LT foods management has done a tremendous job in making a brand out of the commodity, no doubt company is trading at premium from it historical multiples but I believe this is because the company successfully transformed the business from commodity to FMGC business. Current EBITDA margins of the company are in the range of 12% to 13% and there is further scope for these margins to expand due to the freight cost coming down once the tensions in middle east eases, also there is a one time gain of 300 crore to 400 crore will be coming to company which they will be receiving from their insurance provider on account of the case won in SC. I have made a detailed video on it, which is pinned to my X profile , one can watch for more details.
X – @amitsinghpal
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