Conference Call with LT Foods Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Agricultural Products company LT Foods announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Total Revenue stood at Rs 2,260, crore; up 8% YoY Gross Profit stood at Rs 828 crore; up 20% YoY EBITDA stood at Rs 290 crore; up 11% YoY Profit After Tax stood at Rs 161 crore, up 7% YoY Cash Profit stood at Rs 214 crore; up 9% YoY FY25 Financial Highlights: Total Revenue stood at Rs 8,770 crore; up 12% YoY Gross Profit stood at Rs 3,030 crore; up 19% YoY EBITDA stood at Rs 1,067 crore; up 8% YoY Profit After Tax stood at Rs 612 crore; up 2% YoY Cash Profit stood at Rs 797 crore; up 6% YoY Ashwani Arora, Managing Director & CEO, LT Foods, said, “FY'25 has been a landmark year for LT Foods, as we crossed the USD 1 billion revenue milestone—a strong reflection of our resilient business model, portfolio of most loved global food brands and deep consumer commitment. Our resilient business model, unwavering focus on quality, and deep understanding of evolving consumer needs have helped us deliver a strong 12% year-on-year revenue growth. Our Basmati and Other Speciality Rice segment grew by 10% YoY, reinforcing our position as the preferred brand for premium Basmati. Our Organic Food and Ingredients business recorded a 29% growth, reflecting the rising demand for health-forward and sustainable food options. The Readyto-Heat (RTH) and Ready-to-Cook (RTC) witnessed normalised growth of 21%. Our international business delivered a strong performance, with all key markets contributing to growth. What's particularly encouraging is the significant margin expansion we achieved, fully aligned with the guidance we shared earlier, and reflective of our operational discipline and strong brand equity globally. In India, we continued to invest in strengthening a future-ready Sales & Distribution Network and successfully completed the rollout of our next-generation Go-to-Market platform. Growth was further accelerated by emerging channels like E-Commerce, Q-Commerce and Modern Trade, which are increasingly becoming key touchpoints for our consumers. Innovation remained at the heart of our growth strategy. We launched a few new products during the year, across categories that meet rising consumer demand for Health & Wellness, Convenience, and Premiumization. This includes DAAWAT® Jasmine Thai Rice, a global gourmet food. We also continue to build and expand roasted glueten free snack range under brand ‘Kari Kari’ with launch of new product ‘Krispy Hopu’ with happy flavour ‘Sweet and Salty’ Going ahead, we stay committed to authenticity, convenience, and bringing wholesome goodness from farm to table. We are also accelerating our digital transformation across the value chain to enhance agility, transparency, and consumer engagement, while deepening and strengthening our Environment, Social and Governance (ESG) commitments to ensure sustainable and responsible growth.” Result PDF
Agricultural Products company LT Foods announced Q3FY25 results Q3FY25 Financial Highlights: Total Revenue stood at Rs 2,288 crore; up 17% YoY. Gross Profit stood at Rs 775 crore; up 22% YoY. EBITDA stood at Rs 263 crore; up 7% YoY. Profit After Tax stood at Rs 145 crore vs. Rs 153 crore in 9MFY25; down by 5% on account of lower profits from JVs & Associates. Cash Profit stood at Rs 191 crore; up 1% YoY. Ashwani Arora, Managing Director & CEO, LT Foods, said: “Our performance in 9MFY25 underscores our ability to adapt to evolving market conditions while aligning with consumer preferences across geographies. With a revenue growth of 14% YoY in 9MFY25, we have strengthened our position as a trusted global food brand. Our Basmati & Speciality Rice business reported remarkable growth of 12% YoY. Our Organic Food & Ingredients segment also reported a significant rise of 36% increase YoY for 9MFY25. Our remarkable growth is a testament to strong brand equity of our flagship brands, DAAWAT® and Royal®, and further strengthening of our well-entrenched global distribution network. In India, our latest offering, DAAWAT® Jasmine Thai Rice, an authentic Thai Hom Mali sourced from Thailand, underlines our commitment to introducing global gourmet food to Indian consumers. We continue to leverage Artificial Intelligence (AI) for greater consumer engagement and greater penetration of our products across consumer segments, In North America, our flagship brand, Royal®, continues to command a 55% market share, while our brand, ‘Golden Star’, stands firm as the #1 Jasmine Rice brand in North America. In Northern Europe, we have maintained our market share of 20%. We further strengthened our footprints in the Middle East by taking our most loved brand, DAAWAT®, along with Hadeel and Mufaddal, to Saudi Arabia. Our new office in Riyadh will act as a hub for LT Foods’ regional operations. Going ahead, we remain committed to Building Resilience and Growing Sustainably. We will continue to invest in brands, stay relevant to consumers and further strengthen our global wellentrenched distribution network. We will also continue to maintain a diversified portfolio, both in terms of category and geography and its expansion based on the changing consumer trends. Our focus on digitisation and sustainability enabled by investments on our brands will continue to strengthen our position as a global FMCG company in the consumer food space.” Result PDF