Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-05-15
Thank you for t he opportunity. Just two questions from my side. One is on the Golden Star business. So, can you give some outlook on the margins there? Given the margins I think from your last call you had said that margins were impacted because of the freight cost and margins have had almost halved. So, for FY26 what is the outlook on margins and growth there and the impact of tariffs on sourcing there in that business? Because I believe you source from Thailand and that has at least by initial reports they are quoting a 46% tariff there. So, will it change our competitiveness in terms of sourcing? That's on the Golden Star business. And on the other question on CAPEX including, so you have the option of buying out the 50 % stake including that what will be the CAPEX outlay for this year? Yes, those are the two questions.
Okay, so if I get you correctly you are saying you are already passed on the 10% impact is what you are seeing?