Motilal Oswal initiates buy rating for LT Foods with target price of 520

LT Foods, a well-known Indian basmati and specialty rice producer, has been given a BUY rating and a target price of INR 520 by Motilal Oswal.

The company, which has been in the rice industry for over 70 years and operates under brands like Daawat and Royal, follows a farm-to-fork model to control its value chain.

LT Foods has shown strong growth, with a 15% revenue compound annual growth rate (CAGR) from FY19 to FY24, and has a significant presence in more than 80 countries.

The stock is currently trading at around 21x, 16x, and 13x the expected earnings per share for FY25, FY26, and FY27 respectively.

By FY27, the projected return on equity (RoE) and return on capital employed (RoCE) are expected to be around 20% each.

The company's focus is on expanding margins while maintaining a strong global market share.

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