LT Foods earnings calls.

LT Foods delivered a strong Q4 FY26 with revenue of ₹2,938 croreCurrent reported value: ₹2,938 crore. No comparable prior figure is available in the source record. and EBITDA of ₹300 croreCurrent reported value: ₹300 crore. No comparable prior figure is available in the source record., though margins were impacted by US tariffs and brand investments. The core basmati & specialty rice segment grew 29%Current reported value: 29%. No comparable prior figure is available in the source record. (21% normalized) to ₹9Current reported value: 9. No comparable prior figure is available in the source record.,742 crore for the full year, driven by premiumization and market share gains in North America (53% revenue growth) and Europe (34%). India business posted 10% value and 12% volume growth, with quick-commerce surging 45%+. The RTH/RTC segment grew 2.5x over five years to ₹187 crore but faced capacity constraints; new capacity is expected from Q2 FY27. Management guided for 10-12% long-term revenue growth and EBITDA margin improvement toward 12% as brand investments normalize. Key risk: US tariff volatility and Middle East freight disruption could pressure near-term margins.