LT Foods navigates a complex global landscape as it balances the premiumization of its flagship DAAWAT brand with the ongoing integration of its RTH/RTC segment. Investors will be closely watching the company’s ability to defend margin targets amidst US tariff headwinds and the operational impact of recent board-level governance changes.
| Results date | May 14, 2026 |
|---|---|
| Quarter | Q4 FY 2025-2026 |
| Previous quarter revenue | Rs. 8,085 crore |
| Previous quarter PAT | Rs. 490 crore |
| Previous quarter EBITDA margin | 11.6% |
| Market cap | Rs. 14265.15 Cr |
| CMP | Rs. 410.8 |
The board meeting is scheduled for May 14, 2026, to consider the audited financial results for FY26 and recommend dividend for FY26.
In its most recently reported quarter, LT Foods posted revenue of Rs. 8,085 crore, PAT of Rs. 490 crore, and an EBITDA margin of 11.6%. The company is managing a 50% US tariff on basmati rice by passing the majority of costs to customers, supported by the premium positioning of the Royal brand. Management has reiterated its full-year FY26 revenue target of Rs. 10,500-11,000 crore and maintains a focus on the 12.5% to 13% EBITDA margin range. The RTH/RTC segment remains in an investment phase, with management targeting EBITDA breakeven once revenue crosses the Rs. 400 crore threshold within the next 3 years.
Performance vs Guidance Tracking
Strategic execution and capex
Risks and headwinds to monitor
LT Foods will announce its Q4 FY 2025-2026 results on May 14, 2026.
Yes, the board meeting scheduled for May 14, 2026, includes an agenda item to recommend a dividend for FY26.
LT Foods reported revenue of Rs. 8,085 crore in its most recent 9M FY26 reporting period.
Management projects the RTH/RTC segment will reach EBITDA breakeven once annual revenue exceeds Rs. 400 crore. This milestone is expected within the next 3 years.
Management has confirmed that the target of Rs. 10,500-11,000 crore for FY26 remains intact despite tariff headwinds and a January slowdown. The company achieved Rs. 8,085 crore in revenue during the 9M period.
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