Depreciating Rs may be beneficial for exporter particularly lt foods
But generally lt foods do currency hedge in order to shield from currency fluctuations
They have mentioned in old con calls
Now how much hedge and how its done that I am unaware
But yes Rs depreciation may be helpful
Depends upon wheather they have hedged and nature of hedge
Anybody saw very high tax deduction on dividend from LT Foods? I am seeing 55% tax being deducted.
Other companies’s dividend email mentioned 0% tax deduction.
Thanks,
Sagar
India lifts export ban on broken rice good news for LT Foods
LT Foods.pdf (1.4 MB)
CAGR from 2015 to 2025!!!
As per my understanding, Gross margin in the upper band!!! But Organic food & RTH / RTC will be contributing ~ 20% (currently 13%) ~ Suppose revenue mix 80 : 20 ratio, then GP Max ~36-37% !!! Interesting to watch future numbers
promoter buying continues after trading restrictions expired
Very informative con call
Nothing much to add here as we discussed almost everything before hand
I am expecting a major rally in next 1 year
Particularly when raw material cost impact is seen
Company has purchased 25% more paddy this year (refer concall)
Also markets sentiments are pretty favorable too
This was my post and admin flagged it appropriate
I don’t know why my posts being marked in appropriate
Wonderful track record by LTfoods over last 10,15 years. Even on the cash flow front!
The way they have managed and reduced debt and maintained good enough ROCE was commendable, we are finally seeing the re-rating here.
Now that the commodity stamp on the company is removed, and debt is negligible, we can expect it to do well for the next few years..
they have already entered , Kari Kari already doing good , this is just expanding product portfolio 
if you read through con call , saudi contributed only 55 Cr to revenue till date , there is massive opportunity but according to Mr Arora it will take 2 years to fully see effect , saudi is high margin business ,
also targetting around 13 % ebitda with 10Kcr + revenue in this FY
what was conveyed by the management on todays meeting regarding the duty imposed by the US Department of Commerce on the exports of organic soybean
meals by Ecopure Specialities Limited (a fellow-subsidiary of LT Foods) ?
Ecopure revenue is 76 Cr which is 1% of total revenue of lt foods.
May be concern was related to such duty on other subsidiaries in future.
What will happen after Trumph imposes tariffs on India from Aug 1?? Will this reduce Lt foods’ margins ?
Anyone has any idea if the UK FTA deal has any positive impact for LT Foods ? Will LT Foods exports including Basmati and other product lines be tariff free in UK ? They were supposed to invest in UK in some facility - what kind of facility was it and will they invest further there (it was supposed to be a multi year plan) - considering they might not need it anymore.
A mixed annual call
A sudden de growth in middle east attributed to discontinue of private label
But one thing which i didn’t like is switching to semi annual con call
Any idea what the effect of US tariffs will be on LT Foods?
We will find out true brand power of dawaat in some time now
Lets wait n watch
