LT Foods has released the transcript of its investor and analysts conference call held on May 15, 2026, to discuss the audited consolidated financial results for the quarter and financial year ended March 31, 2026. The transcript is now available on the company's website in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

During the call, management highlighted that the company achieved a total income of ₹11,023 crore for FY26, a 26% increase year-on-year. Profit after tax stood at ₹625 crore. The reported revenue growth was 26%, while normalized revenue growth was 19% after excluding the impact of U.S. tariff pass-throughs. EBITDA for the year rose to ₹1,236 crore. The company noted that working capital days improved to 176 days from 196 days in the previous year.

Segment Performance

The Basmati & Other Specialty Rice segment contributed 88% of the revenue, recording ₹9,742 crore in FY26 with a normalized growth of 21%. The Organic Foods & Ingredients segment reported revenue of ₹1,016 crore, growing 9%, though it remains under stress due to capacity expansion and legal costs. The Ready-to-Heat & Ready-to-Cook segment reached ₹187 crore, growing 2.5x over the last five years.

Geographic Highlights

North America remained the largest market, contributing 48% of the revenue mix with 53% reported growth. Europe delivered 34% revenue growth, while the India business achieved 10% value growth and 12% volume growth. Management stated that quick commerce and e-commerce channels in India grew in excess of 45%.

Future Outlook

Looking ahead, the company expects continued double-digit growth supported by global demand and new product launches. Management indicated that margins are expected to gradually improve as brand investments normalize and scale benefits are realized. The company targets long-term organic growth of 10% to 12%.

LT Foods Limited has informed the stock exchanges about a scheduled physical investor meeting. The intimation, dated May 19, 2026, was addressed to BSE Limited and the National Stock Exchange of India Limited under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Details

The company's Chief Corporate Development Officer and Chief Financial Officer are scheduled to attend the meeting. The key details of the interaction are as follows:

Regulatory Compliance

The disclosure was made to ensure timely information regarding the meeting with the institutional investor. The communication was signed by Monika Chawla Jaggia, Company Secretary & Compliance Officer (Membership No. F5150), on behalf of LT Foods Limited.