Lt Foods Limited · NSE:LTFOODS
Lt Foods — FY2026 Earnings Presentation
49 slides from Lt Foods's earnings presentation, May 14, 2026
Slide 1: Stock exchange cover letter for investor presentation
Ref-LTF/ SE/ 2026-27 Date: May 14, 2026 To, BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai- 400001 Bandra (E), Mumbai – 400 051 Ref. Code: 532783. Scrip ID: LTFOODS Sub: Investors Presentation for th
Slide 2: Investor Presentation 12M & Q4 FY2026
INVESTOR PRESENTATION 12M & Q4 FY2026 14th May 2026
Slide 3: Contents
Contents Index Slide # • LT Foods – At a Glance 03 • Growth Performance 05 • Business Segments 11 • Consumer & Brand Investments 23 • Other Strategic Update 35 • Growth Drivers & Strategic Priorities 38 • Responsible Growth Journey 43 LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 4: LT Foods At a Glance
NURTURING GOODNESS LT Foods At a Glance
Slide 5: Building a Global Food FMCG Powerhouse
Building a Global Food FMCG Powerhouse Most Loved Product Portfolio Legacy Global Footprint Brands Expansion 70+ years of DAAWAT®, Royal, Presence in 85+ Keeping in pace with changing consumer Industry Experience Golden Star, 817 countries preferences Elephant, Ecolife, (well-entrenched global distr
Slide 6: Growth Performance
GROWTH PERFORMANCE 12M & Q4 FY2026
Slide 7: 12M FY26 Financial Highlights
12M FY26 Financial Highlights REVENUE* GROSS PROFIT EBITDA 1,067 1,236 8,770 11,023 FY25 FY26 FY25 FY26 • Normalized Growth 19% (excluding US Tariff) • Normalized 35.3% (Excluding US Tariff & • Normalized 11.8% (Excluding US Tariff) due to • Accelerated brand investments; change in Shipment Terms fr
Slide 8: Q4 FY26 Financial Highlights
Q4 FY26 Financial Highlights REVENUE* GROSS PROFIT EBITDA 2,938 290 300 2,260 828 915 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 • Normalized Growth 13% (excluding US Tariff) • Normalized 36% (Excluding US Tariff & change in • Normalized 11.1% (Excluding US Tariff) vs 12.8% YoY • Accelerated brand in
Slide 9: Segmental Financial Highlights
Segmental Financial Highlights ORGANIC FOOD AND SEGMENTS BASMATI & OTHER SPECIALITY RICE RTH & RTC INGREDIENTS Period 12M FY26 Q4 FY26 12M FY26 Q4 FY26 12M FY26 Q4 FY26 Revenue Share % 88% 90% 9% 7% 2% 2% Revenue (INR in Crs) 9,742 2,649 1,016 209 187 49 Revenue Growth % 29% 35%* 9% -9% -1%*** 9% Vo
Slide 10: Disciplined Capital Allocation Supporting Sustainable Growth
Disciplined Capital Allocation Supporting Sustainable Growth Key Metrics 12M FY25 12M FY26 Inventory Days 277 248 Trade Payable Days 113 101 Trade Receivable Days 31 28 Working Capital Days 196 176 Return on Capital Employed % 21.0% 20.4% Return on Equity % 16.8% 14.9% Interest Coverage (times) 10.0
Slide 11: 10 Years' Financial Highlights
Consistent growth anchored in trust creating long-term value creation for stakeholders 10 Years' Financial Highlights 22% 21% 20% 18% 16% 16% 2,980 4,773 5,451 6,979 7,822 8,770 11,023 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Revenue (INR in Crs) ROCE% LT FOODS INVESTOR PRESENTATION |
Slide 12: Business Segments
Business Segments: 1. Basmati & Other Specialty Rice 2. Organic Foods & Ingredients 3. Ready-to-heat & Ready-to-cook
Slide 13: Basmati & Other Specialty Rice: From India to Global Kitchens
1. BASMATI & OTHER SPECIALTY RICE From India to Global Kitchens LT Food’s Known for its most trusted brands in more than 85+ Countries 2nd Largest Basmati #1 Basmati brand in Regionally strong #1 Jasmine brand in brand in India North America Basmati brand the USA Leading brand in Far East & Africa P
Slide 14: India and International Growth Opportunity
India: A Strong Consumption Story | International: A Scalable Growth Opportunity Middle East & Rest Segmental (FY26) India North America Europe of the World Revenue Mix % 29% 48% 15% 8% YoY Growth % 10% 53% (8% Normalized Growth*) 34% -7% MAT Mar’26 Market Share @ ‘Royal’ commands a 60% + 5-years
Slide 15: Organic Foods & Ingredients: Purpose Driven
2. ORGANIC FOODS & INGREDIENTS Purpose Driven, For a Better Tomorrow +30 years of industry experience +110,000 Ha organic farmland +INR 1016 crores Revenue (FY26) +12% (5 Years’ Revenue CAGR) Explore the tales of farming dedication & innovation: We own 30% stake of the European organic foods brand,
Slide 16: Pioneers of Indian Organic exports
ORGANIC FOODS & INGREDIENTS Pioneers of Indian Organic exports We are the Leaders in most of the food categories we deal in 25 +12% Countries which Share in India’s form our partner exports of organic base food +78% +85% Share in India’s Share in India’s exports of organic exports of organic rice fl
Slide 17: Organic Business Update
Organic Business |Update Our Organic Foods & Ingredients business delivered 9% YoY growth in FY26 and remains well positioned to benefit from the increasing global shift towards health-conscious and sustainable food consumption. FY26 performance was impacted by certain long term investments and
Slide 18: Ready-to-heat & Ready-to-cook
3. Ready-to-heat & Ready-to-cook Aligned with consumer preference for convenient food solutions REVENUE (INR IN CRS) 187 75 FY21 FY26 LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 19: Convenience-led Ready-to-Eat & Ready-to-Heat Range
Convenience-led Portfolio of Ready-to-Eat & Ready-to-Heat Range for Modern Consumers READY-TO-EAT READY-TO-HEAT LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 18
Slide 20: Innovative Ready-to-Cook Solutions
Innovative Ready-to-Cook Solutions for Evolving Consumer Lifestyle BIRYANI KIT THAI GREEN CURRY RICE CUPPA RICE LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26 19
Slide 21: New launches aligned with long-term growth strategy
New launches collectively target Health, Premiumisation & Global Taste Trends – aligned with LT Foods long-term growth strategy Krispy Hopu Health Jasmine Thai Rice Premium Cuban Black Beans & Rice Convenience RICE CRACKERS GLOBAL GOURMET SEASONED BASMATI No palm oil • Vegan • Premium Thai Hom Mali
Slide 22: Key Product Launches in Q4 FY26
Key Product Launches in Q4 FY26 Organic Products Certified Traceability of Origin Authentic Biryani, now made effortless- Now in a convenient 500g pack | Bring variety to your meals with bringing restaurant style biryani home wholesome, fibre-rich and antioxidant-packed rice LT FOODS INVESTOR PRESEN
Slide 23: Ready-to-Eat & Ready-to-Heat Range Update
Ready-to-Eat & Ready-to-Heat Range |Update RTH & RTC portfolio continues to witness strong consumer traction, driven by rising demand for convenience-led and global food solutions. Business has grown ~2.5x over FY21–FY26, supported by innovation across meal kits, seasoned rice and ready meal cat
Slide 24: Consumer & Brand Investments
CONSUMER & BRAND INVESTMENTS 12M & Q4 FY2026
Slide 25: India: Expanding Consumer Reach Across India
INDIA | Expanding Consumer Reach Across India 360o Thematic Campaigns to strengthen brand equity 630 M+ Impressions 310 M+ Views 90 M+ Reach LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 26: India: Leveraging Health & Wellness Trends
India | Leveraging Health & Wellness Trends to Drive Consumer Adoption 50+ Creators 26m+ Views 400k+ Engagement LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 27: India: Building Relevance Through Occasion-led Campaigns
INDIA | Building Relevance Through Occasion-led Campaigns Biryani kit trial and awareness program Influencer led festive Campaign tap on cultural relevance Leveraging recipes to drive connect 100 M+ Views LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 28: India: Building Trust Through Transparency and Traceability
INDIA | Building Trust Through Transparency and Traceability ◆ Premium Organic Segment Taps into high-growth organic food market; premiumisation of DAAWAT brand ◆ Dual Certification USDA Organic, OneCert & India Organic — strengthens export credentials ◆ Digital Traceability (KYC) QR-code driven 'Kn
Slide 29: USA: High Impact Media Campaigns for ROYAL Relaunch
USA | High Impact Media campaigns to support the ROYAL® Brand relaunch Times Square: An Iconic Bag meets an Iconic Billboard Royal brand video featured on a high-visibility digital billboard in Times Square, NYC, generating 11M+ Impressions with over 2000 spots from Mar 23rd-Mar 29th Video Highlig
Slide 30: USA: Strengthening Growth Momentum
USA | Strengthening Growth Momentum in the US Market INFLUENCERS GIVEAWAY INFLUENCERS GIVEAWAY 75 entries | 3 winners 1.5K engagements| 10K imps Pardah Pulao Chicken Mandi 455 entries @cookingwithlamees @cookingwithlamees 3 winners 35.6 video views 21.7 video views 9.14% engagement rate 11.9% engage
Slide 31: USA: Linear Media & Digital Cricket Campaign
USA |ROYAL & DAAWAT®: High visibility Linear Media & Digital Cricket Campaign Linear Media campaign on Willow TV (Core South Asian audience focused) Cricbuzz Campaign • No of spots: 650 spots (15 second TVC) – Royal & Daawat • ROYAL delivered 11.6M Impressions, DAAWAT delivered 3.5M Impressions DAAW
Slide 32: Europe: Expanding Consumer Reach
EUROPE | Expanding Consumer Reach Across High-growth Markets LT Foods UK was one of the proud exhibitors at the IFE-International Food & Drink Event 2026, showcasing the Daawat brand DAAWAT® Extra Long Basmati recognised as ‘Product of the Year 2026’ in the U.K LT FOODS INVESTOR PRESENTATION | 12M &
Slide 33: Far East: Building Consumer Preference
FAR EAST |Building Consumer Preference Through Multi-channel Engagement Celebrity Led Communication Digital Heavy Media Outdoor Visibility SRK as global brand • Digital Films Influencer videos ambassador will help break 100 + strategic • the clutter and reach new to drive relevance sites through wid
Slide 34: Middle East: Deepening Consumer Penetration
Middle East |Deepening Consumer Penetration Across Strategic Markets New Launch of Daawat Thai Curry Kit in Qatar| Strengthening In-store Visibility SRK Packs UAE and Consumer Engagement Across Modern Trade Channels Rolled out in Middle East Saudi Arabia | Successful Launch of Daawat Mazza Basmati R
Slide 35: Middle East: Leveraging Festive Occasions
Middle East | Leveraging Festive Occasions to Drive Consumer Engagement Influencer led festive Campaign tap on cultural relevance LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 36: Other Strategic Updates
ys LT FOods OTHER STRATEGIC UPDATES
Slide 37: CVD Update
CVD Update The preliminary determination under the Countervailing Duty (CVD) investigation concerning Ecopure Specialities Limited (a fellow subsidiary of LT Foods Limited) was received earlier, pursuant to which both the Petitioners (local industry body) and the Respondent (Ecopure Specialities Lim
Slide 38: Building a Future-ready Global Organisation
Building a Future-ready Global Organisation Global Manpower 2,800+ employee strength globally Talent Magnet 58% millennials & Gen Z (blend of ambition & experience) Inclusion Equal Opportunity Employer LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 39: Growth Drivers & Strategic Priorities
GROWTH DRIVERS & STRATEGIC PRIORITIES
Slide 40: Continuing On The High-growth Global FMCG Business
Continuing On The High-growth Global FMCG Business MARGIN EXPANSION GROWTH Building Economies of Scale Further solidifying the CORE business Adding efficiencies across the value chain Widening distribution channel Driving premiumisation Expanding product portfolio and entering newer geog
Slide 41: Opportunity Landscape For Basmati And Specialty Rice
Opportunity Landscape For Our Basmati And Specialty Rice Business India North America Europe Middle East Basmati and Specialty Rice Market 50,000+ 35,000+ 7,500+ 40,000+ (est.) (INR in crs.) Expected Industry CAGR 10-12% 10-12% 6-8% 9-10% Sources of Growth 1 Growth in Category and Premiumisation Ind
Slide 42: Investing Behind Brands, Innovation and Distribution
Investing Behind Brands, Innovation and Distribution Strengthening Brand Equity Consumer Engagement For Trials • Improve market share in India • Increase revenue mix of NPD • Further strengthen consumer reach and penetration • Increase consumer acquisition Tapping Emergent and Big Opportunities Conv
Slide 43: Sustainable Business
Build a ‘Smart & Intelligent Enterprise’ which can drive 1.5X ~ 2X BUSINESS VALUE • Enhance Customer Experience which enable Growth • Margin Expansion for better Profitability • Real time visibility of Data for better Sustainable Business Transparency • Enhance Agility, Efficiency & Productivity in
Slide 44: Responsible Growth Journey
“ay LT FOODS NURTURING GOODNESS RESPONSIBLE GROWTH JOURNEY
Slide 45: ESG Initiatives: Driving Sustainable & Responsible Growth
ESG Initiatives: Driving Sustainable & Responsible Growth Read More About It Here LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 46: ESG Initiatives: Nurturing Goodness
ESG Initiatives: Nurturing Goodness 2nd Sustainability Report LT FOODS INVESTOR PRESENTATION | 12M & Q4 FY26
Slide 47: Shareholding Information
Shareholding Information 22.0% Promoters Shareholder Information 51.0% Mutual Funds as on 31 March 2026 BSE Ticker 532783 FPIs / FIIs (Others) 9.2% NSE Symbol LTFOODS FIIs (SALIC) Bloomberg LTFOODS:IN 8.7% Others Market Capitalisation (₹ Crs)* 12,612 9.0% Free – Float share % 40.0% Free Float Market
Slide 48: Safe Harbour
Safe Harbour 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
Slide 49: Contact details
Ms. Monika Chawla Jaggia (Chief Corporate Development Officer) E-mail: monika.Jaggia@ltgroup.in Phone: +91 124-3055101 Website: https://ltfoods.com/ LT FOODS LTD. (CIN: L74899DL1990PLC041790) Registered Office Address: Unit-134, 1st Floor, Rectangle-1, Saket District Centre, Saket, New Delhi-110017