ₹3,161 Cr in Q1FY27, driven by strong basmati rice performance, while organic segment restructuring temporarily pressures margins.
Results
Consolidated revenue ₹3,161 Cr +26% YoY; EBITDA ₹363 Cr +20% YoY; PAT ₹183 Cr +9% YoY; EBITDA margin 11.5% vs 12.1% YoY, weighed by organic business model transition.
Guidance
Full-year FY27 on track; organic business EBITDA targeted at ₹70–80 Cr by year-end; RTH breakeven at ₹400 Cr revenue in 2–3 years; medium-term segment growth guided at basmati 10–12%, RTH 15–20%, organic 10–12%.
Key themes
Basmati strength, organic reset, and tariff-led volatility navigation
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