LTFOODS / language trends

Read confidence between the lines.

LT Foods · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q3-FY26 · Ashwini Kumar Arora

January we are seeing little bit slowdown in the mainstream but that will be more clear in JFM because sometimes people buy before the price increase. So this quarter the things will be more clear on how it is impacting the consumption.

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Q3-FY26 · Ashwini Kumar Arora

The pressures are very temporary because of this all this disruption geopolitically. The goal we have given what advice is that on the gross margin terms we are in the range of 20 and we wanted to move to 23 and business is very well placed on a structural level.

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Q3-FY26 · Sachin Gupta

We are covering ourselves roughly 80% of our paddy requirements and whatever the price in procurement has happened we will try to pass on to consumer some part of it and some part of it we have to evaluate how this duty impact goes away. By quarter end we will be more clear on the margin side.

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Q4-FY26 · Ashok Kumar

Our core business continues to perform strongly with basmati and specialty rice contributed 88% of the revenue delivered a 29% revenue growth in financial year 26.

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Q4-FY26 · Shashin Gupta

We are confident that we will be in the range of 12% (EBITDA margin).

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Q4-FY26 · Ashok Kumar

In the next 2 years we will be 30 million which is 300 crore (RTH revenue).

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