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Questions across 4 calls

Ankur Arora

Magma Ventures

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-09-16
Congrats on a good set of numbers in a difficult environment. A couple of questions. Just a follow-up to -- one of the participant has already asked this question. How much is the gross margin on the U.S. number, right? Your overall gross margin of 35%. But in U.S., it will be more like 40%, 45% or it's roughly a similar range as the rest of the business?
Okay. So just to understand it right, say, you have INR100 inventory going from India to U.S.A. and you sell it, say, INR150. That's how the 33% gross margin comes in. At INR100, you've got a INR50 duty, right, because that's the input. So your cost basically goes to INR150, right? And you're selling it -- INR200 now because you're passing on that INR50 out there. So that means your margin has gone down to 25%. Am I understanding it right? Or what is the gap in that?
LT Foods Limited CC-Feb26.pdf · 2025-09-16
Congrats on a good set of numbers in a difficult environment. A couple of questions. Just a follow-up to -- one of the participant has already asked this question. How much is the gross margin on the U.S. number, right? Your overall gross margin of 35%. But in U.S., it will be more like 40%, 45% or it's roughly a similar range as the rest of the business?
Okay. So just to understand it right, say, you have INR100 inventory going from India to U.S.A. and you sell it, say, INR150. That's how the 33% gross margin comes in. At INR100, you've got a INR50 duty, right, because that's the input. So your cost basically goes to INR150, right? And you're selling it -- INR200 now because you're passing on that INR50 out there. So that means your margin has gone down to 25%. Am I understanding it right? Or what is the gap in that?