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Stock Analysis

Description

LT Foods Limited is a global FMCG company specializing in rice and rice-based food products, with a diversified portfolio and international presence, focused on innovation and expansion.

Key Growth Triggers

Strategic acquisition of European processed food businesses to diversify product portfolio and expand market reach.
Expansion of manufacturing capacity in Karnataka for regional rice varieties.
Continued focus on brand building and digital transformation.

Order Book

Currently no data available for Order Book.

Key Red Flags

Preliminary US countervailing duty on organic soybean meal exports, though expected to have no material impact.
Ongoing insurance claim litigation for Daawat Foods Limited.
Observed margin contraction in recent financial periods.

Key Dates To Watch

35th Annual General Meeting on September 30, 2025, to approve FY25 financials and recommend dividends.
Expected announcement of Q3 FY26 financial results around January 2026.

Corporate Announcements

16th Apr 26

Impact Rating: 6

LT Foods appoints Ritesh Sud as Chief Marketing Officer - India & Far East. With over 20 years of FMCG experience, Sud will focus on brand growth, market expansion, and innovation. The company reported FY'25 consolidated revenue of ₹8,773 crore.

10th Apr 26

Impact Rating: 7

LT Foods Limited's postal ballot results confirm shareholder approval for re-appointing Independent Directors, appointing a Whole-Time Director, and altering the company's Memorandum of Association.

10th Apr 26

Impact Rating: 7

LT Foods shareholders overwhelmingly approved key resolutions through postal ballot, including director appointments and MOA alteration. Results declared April 10, 2026, confirmed passage after e-voting closed April 8.

6th Apr 26

Impact Rating: 3

LT Foods Limited filed a SEBI compliance certificate for the quarter ended March 31, 2026, verifying that its share dematerialization process met SEBI (Depositories and Participants) Regulations, 2018.

26th Mar 26

Impact Rating: 5

LT Foods is implementing a trading window closure starting April 1, 2026, for designated employees and directors. This restriction will last until 48 hours after the company declares its audited financial results for the fiscal year ending March 31, 2026.

Peer Comparision

S.No.	Name	Current Price (Rs.)	Price to Earning	Market Capitalization (Rs.Cr.)	Dividend yield (%)	Net Profit latest quarter (Rs.Cr.)	YOY Quarterly profit growth (%)	Sales latest quarter (Rs.Cr.)	YOY Quarterly sales growth (%)	Return on capital employed (%)	Sales (Rs.Cr.)	OPM (%)	Profit after tax (Rs.Cr.)	Profit after tax latest quarter (Rs.Cr.)	Price to book value	Return on assets (%)	Debt to equity
1.	L T Foods	381.20	63.47	13239.03	0.79	71.25	16.61	1016.78	0.04	15.49	4082.76	5.91	208.60	71.25	7.24	8.35	0.12
2.	KRBL	386.75	14.54	8860.35	0.90	172.11	67.63	1511.08	18.94	11.84	6219.58	13.47	609.51	172.11	1.61	7.83	0.01
3.	Guj. Ambuja Exp	135.16	30.09	6207.50	0.18	38.02	-45.15	1486.69	32.19	11.46	5175.42	6.91	206.33	38.02	2.00	7.18	0.09
4.	Kaveri Seed Co.	941.85	15.97	4842.26	0.53	-16.20	-2202.99	218.90	59.27	20.08	1341.73	24.55	303.15	-15.43	2.70	11.11	0.00
5.	TruAlt Bioenergy	400.45	27.04	3443.45	0.00	-37.94	-103.32	114.86	-70.41	14.18	1907.72	16.21	146.64	-37.94	–	5.38	1.10
6.	GRM Overseas	170.82	46.28	3140.72	0.00	14.76	60.61	362.43	14.88	13.50	1351.84	6.20	67.87	14.76	6.61	7.29	0.44
7.	Sanstar	92.62	84.36	1693.09	0.00	0.63	-91.62	196.43	-4.45	11.76	812.46	2.30	20.07	0.63	2.56	6.84	0.03
–	Median: 37 Co.	146.75	19.46	320.78	0.0	4.23	15.04	119.75	18.94	13.84	416.39	6.91	16.37	4.23	2.56	7.11	0.38

Quarterly Results

Standalone figures in ₹ crores

	Dec 2022	Dec 2023	Dec 2024	Jun 2023	Jun 2024	Jun 2025	Mar 2023	Mar 2024	Mar 2025	Sep 2022	Sep 2023	Sep 2024	Sep 2025
Sales	881	1,058	1,044	959	1,053	1,051	928	967	971	1,056	1,036	1,016	1,017
Expenses	830	995	980	900	976	995	857	898	910	1,001	988	963	956
Operating Profit	51	63	64	59	78	55	72	69	61	56	48	53	60
Other Income	7	7	28	3	3	11	20	2	7	3	17	33	40
Profit before tax	45	56	77	50	69	50	76	52	50	47	54	74	85
Tax %	29%	26%	19%	27%	26%	26%	19%	23%	23%	26%	21%	17%	16%
Net Profit	32	41	62	36	51	37	62	40	38	35	42	61	71
EPS in Rs	1.00	1.19	1.79	1.04	1.46	1.07	1.78	1.15	1.10	1.09	1.22	1.76	2.05

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	1,793	1,808	1,814	2,052	2,139	2,193	2,350	2,383	2,840	3,915	4,020	4,085	4,083
Expenses	1,651	1,681	1,676	1,899	2,000	2,025	2,178	2,199	2,660	3,688	3,781	3,828	3,841
Operating Profit	142	127	138	153	140	168	172	184	180	227	239	257	241
Other Income	8	34	26	24	17	15	27	22	24	37	29	70	86
Interest	72	90	91	107	85	76	60	34	23	24	19	19	24
Depreciation	22	29	26	23	18	23	26	26	32	29	39	39	42
Profit before tax	57	43	47	47	54	83	113	146	149	211	211	269	262
Net Profit	38	31	30	30	42	54	85	106	112	160	160	212	209
EPS in Rs	1.46	1.16	1.14	1.12	1.31	1.70	2.66	3.33	3.51	4.62	4.60	6.11	6.01
Dividend Payout %	15%	17%	13%	13%	11%	9%	19%	30%	28%	22%	33%	49%	–

Balance Sheet

Standalone figures in ₹ crores

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Sep 2025
Equity Capital	26	26	27	27	32	32	32	32	32	35	35	35	35
Reserves	251	276	302	337	749	810	839	934	1,012	1,533	1,659	1,766	1,793
Borrowings	836	961	863	884	686	664	568	382	295	47	73	124	227
Other Liabilities	145	160	141	123	142	192	167	222	551	386	583	760	484
Total Liabilities	1,258	1,422	1,333	1,371	1,608	1,697	1,606	1,570	1,890	2,000	2,350	2,684	2,539
Fixed Assets	172	182	159	163	191	200	205	200	226	251	263	295	300
Gross Block	319.12	357.18	355.25	380.17	418.27	447.63	473.25	489.15	541.84	586.52	630.48	691.65	–
Accumulated Depreciation	147.11	175.57	196.22	217.33	227.08	247.90	268.02	289.25	316.03	335.66	367.41	396.72	–
CWIP	9	10	17	4	3	18	5	22	11	7	8	7	33
Investments	60	62	62	65	87	128	128	126	123	315	312	422	443
Other Assets	1,017	1,169	1,094	1,140	1,327	1,352	1,268	1,222	1,529	1,427	1,767	1,960	1,763
Total Assets	1,258	1,422	1,333	1,371	1,608	1,697	1,606	1,570	1,890	2,000	2,350	2,684	2,539

Cash Flows

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	163	-0	206	88	-26	194	200	273	186	127	77	252
Cash from Investing Activity	-21	-36	-11	-13	-68	-94	-0	-38	-31	-232	-21	6
Cash from Financing Activity	-138	31	-192	-78	92	-99	-201	-234	-147	94	-39	-212
Net Cash Flow	4	-5	3	-3	-2	1	-1	1	8	-10	17	46

Ratios

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Debtor Days	52	39	54	58	60	52	38	20	30	18	20	17
Inventory Days	175	168	179	155	185	188	164	194	198	138	163	182
Days Payable	24	19	20	14	22	28	22	36	86	39	59	80
Cash Conversion Cycle	203	188	213	199	223	212	180	178	141	117	124	119
Working Capital Days	15	15	15	20	84	76	76	88	81	89	97	90
ROCE %	11%	11%	11%	13%	10%	11%	12%	13%	13%	16%	14%	15%

Shareholding Pattern

Numbers in percentages

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	56.82%	51.00%	51.00%	51.00%	51.00%	51.00%	51.00%	51.00%	51.00%	51.00%	51.00%	51.00%
FIIs	5.31%	5.04%	6.48%	6.01%	5.73%	5.14%	5.89%	8.03%	9.33%	9.79%	10.15%	10.12%
DIIs	3.30%	3.00%	3.29%	5.08%	5.12%	4.08%	5.67%	5.76%	5.86%	6.16%	7.22%	8.34%
Public	34.57%	40.94%	39.22%	37.89%	38.15%	39.76%	37.44%	35.19%	33.80%	33.04%	31.61%	30.52%