LT Foods Limited has released its Investor Presentation for the 9 months and Q3 of FY2025-26, detailing financial performance and business strategy. The company reported robust financial highlights for 9M FY26, with Revenue reaching ₹8,085 crore, a normalized growth of 19% excluding US Tariff. Gross Profit stood at ₹2,778 crore, EBITDA at ₹936 crore, EBIT at ₹670 crore, PBT at ₹490 crore, and PAT at ₹374 crore. Key financial metrics show improved working capital days at 205 days and a Net Debt/EBITDA ratio of 0.95. For Q3 FY26, Revenue was ₹2,812 crore, with a normalized growth of 13% (excluding US Tariff). Gross Profit was ₹963 crore, EBITDA at ₹317 crore, EBIT at ₹219 crore, PBT at ₹157 crore, and PAT at ₹114 crore. The company highlighted accelerated brand investments and growth across segments and geographies. The Basmati & Other Specialty Rice segment continues to be the dominant revenue contributor at 88% for 9M FY26, showing a 26% revenue growth. The Organic Food and Ingredients segment contributed 10% to revenue with 15% growth, while the RTH & RTC segment contributed 2% with a -4% growth due to the discontinuation of a product line. LT Foods outlined its business strategy focusing on growth, capability building, and margin expansion. This includes solidifying core business, expanding distribution, exploring inorganic opportunities, digital transformation, and enhancing productivity. The company aims to increase the revenue mix of new product developments (NPDs) from 2% to 7% and strengthen brand equity through increased consumer engagement and portfolio expansion. An update on the Countervailing Duty (CVD) concerning Ecopure Specialities Limited indicated that the Final Determination is now expected by February 17, 2026, due to a US government shutdown. The company also noted a downward revision in the Crop 2025 production outlook due to lower yields, impacting overall basmati output. ESG initiatives remain a focus, with the company emphasizing embedding ESG in its organizational culture and nurturing goodness. The presentation also included shareholding information as of December 31, 2025, showing promoters holding 51.0% of the shares.
