LT Foods Stock Price - ₹442.55 | FMCG

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Company insights, generated from the most recent coverage.

Management flagged freight volatility and geopolitical disruptions impacting export volumes — key risk given 71% of revenue is international.
Geographic diversification across 80+ countries and strong domestic presence provide revenue stability, justifying a premium valuation (17x FY28 EPS) over more concentrated peers.
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Business navigated 18% US import duty and geopolitical volatility without material impact — core segment EBITDA margin stable at 13%, demonstrating effective risk management and pricing flexibility.
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The Quarter story

The two most recent quarterly results, compared side-by-side.

LT Foods posts a strong operational rebound with rising revenue and profits, though market valuation and foreign investor interest remain under pressure.

Consolidated revenue grew from ₹2,501 Cr in Q1 FY26 to ₹3,161 Cr in Q1 FY27, driven by steady demand across export markets.

Market capitalization declined from ₹16,892 Cr in Q1 FY26 to ₹12,700 Cr in Q1 FY27, reflecting sustained market caution.

Consolidated EBITDA jumped from ₹300 Cr in Q4 FY26 to ₹363 Cr in Q1 FY27, highlighting accelerated profit generation.

FII holdings fell from 9.7% in Q1 FY26 to 8.2% in Q1 FY27, showing continued foreign investor outflows.

Net debt to EBITDA fell from 0.81x in Q1 FY26 to 0.48x in Q1 FY27, confirming a stronger and less leveraged balance sheet.

Ready-to-heat EBITDA margin worsened from -5% in Q1 FY26 to -9% in Q1 FY27, signaling ongoing operational losses in the segment.

Working capital days improved from 195 days in Q1 FY26 to 170 days in Q1 FY27, reflecting tighter inventory and credit management.

Organic Foods EBITDA margin contracted from 10% in Q1 FY26 to 4% in Q1 FY27, indicating pricing or cost pressures.

Basmati revenue share expanded from 85% in Q1 FY26 to 90% in Q1 FY27, reinforcing its dominance in the company portfolio.

Consolidated gross margin dipped from 34.7% in Q1 FY26 to 32.6% in Q1 FY27, pointing to slight input cost inflation.

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In the news

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Rice exporters LT Foods, KRBL surge 15% on mandi price rally

LT Foods Q1 profit up 9% to ₹183 cr, shares surge 4%

LT Foods Launches Australian Subsidiary Targeting 15% Revenue Growth

Geojit's 3 Stock Picks: LT Foods, Torrent Power, Persistent Systems

VST Tillers Q4 profit drops 80% on investment losses despite record FY26 revenue

Tata Motors Q4 profit drops 32% to ₹5,783 cr, stays cautious on outlook

Nilkamal Q4 profit jumps 22% to ₹41.5 crore, dividend declared

LT Foods Recovers from US Tariff Impact with 13% Growth Outlook

Motilal Oswal Sets LT Foods Target at ₹500

LT Foods launches premium saffron-infused basmati rice

LT Foods Gets Buy Rating with ₹518 Target Price

GAIL shares rebound 1.87% after Qatar LNG supply cut amid US-Iran tensions

LT Foods shares gain focus as US cuts soybean duty by ₹163 crore

Motilal Oswal Sets Rs 500 Target for LT Foods Amid Basmati Boom

LT Foods cancels Global Green Group acquisition

LT Foods reports 24% revenue growth despite tariff pressures

Trump Cancels Iran Meetings as 25% Tariff Threat Hits Rice Trade

LT Foods

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