Stockrabit · Analysts
Questions across 8 calls

Amit Doshi

Care PMS

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-07-28
So congratulations on a great set of numbers. First thing is our expectations of North America and our performance, both has been quite interesting, like 33% growth in a market where we are already a leader. And our future expectation is also 10% to 12%. So can you share some thoughts where we are already a leader, how we expect to grow at double-digit numbers? Or was there any one- offs in this 32%?
Okay. Okay. Sir, in earlier participant question, the answer was that brand spend we incurred 1.2% of sales. Did I hear that correctly? I just wanted to confirm.
LT Foods Limited CC-Jun25.pdf · 2025-07-28
So congratulations on a great set of numbers. First thing is our expectations of North America and our performance, both has been quite interesting, like 33% growth in a market where we are already a leader. And our future expectation is also 10% to 12%. So can you share some thoughts where we are already a leader, how we expect to grow at double-digit numbers? Or was there any one- offs in this 32%?
Okay. Okay. Sir, in earlier participant question, the answer was that brand spend we incurred 1.2% of sales. Did I hear that correctly? I just wanted to confirm.
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-05-15
Ready-to-eat health and convenience segment, so while, of course, Daawat Soya B -Well discontinuation has impacted the sales growth, but overall, looking at the number, the size, our growth number, do you think it's fairly low or, or what is our internal target? And second, on the same RTH and RTC segment, our gross margins are in the range of 32%, 33%, which is similar to Basmati and specialty rice. So considering that it's a convenient segment should it have a higher gross margin?
Okay. And what's our internal growth target of this segment? And when do we have a breakeven ?
LT Foods Limited CC-May26.pdf · 2025-05-15
Ready-to-eat health and convenience segment, so while, of course, Daawat Soya B -Well discontinuation has impacted the sales growth, but overall, looking at the number, the size, our growth number, do you think it's fairly low or, or what is our internal target? And second, on the same RTH and RTC segment, our gross margins are in the range of 32%, 33%, which is similar to Basmati and specialty rice. So considering that it's a convenient segment should it have a higher gross margin?
Okay. And what's our internal growth target of this segment? And when do we have a breakeven ?
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2024-07-25
Sir regarding this appointment of di stributor in Saudi Arabia. So I a m assuming this is different from what the arrangement that we have with SALIC? And in terms of -- will it be distributed under our own brand? And considering that the Saudi market is a very premium market or the realizations are considered to be quite high. So would you believe this can has the potential to improve your overall margin as well?
Okay. And sir I read your comment in the press release regarding this premiumization. So Page13 of22 can you give slightly more color in terms of what kind of premiumization that did do? And of course, I understand that this quarter got impacted because of the higher freight cost. But had that not been the case, how would this premiumization would have helped us in terms of our margin?
LT Foods Limited CC-Jun24.pdf · 2024-07-25
Sir regarding this appointment of di stributor in Saudi Arabia. So I a m assuming this is different from what the arrangement that we have with SALIC? And in terms of -- will it be distributed under our own brand? And considering that the Saudi market is a very premium market or the realizations are considered to be quite high. So would you believe this can has the potential to improve your overall margin as well?
Okay. And sir I read your comment in the press release regarding this premiumization. So Page13 of22 can you give slightly more color in terms of what kind of premiumization that did do? And of course, I understand that this quarter got impacted because of the higher freight cost. But had that not been the case, how would this premiumization would have helped us in terms of our margin?
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2024-01-29
Thank you. Sir, on the front of – there was an announcement in December that -- where we won that case -- long-pending case of that fire i ncident, and the court has granted in our favo ur. And there is amount of some interest also, which has been granted. So post that announcement, is there any development whether -- when are we expected to receive that amount or just to understand whether the insurance company can go further to the, I mean, higher courts or anything of that sort, if you can just throw some light on that?
Okay. And in the meantime, do you see any sort of amounts on kind of in the interim?
LT Foods Limited CC-Dec23.pdf · 2024-01-29
Thank you. Sir, on the front of – there was an announcement in December that -- where we won that case -- long-pending case of that fire i ncident, and the court has granted in our favo ur. And there is amount of some interest also, which has been granted. So post that announcement, is there any development whether -- when are we expected to receive that amount or just to understand whether the insurance company can go further to the, I mean, higher courts or anything of that sort, if you can just throw some light on that?
Okay. And in the meantime, do you see any sort of amounts on kind of in the interim?