LTFOODS / guidance tracker

Keep management guidance in view.

LT Foods · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Double-digit revenue growth for FY26

Management maintained double-digit revenue growth guidance for FY26, though normalized growth (excluding Golden Star and tariffs) is tracking at 12% for 9M.

revenue

RTH/RTC break-even at Rs 400 crore revenue

Management targets EBITDA break-even for Ready-to-Heat/Cook segment once it crosses Rs 400 crore revenue threshold, expected within next three years with ongoing investments.

margins

Middle East 20% annual growth target

Management targets 20% YoY growth in Middle East region from current base, with Saudi Arabia branded revenue doubling YoY to Rs 35 crore in 9M.

growth

UK revenue target: £100 million in 5 years

UK business targeting to double from current ~£45 million to £100 million over five years, with new capacity coming online.

expansion

Revenue growth 10-12% long-term

Management expects organic revenue growth of 10-12% on a long-term basis, supported by global demand and new product launches.

revenue

EBITDA margin improvement to ~12%

Management aims to improve EBITDA margins to around 12% as brand investments normalize and scale benefits materialize.

margins

Capex of ~₹330 crore in FY27

Capex for FY27 expected to be in the same range as FY26 (~₹330 crore), focused on capacity expansion in India, US, and Europe.

capex

RTH capacity operational from Q2 FY27

Enhanced RTH capacities expected to become operational from Q2 FY27, addressing current capacity constraints.

expansion