Lt Foods Limited · NSE:LTFOODS
Lt Foods — H1 FY27 Earnings Presentation
38 slides from Lt Foods's earnings presentation, Oct 27, 2026
Slide 1: Stock exchange cover letter for revised investor presentation
Ref-LTF/ SE/ 2026-27 Date: October 27, 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: Revised Investors Present
Slide 2: Investor Presentation Q2 & H1 FY27
INVESTOR PRESENTATION Q2 & H1 FY27 27 October 2026
Slide 3: Contents
Contents Index Slide # • Executive Summary 03 • Growth Performance 05 • Business Segments 10 • Consumer & Brand Investments 19 • Growth Drivers & Strategic Priorities 26 • Shareholding Information 35 LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 2
Slide 4: Executive Summary
Executive Summary LT F OODS NURTURING GOODNESS Double-digit growth, a net-cash balance sheet and brands scaling globally International: 71% of H1 revenue India: 29% of H1 revenue CONSOLIDATED · H1 FY27 REVENUE* (₹ Cr) EBITDA (₹ Cr) ▲ 17% YoY PAT (₹ Cr) ▲ 9% YoY ▲ 22% YoY 6,414 721 364 18% Normalized
Slide 5: Executive Summary
Executive Summary LT F OODS NURTURING GOODNESS Double-digit growth, a net-cash balance sheet and brands scaling globally — International is 71% India is 29% of H1 FY27 revenue FINANCIAL UPDATE BUSINESS UPDATE — H1 FY27 MARKETS UPDATE — H1 FY27 Margins India — 29% of revenue Gross margin 34.4% → 32.5
Slide 6: Growth Performance
GROWTH PERFORMANCE Q2 & H1 FY27
Slide 7: Q2 FY27 Financial Highlights
Q2 FY27 Financial Highlights REVENUE* GROSS PROFIT EBITDA 17% 12% 13% 3,253 948 1,058 358 2,772 316 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Growth across segments and geographies % to revenue: 34.2% → 32.5% % to revenue: 11.4% → 11% Due to change in shipment terms with related parties Due to remod
Slide 8: H1FY27 Financial Highlights
H1FY27 Financial Highlights REVENUE* GROSS PROFIT EBITDA 22% 15% 17% 6,414 2,087 721 5,273 1,815 619 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Growth across segments and geographies % to revenue: 34.4% → 32.5% % to revenue: 11.7% → 11.2% Normalized 18% (including Golden Star) Due to change in shipme
Slide 9: Disciplined Capital Allocation Supporting Sustainable Growth
Disciplined Capital Allocation Supporting Sustainable Growth Key Metrics H1 FY26 H1 FY27 Inventory Days 187 159 Trade Payable Days 43 42 Trade Receivable Days 29 26 Working Capital Days 174 143 Return on Capital Employed % 22.0 22.4 Return on Equity % 16.5 15.7 Interest Coverage (times)* 11.8 13.8 *
Slide 10: A decade of growth underpinned by a future-ready global organisation
A decade of growth is underpinned by a future-ready global organisation FINANCIAL COMPOUNDING × INSTITUTIONAL CAPABILITY = DURABLE STAKEHOLDER VALUE 3.3× Revenue scale-up FY17 to FY26 ~14% Revenue CAGR FY17 to FY26 ~20% PAT CAGR FY 17 to FY26 ~35% ROCE CAGR FY17 to FY26 11,023 3.3× in nine years 8,7
Slide 11: Business Segments
Business Segments: 1. Basmati & Other Speciality Rice 2. Organic Foods & Ingredients 3. Ready-to-eat, Ready-to-heat & Ready-to-cook
Slide 12: Business Segment Performance
Business Segment Performance ORGANIC FOOD AND SEGMENTS BASMATI & OTHER SPECIALITY RICE RTH & RTC INGREDIENTS Period H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Revenue Share % 87% 90% 11% 8% 2% 2% Revenue (INR in Crs) 4,552 5,764 583 520 95 102 Revenue Growth % 24% 27% 26% -11%* -5% 8% (Normaliz
Slide 13: LT Foods is Known for its most trusted brands in 85+ Countries
1. BASMATI & OTHER SPECIALTY RICE From India to Global Kitchens LT Foods is 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
Slide 14: India: A Strong Consumption Story | International: A Scalable Growth Opportunity
India: A Strong Consumption Story | International: A Scalable Growth Opportunity Middle East & Rest Segmental (H1FY27) India North America Europe of the World Revenue Mix % 29% 50% 12% 9% 21% YoY Growth % 24% 0%** 25% (13% Normalized Growth*) HH penetration @ 67.5 Lacs ‘Royal’ commands a 60% +
Slide 15: Purpose Driven, For a Better Tomorrow
2. ORGANIC FOODS & INGREDIENTS Purpose Driven, For a Better Tomorrow CERTIFIED, TRACEABLE & FARMER-CONNECTED 350 Agri team strength 80,000 Farming families association 135 Farming groups (ICS) LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 14
Slide 16: Purpose Driven, For a Better Tomorrow: Q2 FY27 Updates
2. ORGANIC FOODS & INGREDIENTS Purpose Driven, For a Better Tomorrow Q2 FY27 UPDATES EUROPE | ACQUISITION INDIA | RECOGNITION Controlling stake in Leev.nu B.V. SKOCH Award: Sustainable Production of Organic & Fairtrade Rice • Nature Bio Foods B.V. (NBF) acquired an additional 40.75% in • Category ‘E
Slide 17: Aligned with consumer preference for convenient food solutions
3. Ready-to-eat, 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 | Q2 & H1 FY27 16
Slide 18: Convenience-led Portfolio: Ready-to-eat, Ready-to-heat & Ready-to-cook
Convenience-led Portfolio: Ready-to-eat, Ready-to-heat & Ready-to-cook READY-TO-EAT READY-TO-HEAT 17% YoY Growth 7% YoY Growth READY-TO-COOK BIRYANI KIT THAI GREEN CURRY RICE CUPPA RICE 28% YoY Growth in Biryani Kit LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 17
Slide 19: Key Launches in Q2 FY27
Key Launches in Q2 FY27 USA | GOLDEN STAR® ENTERS READY-TO-HEAT INDIA | DAAWAT® DELIGHT LAUNCH INDIA | DAAWAT® ROZANA PLATINUM LAUNCH #1 60 sec Chef Ranveer Brar 590M+ 16 mm 2 years Jasmine Rice brand, U.S. ready in just 60 seconds Brand ambassador campaign impressions cooked grain (up to) aged (up
Slide 20: Consumer & Brand Investments
CONSUMER & BRAND INVESTMENTS Q2 FY27
Slide 21: INDIA | Daawat Delight: Integrated Launch and consumer engagement
INDIA | Daawat Delight: Integrated Launch and consumer engagement Celebrity-led 360° launch Influencer-led campaign to build relevance Celebrity Chef Ranveer Brar fronts the new campaign, built on Creators cooking with Daawat Delight to reach home cooks. ‘Superior Flavour Absorption’. 590M+ 280M+ 80
Slide 22: Dil Ka Khayal: 98M Views on World Heart Day
Dil Ka Khayal: 98M Views on World Heart Day One awareness-day campaign put Daawat in the health and wellness conversation at scale. 98M Scale Reach built from a single 3% Quality Audiences engaged with the content, not just 212K+ Advocacy Viewers passed it on, extending reach beyond Views awareness-
Slide 23: USA | Key Campaigns & Omnichannel Execution
USA | Key Campaigns & Omnichannel Execution PAID / OWNED MEDIA Key Campaigns: Royal® Key Campaigns: Daawat® METRICS Royal Daawat Jute Refresh: Crafted for Generations to World Biryani Day Come Drive awareness and engage consumers Total Impressions 379.2M 7.3M (+1,044%) (+55%) Drive Awareness of the
Slide 24: USA | Royal Chef's Secret Range Relaunch
USA | Royal® Chef’s Secret Range Relaunch Objective: Brand & Packaging refresh in line with the positioning. Reassure consumers that product remains unchanged despite the refresh, highlight new Low GI claim on Sella. Digital Campaign Influencer Campaign Packaging Transition Awareness In-Store Suppor
Slide 25: Europe | Building Consumer Reach & Retail Visibility
EUROPE| Building Consumer Reach & Retail Visibility LT FOODS EUROPE LT FOODS UK Germany: DAAWAT® DAAWAT® Wali In-store sampling Netherlands: Indus Creamy Sella Diwali Long-term signage Valley • Sampling drive at Star • 3,000+ consumers • Creator ambassador • Live at 25 Supermarket, • Live at 4 leadi
Slide 26: Middle East | Building Brand Connect, Trial & Scale-up
Middle East | Building Brand Connect, Trial & Scale-up Chef Partnership Health Range In-Store Trials Saudi Arabia 1.2M Black & Red ~1,000 Highest-ever Daawat Mazza offtakes at Othaim reach on introductory video Quick Cooking Rice launched in UAE consumer touchpoints Retail Chef-led brand building in
Slide 27: Growth Drivers & Strategic Priorities
GROWTH DRIVERS & STRATEGIC PRIORITIES
Slide 28: Continuing On The High-growth Global FMCG Business
Continuing On The High-growth Global FMCG Business Four priorities driving sustained, profitable growth SCALE PROFITABILITY GROWTH MARGIN EXPANSION • Further solidifying the CORE • Building economies of scale business • Adding efficiencies across the value • Widening distribution channels chain • Ex
Slide 29: Continuing On The High-growth Global FMCG Business: Profitability & Scale
Continuing On The High-growth Global FMCG Business Four priorities driving sustained, profitable growth | Profitability & Scale SCALE GROWTH PROFITABILITY • Further solidifying the CORE MARGIN EXPANSION business • Building economies of scale • Widening distribution channels • Adding efficiencies acr
Slide 30: Opportunity Landscape For Our Basmati And Specialty Rice Business
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 31: Driving Growth Through Brands, Innovation & Distribution
Driving Growth Through Brands, Innovation & 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
Slide 32: Sustainability & Future-Readiness
Continuing On The High-growth Global FMCG Business Four priorities driving sustained, profitable growth | Sustainability & Future-Readiness FUTURE-READINESS CAPABILITY SUSTAINABILITY BUILDING BEING RESPONSIBLE • Driving digital • Embedding ESG in the culture transformation of the organisation • Buil
Slide 33: ESG Initiatives: Driving Sustainable & Responsible Growth
ESG Initiatives: Driving Sustainable & Responsible Growth A FULLY INTEGRATED, TRACEABLE VALUE CHAIN — FROM SEED TO CONSUMER PLATE 1 2 3 4 5 6 SEED FARMER PROCUREMENT MANUFACTURING DISTRIBUTION CONSUMER • High-quality & resilient • Climate-smart farming • Responsible sourcing • Renewable energy • Log
Slide 34: A future-ready global organisation sustains this growth
A future-ready global organisation sustains this growth FINANCIAL COMPOUNDING × INSTITUTIONAL CAPABILITY = DURABLE STAKEHOLDER VALUE CAPABILITY THAT SUSTAINS IT 2,800+ 58% EQUAL GLOBAL TALENT NEXT-GEN WORKFORCE INCLUSIVE CULTURE Employee strength across markets Millennials & Gen Z: ambition with exp
Slide 35: Digital Transformation Driving Future Growth
Digital Transformation Driving Future Growth • Enhance Customer Experience which enable Growth • Margin Expansion for better Profitability • Real time visibility of Data for Sustainable Business better Transparency • Enhance Agility, Efficiency & Productivity in operations • Strong Controls & Compli
Slide 36: Shareholding Information
Shareholding Information 20.3% 51.0% Shareholder Information as on 30 September 2026 Promoters Mutual Funds BSE Ticker 532783 9.2% FPIs / FIIs (Others) FIIs (SALIC) NSE Symbol LTFOODS Others Bloomberg LTFOODS:IN 8.3% Market Capitalisation (₹ Crs)* 13,907 11.2% Free – Float share % 40.0% Free Float M
Slide 37: 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 38: Ms. Monika Chawla Jaggia, LT Foods Ltd.
Ms. Monika Chawla Jaggia (Chief Corporate Development Officer) E-mail: [email protected] 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