Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-05-15
Thanks for taking my question. Sir, I have two questions. First on the RM part, so most of the procurement benefits have come through in this quarter, right? Because you already procured for the full year. Basically, right now you said that you will not pass on the tariff impact in US and you will absorb it through the RM cost decline. Now you are saying you have already passed on. Can you please clarify?
So, basically the impact is yet to come, right? I mean in next quarter the gross margin will deteriorate because basically the raw material cost benefit has already come through. But the duty impact will come from the next quarter, right?