LT Foods Q1 revenue rises 26% as North America growth accelerates
LT Foods reported Q1 FY27 consolidated revenue of ₹3,161 crore, up 26% year-on-year, while profit after tax increased 9% to ₹183 crore. Basmati and Specialty Rice sales rose 34%, with North America revenue growing 49%.
What happened
LT Foods reported strong Q1 FY27 performance, with consolidated revenue rising 26% to ₹3,161 crore and profit after tax up 9% to ₹183 crore. Basmati and
Key facts
- Consolidated revenue: ₹3,161 crore, up 26% year-on-year from ₹2,501 crore
- Profit after tax: ₹183 crore, up 9% year-on-year
- Basmati and Specialty Rice segment: 90% of revenue; sales up 34%
- North America growth: 49% year-on-year
- NSE closing share price: ₹410.35, up 3.34%
- Market capitalisation: ₹14,338 crore
Why this matters
Accelerating North American sales and premium rice-category momentum make LT Foods a stronger partner or target in branded ethnic and specialty food platforms.
What to watch
- North America revenue growth rate and whether it remains above 40% year-on-year.
- PAT and EBITDA margin progression relative to revenue growth.
- Paddy and basmati rice procurement prices, inventory levels and gross-margin commentary.
- US/Canada retail distribution additions, shelf-space gains and private-label versus branded sales mix.
- Indian rice export regulations, tariffs, freight rates and INR/USD movement.
- Growth in specialty rice, organic, ready-to-eat and other value-added categories versus core basmati volumes.
- Increase sourcing and inventory planning ahead of the next paddy procurement cycle to protect availability and margins.
- Prioritize premium basmati, organic, ready-to-eat and value-added specialty-rice launches in North America.
- Expand retail distribution and foodservice partnerships in the US and Canada while increasing brand marketing behind Royal and other flagship labels.
- Use the stronger sales base to improve overseas warehousing, supply-chain efficiency and cross-selling of convenience-food categories.
- Manage receivables, inventory and currency exposure closely as international revenue becomes a larger share of growth.