Investor Presentation for Q2 H1 Q27

Ref-LTF/ SE/ 2026-27 Date: October 27, 2026 BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G, Dalal Street Bandra Kurla Complex, Mumbai- 400001 Bandra (E), Mumbai – 400 051 Ref. Code: 532783. Scrip ID: LTFOODS Sub: Revised Investors Presentation for the quarter and half year ended September 30, 2026. Dear Sir /Madam, Pursuant to provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (the “Listing Regulations”) we are enclosing herewith the Investor Presentation for the quarter and half year ended September 30, 2026. Further, pursuant to Regulation 46 of the Listing Regulations, the aforesaid information will be available on the website of the Company i.e., www.ltfoods.com Request you to please take the above information on records. Thanking you. Yours truly, For LT Foods Limited Monika Chawla Jaggia Company Secretary Membership No. F5150 Encl: a/a INVESTOR PRESENTATION Q2 & H1 FY27 27 October 2026 Contents Index Slide # • Executive Summary 03 • Growth Performance 05 • Business Segments 10 • Consumer & Brand Investments 19 • Growth Drivers & Strategic Priorities 26 • Shareholding Information 35 LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 2 Executive Summary LT FOODS NURTURING GOODNESS Double-digit growth, a net-cash balance sheet and brands scaling globally International: 71% of H1 revenue India: 29% of H1 revenue CONSOLIDATED · H1 FY27 REVENUE* (₹ Cr) EBITDA (₹ Cr) ▲ 17% YoY PAT (₹ Cr) ▲ 9% YoY ▲ 22% YoY 18% Normalized 6,414 721 364 Q2 FY27 3,253 ▲17% Q2 FY27 358 ▲13% Q2 FY27 180 ▲10% ROCE ▲ 40 bps WORKING CAPITAL DAYS ▼ 31 days NET CASH (₹ Cr) 22.4% 143 247 vs 22.0% in H1 FY26 vs 174 in H1 FY26 STANDALONE 2,417 223 134 Revenue ▲ 14.1% EBITDA ▲ 33.5% PAT ▲ 23.9% H1 FY27 · ₹ Cr All figures are consolidated unless marked Standalone. *Revenue includes Revenue from Operations and Other Income. Figures in₹ crores unless specified; growth is YoY. Q2 = Q2 FY27 vs Q2 FY26; H1 = H1 FY27 vs H1 FY26. LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 3 Executive Summary LT FOODS NURTURING GOODNESS Double-digit growth, a net-cash balance sheet and brands scaling globally — International is 71% India is 29% of H1 FY27 revenue FINANCIAL UPDATE BUSINESS UPDATE — H1 FY27 MARKETS UPDATE — H1 FY27 Margins India — 29% of revenue Gross margin 34.4% → 32.5% on change in Basmati & Other Specialty Rice +24% YoY; market share 22.3% (MAT Sep’26); shipment terms (CIF to C&I); EBITDA margin ₹5,764 Cr, +27% and 90% of revenue; household penetration 67.5 Lacs (56.2 Lacs); 11.7% → 11.2% on Organic remodelling and volume +11%; EBITDA margin 12%. e-comm / quick-comm leader. brand investments. North America — 50% of revenue Returns Organic Foods & Ingredients +21% YoY (13% normalised, incl. Golden H1 ROCE 22.4% ; ROE 15.7% . ₹520 Cr, −11% on business remodelling; Star). Royal holds 60%+ of Basmati imports; H1 EBIT +13% and PBT +10% EBITDA margin 6%. Golden Star is #1 Jasmine brand. RTH & RTC Europe — 12% of revenue Working capital ₹102 Cr, +8%; gross margin 35%. Flat YoY on reduced non-strategic B2B Working capital days down to 143; inventory Convenience portfolio scaled ~2.5x over business; brand activations across UK, days 159; receivable days 26 . FY21–FY26 Germany and Netherlands. Key Launches Middle East & RoW — 9% of revenue Balance sheet Golden Star enters ready-to-heat; +25% YoY; record 24% share on UAE e-com Net-cash position: ₹ 247 Cr; interest Daawat Delight Campaign launched with platforms (Apr–Jun’26); coverage 13.8x Chef Ranveer Brar Great Place to Work® certified. Launch of Daawat Rozana Platinum Figures in ₹ crores unless specified; growth is YoY. Q2 = Q2 FY27 vs Q2 FY26; H1 = H1 FY27 vs H1 FY26. LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 GROWTH PERFORMANCE Q2 & H1 FY27 Q2 FY27 Financial Highlights REVENUE* GROSS PROFIT EBITDA 17% 12% 13% 3,253 1,058 358 2,772 948 316 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Growth across segments and geographies % to revenue: 34.2% →32.5% % to revenue: 11.4% →11% Due to change in shipment terms with related parties Due to remodeling of Organic Segment and increase in from CIF to C&I brand investments EBIT PBT PAT 10% 8% 10% 281 247 180 256 228 164 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Depreciation increased on account of capitalization of Interest Cost increased on account of Supplier Funding Assets arrangements to optimize Working Capital Cycle Figures in ₹ crores unless specified *Revenueincludes Revenue from Operations and Other Income LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 H1FY27 Financial Highlights REVENUE* GROSS PROFIT EBITDA 22% 15% 17% 6,414 2,087 721 5,273 1,815 619 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Growth across segments and geographies % to revenue: 34.4% →32.5% % to revenue: 11.7% →11.2% Normalized 18% (including Golden Star) Due to change in shipment terms with related parties Due to remodeling of Organic Segment and increase in from CIF to C&I brand investments EBIT PBT PAT 13% 10% 9% 570 496 364 506 450 332 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Depreciation increased on account of capitalization of Interest Cost increased on account of Supplier Funding Assets arrangements to optimize Working Capital Cycle Figures in ₹ crores unless specified *Revenueincludes Revenue from Operations and Other Income LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 Disciplined Capital Allocation Supporting Sustainable Growth Key Metrics H1 FY26 H1 FY27 Inventory Days 187 159 Trade Payable Days 43 42 Trade Receivable Days 29 26 Working Capital Days 174 143 Return on Capital Employed % 22.0 22.4 Return on Equity % 16.5 15.7 Interest Coverage (times)* 11.8 13.8 *Includes Bank Interest & Charges Figures in ₹ crores unless specified LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 A decade of growth is underpinned by a future-ready global organisation FINANCIAL COMPOUNDING × INSTITUTIONAL CAPABILITY = DURABLE STAKEHOLDER VALUE 3.3× Revenue scale-up ~14% Revenue CAGR ~20% PAT CAGR ~35% ROCE CAGR FY17 to FY26 FY17 to FY26 FY 17 to FY26 FY17 to FY26 11,023 3.3×in nine years 8,770 7,822 6,979 5,451 4,773 Revenue 4,173 3,915 ₹ Cr 3,322 3,650 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 EBITDA margin 13% 11% 11% 12% 13% 11% 11% 13% 13% 11% LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 9 Business Segments: 1. Basmati & Other Speciality Rice 2. Organic Foods & Ingredients 3. Ready-to-eat, Ready-to-heat & Ready-to-cook Business Segment Performance ORGANIC FOOD AND SEGMENTS BASMATI & OTHER SPECIALITY RICE RTH & RTC INGREDIENTS Period H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Revenue Share % 87% 90% 11% 8% 2% 2% Revenue (INR in Crs) 4,552 5,764 583 520 95 102 Revenue Growth % 24% 27% 26% -11%* -5% 8% (Normalized Growth (Normalized Growth 11.4% excluding 22.1% including Golden Star & US Traiff) Golden Star) Volume Growth % 11% 11% Gross Margin % 34% 33% 34% 34% 34% 35% EBITDA Margin % 13% 12% 7% 6% -10% -12% • Due to remodelling of Organic Business Figures in ₹ crores unless specified LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 1. BASMATI & OTHER SPECIALTY RICE From India to Global Kitchens LT Foods is Known for its most trusted brands in more than 85+ Countries 2nd Largest Basmati #1 Basmati brand in Regionally strong #1 Jasmine brand in brand in India North America Basmati brand the USA Leading brand in Far East & Africa Premium Basmati in #1 Basmati brand Mazza Rice Brand Staples Brand in the Middle East in Canada for Middle East Middle East & India LT FOODS INVESTOR PRESENTATION | Q2 & H1 FY27 12 India: A Strong Consumption Story | International: A Scalable Growth Opportunity Middle East & Rest Segmental (H1FY27) India North America Europe of the World 29% 50% 12% 9% Revenue Mix % YoY Growth % 24% 0%** 25% (13% Normalized Growth*)  HH penetration @ 67.5 Lacs  ‘Royal’ commands a 60% +  Brand activations across UK,  Highest ever Market Share of (MAT June’26) (vs. 56.2 lacs Germany and Netherlan [Showing first 8,000 characters — download PDF for full document]