LTFOODS · Fast Moving Consumer Goods
LT Foods Ltd. reported revenue of ₹3,152 cr for April to June 2026, +27.9% on the year and +8.4% on the quarter. That is faster than this quarter has grown in recent years (+17.7% on average), so the year-on-year number is not just the season. It is the highest quarterly revenue in the last 12 quarters on record. Over the last four quarters revenue comes to ₹11,634 cr, +28.2% on the four before.
Operating profit (EBITDA) was ₹354 cr, a margin of 11.2%, +48 bps on the year and +205 bps on the quarter. Over the last 8 quarters the margin has ranged from 9.2% to 11.6%, averaging 10.9%. Operating costs grew +27.2% against revenue growth of +27.9%, so more of each rupee of sales reached operating profit.
Net profit was ₹183 cr, +8.9% on the year and +34.6% on the quarter, with earnings per share of ₹5.28. Profit before other income, one-offs and tax grew faster, at +29.7%; other income, one-offs or tax held the headline back. The tax rate of 27% is in line with its recent average. Profit over the last four quarters totals ₹640 cr, +2.4% on the four before.
On earnings per share of ₹18.44 over the last four quarters, the stock at ₹417.05 trades at 22.6 times trailing earnings.
Written from the quarterly statements. The filing read adds the balance sheet and cash flow, the auditor's review, segment results, one-off items line by line and what management said on the call.
No check fired. That is a statement about the checks below, not a verdict on the company.
Core profit grew faster than reported profit: one-offs held the headline down.
Reported profit +8.9% on the year; profit before other income, exceptional items and tax +29.7%.
Source: Quarterly statements
Could not run on this quarter: Exceptional items that recur, Cash behind the profit, Receivables against sales, Inventory against sales, Borrowing while holding cash, Auditor's review or audit report, IPO money used as stated, Related-party transactions, Exits, postponements, restatements, Promoter pledges and allotments, Earlier promises against delivery, When the results were filed. Most need the filing read (balance sheet, cash flow, auditor, disclosures).
Net profit a year ago, each driver's change, and net profit now. Blue added profit, red took it away.
| Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | ₹1,942 cr | ₹2,075 cr | ₹2,071 cr | ₹2,108 cr | ₹2,275 cr | ₹2,228 cr | ₹2,464 cr | ₹2,766 cr | ₹2,809 cr | ₹2,907 cr | ₹3,152 cr | ₹3,234 cr |
| YoY | — | — | +16% | +7% | +17% | +7% | +19% | +31% | +23% | +30% | +28% | +17% |
| EBITDA margin | 12.3% | 11.8% | 11.6% | 10.9% | 11.0% | 11.6% | 10.8% | 11.2% | 11.2% | 9.2% | 11.2% | 10.5% |
| Other income, % of PBT | 10% | 14% | 13% | 18% | 9% | 17% | 19% | 3% | 2% | 16% | 4% | 8% |
| Exceptional items | — | — | — | — | — | — | — | — | — | — | — | — |
| Tax rate | 25% | 27% | 25% | 25% | 27% | 26% | 26% | 28% | 29% | 28% | 27% | 27% |
| Net profit | ₹153 cr | ₹150 cr | ₹155 cr | ₹151 cr | ₹145 cr | ₹161 cr | ₹168 cr | ₹164 cr | ₹157 cr | ₹136 cr | ₹183 cr | ₹180 cr |
| YoY | — | — | +13% | −4% | −5% | +7% | +8% | +9% | +8% | −16% | +9% | +10% |
| Core profit YoY | — | — | +15% | −11% | −2% | +2% | +3% | +34% | +19% | −12% | +30% | +3% |
| EPS | ₹4.35 | ₹4.28 | ₹4.41 | ₹4.27 | ₹4.13 | ₹4.62 | ₹4.85 | ₹4.72 | ₹4.53 | ₹3.91 | ₹5.28 | ₹5.19 |
| Flags | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Each quarter is read with the same rules. Balance-sheet and cash checks run on half-year and annual quarters; filing-read checks run where a read exists.
LT Foods Ltd. reported revenue of ₹3,152 cr (+27.9% on the year) and net profit of ₹183 cr (+8.9% on the year) for April to June 2026.
Profit before other income, exceptional items and tax moved +29.7% on the year, against +8.9% for reported profit.
None of the 7 checks that could run raised a question.
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