LT Foods posts 26% Q1FY27 revenue growth to ₹3,161 crore; PAT rises 9%

LT Foods reported Q1FY27 revenue of ₹3,161 crore, up 26% year on year, while PAT rose 9% to ₹183 crore. EBITDA grew 20% to ₹363 crore, with margin improving 130 bps sequentially to 11.5%.

— Source publishedFri, 31 Jul, 2026, 13:20 IST·First seen Fri, 31 Jul, 2026, 13:24 IST·Source Mint · Markets

What happened

Indian FMCG company LT Foods reported Q1FY27 revenue growth of 26% YoY to ₹3,161 crore and PAT growth of 9% to ₹183 crore. Shares rose nearly 5%, while the

Key facts

  • Q1FY27 PAT: ₹183 crore, up 9% YoY and 35% QoQ
  • Q1FY27 revenue: ₹3,161 crore, up 26% YoY and 8% QoQ
  • Q1FY27 EBITDA: ₹363 crore, up 20% YoY and 21% QoQ
  • PAT margin: 5.8%, up 120 bps QoQ and down 90 bps YoY
  • EBITDA margin: 11.5%, up 130 bps QoQ and down 60 bps YoY
  • Share price rose 4.8% intraday to ₹416.60
  • Recommended final dividend: ₹1 per share
  • Dividend record date: 18 September 2026

Why this matters

LT Foods’ ₹3,161 crore quarterly revenue scale and improving 11.5% EBITDA margin strengthen its capacity to pursue growth partnerships or category expansion.

What to watch

  • Whether EBITDA margin holds above the 11.5% Q1 level in Q2 and Q3 despite procurement and freight costs.
  • Paddy and basmati rice price trends, crop forecasts, monsoon outcomes and inventory levels ahead of the new harvest.
  • Growth split between India, international branded sales and bulk/private-label business.
  • PAT growth catching up with revenue growth, indicating that margin expansion and lower cost ratios are becoming durable.
  • Export demand trends in the US, Europe and Middle East, including currency, tariffs, shipping rates and any food-import regulatory changes.
  • Management commentary on premium-product mix, distribution additions, advertising spend and full-year margin guidance.
  • Prioritize premium branded basmati, ready-to-cook and value-added products to improve mix rather than rely only on commodity-led volume.
  • Use stronger cash generation to deepen North America, Europe and Middle East distribution, where branded rice can command better realization.
  • Increase paddy procurement, inventory hedging and supplier arrangements ahead of the next crop cycle to protect availability and gross margin.
  • Maintain selective advertising and trade investment behind Daawat and Royal brands while monitoring whether customer acquisition costs dilute operating leverage.
  • Potentially accelerate capacity, packaging and supply-chain investments if export and branded-demand momentum persists.