LT Foods Limited · NSE:LTFOODS
LT Foods — H1 FY2019 Earnings Presentation
12 slides from LT Foods's earnings presentation, Nov 15, 2018
Slide 1: Earnings Presentation Q2 & H1 FY2019
Earnings Presentation Q2 & H1 FY2019
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by LT Foods Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, a
Slide 3: Table of Contents
Table of Contents 1 Performance Snapshot 2 Competitive Advantages 3 Strategy at Work 4 Q2 & H1 FY19 Results Table & Highlights 3
Slide 4: Performance Snapshot – YTD as on September 30, 2018
Performance Snapshot – YTD as on September 30, 2018 GROWTH 10% 9% 17% Revenue PAT Cash Profit 69% Vs. 225 Vs. 1.06 Vs. TRANSFORMATION 64% 231 1.92 Working Capital Branded Debt- Equity Days (Y-o-Y) Portfolio (Y-o-Y) Ratio (Y-o-Y) 15% 16% SUSTAINABILITY Consumer Pack International 10% Revenue Consumer
Slide 5: Competitive Advantages
Competitive Advantages Leading Branded Sustainable & specialty rice company Integrated business with strong brands like model ‘Daawat’ and ‘Royal’ Management of Corporate Presence across Governance of growing & stable international economies standard Strong differentiators & Extensive entry barriers
Slide 6: Strategy at Work
Strategy at Work Grow India Basmati Business Strengthen Business in the International Markets • Multi-tiered brand architecture across value • Reaching out to Basmati community bands across globe • Adding more products for local diaspora Establish Organic Business Sustainability Globally • Farmer-co
Slide 7: Financial Snapshot – Q2 & H1 FY19
Financial Snapshot – Q2 & H1 FY19 Amount in Rs. Crore Revenue Perspective Q2 FY19 Q2 FY18 Growth (%) H1 FY19 H1 FY18 Growth (%) Branded 535 509 5% 1,122 1,007 11% Organic Foods 107 91 18% 191 169 13% Others* 290 264 10% 473 450 5% Total Revenue 932 864 8% 1,785 1,626 10% *Others includes revenues fr
Slide 8: Financial Snapshot – H1 FY19
Financial Snapshot – H1 FY19 Amount in Rs. Crore H1 FY19 H1 FY18 H1 FY19 H1 FY18 FY18 Particulars Growth (%) Growth (%) Consolidated Standalone Standalone Consolidated Consolidated Total Revenue 1,016 983 3% 1,785 1,626 10% 3650 Gross Profit 185 206 -10% 465 498 -5% 979 Margins 18.2% 20.9% 26.1% 30.
Slide 9: Management Commentary
Management Commentary Commenting on the Q2 & H1 FY19 performance, Mr. Ashwani Arora, Managing Director and CEO, LT Foods said: “I am glad to highlight that we have continued the positive momentum from the previous half year and demonstrated solid growth during the half year under review. This was re
Slide 10: Conference Call Invite
Conference Call Invite LT Foods Limited – Q2 & H1 FY19 Earnings Conference Call Time • 3:30 pm IST on Thursday, November 15,2018 Local dial-in numbers • Primary number: +91 22 6208 1141 / 7115 8042 International Toll Free • Hong Kong: 800 964 448 Number • Singapore: 800 1012045 • UK: 0 808 101 1573
Slide 11: About LT Foods Limited
About LT Foods Limited LT Foods Ltd. [NSE: DAAWAT, BSE: 532783], is a For further information, please contact: leading consumer friendly, Indian food Company Monika Chawla Jaggia offering prominent brands aimed at a global customer for Basmati and other Specialty Rice, LT Foods Ltd. Organic Foods an
Slide 12: Thank You
BIRYANI BASMATI RICE WHITE BASMATI RICE we , - ft a ) = S, : Thank You LT Foods | DAAWAT] Reon ecalfl Devaaya: @ Ge Ses) :"o