Questions across 2 calls

Damodaran Narayanan

ACUITAS CAPITAL

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2024-07-25

Thank you for the opportunity and c ongratulations for a good set of numbers. So I had two questions. One is on the long -term EBITDA margins. So if you look at -- if I look at your long-term EBITDA margins for Basmati rice segment specifically, t hat's always ranged between 12% to 13%. Now if I compare that with your competition that has been much more volatile and a few players have actually faced losses and gone bankrupt as well. So can you give a reason as to why your margins are much more I me an much less volatile how you manage it much better versus your competition? So that is the first question. And I'll ask the second question later?

Right, sir. But if I'm correct I mean I am assuming I think given your competition has a similar kind of global footprint and their share of branded sales is also around what we have. So what is our competitive advantage here?

LT Foods Limited CC-Jun24.pdf · 2024-07-25

Thank you for the opportunity and c ongratulations for a good set of numbers. So I had two questions. One is on the long -term EBITDA margins. So if you look at -- if I look at your long-term EBITDA margins for Basmati rice segment specifically, t hat's always ranged between 12% to 13%. Now if I compare that with your competition that has been much more volatile and a few players have actually faced losses and gone bankrupt as well. So can you give a reason as to why your margins are much more I me an much less volatile how you manage it much better versus your competition? So that is the first question. And I'll ask the second question later?

Right, sir. But if I'm correct I mean I am assuming I think given your competition has a similar kind of global footprint and their share of branded sales is also around what we have. So what is our competitive advantage here?