#1LT Foods 1kz DAAWA DAAWAT SUPER BASMATI RICE Fluffy Long Grains BIRYANI BASMATI RICE World's Longest Grains* The finest Basmati for the finest cuisine. DOMARE WITH YOU BURE GIVERY DAAWAT NET WT 1kg The finest Baamaté for the finest cuisine. Investor Presentation 1HY FY21 & Q2 FY21 1#2Safe harbour statement This presentation and the accompanying slides (the 'Presentation'), which have been prepared by LT Foods Limited (the "Company"), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contractor binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward-looking statements concerning the Company's future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-looking statements made from time to time by or on behalf of the Company. 2 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#3Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 3 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#41HY FY21 Key Highlights Basmati & Other Specialty Rice business up by 20% Organic business up by 82% New Products Portfolio up by 69% Gross Profit up by 32% EBITDA up by 34% EPS up by 78% Cash from generated operations of Rs.436 cr Improvement in Debt to EBITDA ratio¹ (1.7x vs 2.6x) Debt down by Rs. 150cr ROCE¹ improved by 422 bps (18.6% vs 14.4%) ROE¹ improved by 583 bps (18.1% vs 12.3%) ROCE² Normalised up by 440 bps (19.5% vs 15.2%) 4| LT Foods Investor presentation, 1HY FY21 & Q2 FY21 1. Annualized Basis 2. Capital Employed excludes the funds blocked in the fire insurance claim amounting to Rs. 134 Crore LT Foods#5Q2 FY21 Key Highlights (Y-o-Y) Basmati & Other Specialty Rice business up by 19% Organic business up by 86% Gross Profit up by 35% EBITDA up by 39% New Products Portfolio up by 40% 5❘ LT Foods Investor presentation, 1HY FY21 & Q2 FY21 PAT up by 64% LT Foods#6Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 6 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#7Current Consumer Trends • . Consumers habits, preferences and spend patterns witnessing a gradual shift towards being a conscious consumer with respect to healthier eating habits Safety and Hygiene trend boosts demand for Branded/Packaged Food products Increased penetration in new homes for Branded/Packaged Food Products expected to stay • Work from home and reduced outing, is driving sales of Health and Convenience products by making life comfortable • Due to limited mobility since the pandemic, E-commerce has emerged as one of the channels that is gaining good traction • Digital has emerged as a key platform to increase penetration among consumers 7 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#8Right-to-Win .- Strong Global Brands to Provide Superior Consumer Experience Flagship Brands "Daawat" and "Royal" enjoy leadership positions in India and US with market share of 27% and 50% respectively ⚫. Other brands such as Heritage, Devaaya, Gold Seal Indus Valley, 817 Elephant, Rozana also enjoy leadership position in other countries Distribution & Marketing - Robust Global Supply Chain Complete control on the value chain from "Farm to Fork" Global Supply chain hubs and strategically located manufacturing units across India Automated state of the art manufacturing units with less dependence on labour LT Foods has well defined strategies in place for further Growth in Margin Expansion and Strengthening of Financial Metrics - Well entrenched distribution network in 60+ countries with 800+ distributors across globe .. - Adopted Go-To-Market Strategies across geographies ⚫- Enabled tele-ordering and partnered with delivery partners to reach to consumers in these unprecedented times - Strengthened presence across digital digital platforms and launched digital campaigns to strengthen the brand share 8 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 Culture of Excellence - Resilient implementation of the strategies by LT Group's Team Members - Create a culture of entrepreneurship and organization - wide collaboration LT Foods#9Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 9 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#10Segment-Wise Revenue Break-Up Basmati & Other Specialty Rice Organic Business DAAWAT BIRYANI DAAWAT BROWN BASMATI RICE DAAWAT TRADITIONAL DAAWAT PULAV New Product Portfolio ecolife RED LENTILS ecolife ecolife ecolife ecolife DAAWAT DAAWAT RED BUINDA SPELT WHITE BASMATI RICE Sehat MOGEA Sehat DAAWAT Free DAAWAT SAAWAY AWAY KARLLER LOUSUM DAAWAT DAAWAT BROWN ✓ Flagship brands Daawat and Royal ✓ Other global brands such as Indus Valley, 817 Elephant, Heritage, Devaaya and Rozana Revenue (Rs. Cr) 109 111 134 129 121 ✓ Diversified portfolio comprising of organic cereal grains, flour, pulses, oil and oil seeds, nuts, spices, herbs, millets and sweetener Revenue (Rs. Cr) ✓ Health Segment - Daawat Quick Cooking Brown rice, Daawat Sehat ✓ Convenience Segment - Daawat Sauté Sauces, Daawat Cuppa Rice, Royal Ready-to-Heat, Kari Kari Revenue (Rs. Cr) 831 849 1,039 1,012 90 989 86 102 160 167 11 12 13 19 16 ■Revenue (Rs. Cr) Q2FY20 Q3FY20 Q4FY20 Revenue Growth (Rs. Cr) CAGR 8% Q1FY21 Q2FY21 Volume (MT '000) Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 Revenue Growth (Rs. Cr) Q2FY20 Q3 FY20 Q4FY20 Q1FY21 Q2FY21 Revenue Growth (Rs. Cr) FY16 CAGR 25% FY20 FY16 2,592 FY20 3,561 149 367 FY16 20 CAGR 23% FY20 46 10 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 * Q1 FY21 Basmati & Other Specialty numbers were re-instated LT Foods#111HY FY21 - Result of Well Defined Strategies and Implementation Revenue EBITDA & EBITDA Margin • Revenue up 24% y-o-y 12.2% 13.2% 2,439 322 1,970 241 1HY FY20 1HY FY21 1HY FY20 Gross Profit & Gross Margin 27.4% 29.1% 1HY FY21 PAT & PAT Margin 4.7% 6.6% 160 710 539 93 1HY FY20 1HY FY20 1HY FY21 1HY FY21 All Figures in Rs. cr unless specified 11 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 • Gross Profit Margins increased by 175 bps on y-o-y basis, due to: . • Change in product mix towards higher margin products Impact of lower input cost ⚫ EBITDA higher by 34% and margins have increased by 96 bps on y-o-y due to increase in Gross Profit · PAT increased by 73% y-o-y and margins have increased by 185 bps, aided by saving in Finance Cost LT Foods#12Q2 FY21 - Continues to deliver Strong Operating Performance Revenue EBITDA & EBITDA Margin 11.7% 13.3% • Revenue up 24% y-o-y 13.1% 1,221 1,218 162 160 984 116 Q2FY20 Q1FY21 Q2FY21 Q2FY21 Q1FY21 Q2FY20 Gross Profit & Gross Margin PAT & PAT Margin 27.3% 28.5% 29.8% 4.8% 6.8% 6.4% 83 363 348 83 77 268 47 Q2FY21 Q1FY21 Q2FY20 Q2FY21 Q1FY21 Q2FY20 • Gross Profit Margins increased by 252 bps on y-o-y basis, due to: . • Change in product mix towards higher margin products Impact of lower input cost ⚫ EBITDA higher by 39% and margins have increased by 140 bps on y-o-y due to increase in Gross Profit · PAT increased by 64% y-o-y and margins have increased by 155 bps, aided by saving in Finance Cost All Figures in Rs. cr unless specified 12 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#13Basmati & Other Specialty Rice Break-Up India Revenue DAAWAT 54 54 62 64 46 62 2 266 322 341 219 315 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 ■Revenue (Rs. Cr) Volume (MT '000) 54 54 49 International Revenue 70 75 68 564 528 697 792 674 Q2FY20 Q3FY20 Q4FY20 ■Revenue (Rs. Cr) Q1FY21 Volume (MT '000) Q2FY21 13 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 THE FINEST BASMATI Devaaya RZANA OLAN BASMATI RICE GOLD SEAL INDUS VALLEY 220 DAAWAT PULAV ASMATI RICE DAAWAT SUPER BASMATI RICH DAAWAT DAAWAT BIRYANI BASHATI RICE TRADITIONAL SUATI BICE RZANA The Perfect Choice, Day After Day. (b) HERITA BASMATI DAAWAT ROSANA Devaaya R PREMIUM BASMATI PC DAAWAT Chef Secrets DAAWAT ORIGINAL BAINATE RIC CAAWAT * Q1 FY21 Basmati & Other Specialty numbers were re-instated 817 ELEPHANT DAAWAT EXTRA LONG BASMATI REX DAAWAT WILKOWY MAMA RICE יורי DAAWAT LT Foods#14Inventory and Working Capital 187 179 Inventory Days Working Capital Days Inventory Value (Rs. Cr) Paddy Rice Sep-19 Sep-20 200 195 765 46 33 42 26 Payable Days Recievable Days Working Capital Days Inventory Days 274 242 222 222 214 208 197 186 179 162 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 14 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 815 176 Sep-19 220 Sep-20 Procurement of Paddy starts in Q3; this results in increase in inventory in Q3. It starts reducing in subsequent quarters and reaches the lowest level by Q2 ⚫ Basmati Rice is aged up to 24 months to enhance & intensify taste, aroma ,and cooking characteristics. This requires company to maintain large inventory of paddy & rice. LT Foods#15Key Financial Ratios and Other Growth Parameters Debt/Equity Interest Coverage Ratio Current Ratio 2.7 Total Debt Long Term Debt 5.4 2.3 3.2 1.3 1.2 0.9 0.6 2.1 2.2 2.5 2.5 1.8 1.5 1.4 1.4 1.0 1.1 0.1 0.1 0.2 0.1 0.1 0.1 FY16 FY17 FY18 FY19 FY20 1HY FY21 FY16 FY17 FY18 FY19 FY20 1HY FY21 FY16 FY17 FY18 FY19 FY20 1HY FY21 Debt EBITDA Ratio Net worth (Rs. Cr) 1,768 4.4 1,599 4.0 4.0 1,435 3.7 1,235 2.9 712 591 1.7 Book value per share (Rs.) 55.3 50.0 44.9 38.6 26.7 22.1 FY16 FY17 FY18 FY19 FY20 1HY FY21 FY16 FY17 FY18 FY19 FY20 1HY FY21 FY16 FY17 FY18 FY19 FY20 1HY FY21 Strength of Balance Sheet being reflected with Strong Credit Rating: A- Stable Outlook (CRISIL) 15 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#16Global Footprint & Diversified Portfolio Our diversified market presence as well as our balanced portfolio, serving a wider consumer audience, positions us to capitalize on emerging opportunities in the consumer food business. 14% 5% 9% FY20 Revenue by geography 37% 1% 5% 9% FY20 Revenue by business segment 85% 35% ■USA ■India ■ Europe Basmati & Other Specialty Rice Organic ■ Middle East Rest of World ■ New Products ■ Others 16 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#17Maximising Shareholders Wealth by Strategic Focus towards Profitable Growth 2,979 FY16 Revenue PAT 4,184 CAGR: 9% 199 CAGR: 29% FY20 72 FY16 FY20 Growth in revenue is being supported by strengthening the brands, widening distribution network and increasing brand penetration across all consumer segments with product portfolio expansion in the Health & Convenience Platform. PAT Margins have expanded aided by growth in EBITDA, savings in Finance Cost and lower Effective Tax Rate All Figures in Rs. Cr unless specified 17 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#18Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 18 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#19Capital Allocation Plan We aim to balance the objectives of ploughing back earnings to support sustained growth, debt reduction and appropriate reward to shareholders through dividends Growth Kil Capex A Debt Repayment Utilizing the free cash flow generated for the growth in its Basmati and Organic business along with the new growth engines launched under the Health and Convenience platform. In addition to the above the same will be utilized for strengthening the brands, widening distribution network and increasing brand penetration across all consumer segments To continue investing in automation/up-gradation based on increasing consumer base and to strengthen the supply chain network. The investment to be in-line with Company's expected Return on Capital Employed Goal is to maintain our Debt/ EBITDA ratio less than 3x, though majority of our debt is Working Capital debt that is required to purchase paddy in the season and age it for minimum 12 months Dividend The Company strive to maintain a steady steam of dividend to reward its shareholders. Effective 20-21, in the medium term the dividend pay-out ratio is expected to be in the range of 20%-30% of profits 19 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#20Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 20 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#21Strengthening Brand Equity for our brand Daawat in Indian Market Launch of New TVC for Rakhi Festival Daawat celebrates the unbreakable bond of siblings through the video, themed around 'Khud ki raksha karke apno ki raksha karein'. Rakhi Campaign attracted massive PR coverage in many of the leading Media houses DAAWAT THE FINEST BASMATI Wishes you a happy and safe Raksha Bandhan DAAWAT BIRYANI BASMATI RICE World's Longest Total Impressions 27.4 mn. Total Views 8.3 mn. DAAWAT TRADITIONAL DAAWAT PULAV BASMATI RICE BASMATI RICE =40gully ADVERTISING MARKETING- MEDIA- EXCLUSIVES ENTERTAINMENT EVENTS- change 4 media HOME ADVERTISING MARKETING PR & CORP COMM MEDIA EVENTS WEBINAR MORE SIGN UP TO www.theadv 105 MICA My core is Technology, Data and Analytics. Open doors across industries by learning about big data in this program. Professor Dharun -ON DEMAND WEBRAR Media Part Outbrain Let's Grow Your Audiences, Natively Daawat Basmati Rice celebrates #Raksha Bandhan Campaign in a unique way ADVERTISING 2 MINUTES TO JUL 31, 2020 Gadguity News in the domain of Adverbing, Marketing Media and Business of Home/Marking News 'Raksha' takes on a whole new meaning in Daawat Basmati Rice's Raksha Bandhan ad by exchange4media Staff Raksha Bandhan, a festival th The film reimagines what it means to protect one's sister' in today with social celebrates the bond between distancing brother and sister and how eve after all the ginormous fights, the still stick their neck out for eac other. But in the last few month all of us have been impacted t COVID19 in one or the other wa Be it out of fear or care, everyor pland Ang 129RASE Daawat Celebrates Raksha Bandhant inmoa Watch Now FESTIVE SEASON 2020: How Indo Wit Shop in the New hormo Download Report TOP STORIES FEATURED mFiltert announces 2- month Diwali Care programme LATEST YouTube 4Ps Search News 0:30/035 #HappyRakshabandhan #Daawat #DaawatBasmat Daawat Celebrates Raksha Bandhan! 1,609,243 views - 28 Jul 2020 162 SHARE SAVE 21 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 4psnews.com/brands/story/daawat-baumat-rice-celebrates-the-bond-of-raksha-bandhan-in-a-unique-way AD WORLD DIGITAL PR OOH INTERVIEWS OTT GUEST AUTHORS INTERNATIONAL TV JOB SWITCH KNOWLEDGE CENTRE CSR AGENCIES BRANDS ADEX RADIO MARTECH SOCIAL MEDIA 'Daawat Basmati Rice celebrates the bond of Raksha Bandhan in a Unique Way' social Jul 30 2020 f 4Ps News in DAAWAT THE FINEST BASMATI Brand Journey READ samosa News Social Media Campaigns Industry Connect Brand Saga WFH Diaries To Daawat Basmati Rice works social distancing in Rakshabandhan campaign Campaign Spot tvnewsindia.com/daawat-buat-rice-celebrates rakshabandhan campaign in a unique-way TVW news NEWS ADVERTISING BUSINESS TECH HOME Daawat Basmati Rice celebrates #Raksha Bandhan Campaign in a unique way FINANCIAL EXPRESS HOME MARKETS STOCKS INDUSTRY ECONOMY MONEY AUTO INFRA SME BR pose ace ver nic Daawat Basmati Rice- #HappyRaksha Bandhan Keeping the thought that distance is the best protection one can provide to their siblings amid the ongoing situation, Daawat Basmati Rice's campaign celebrates the unbreakable bond of siblings, themed around 'Khud ki raksha karke apno ki raksha karein " Daawat Celebrates Raksha Bandhant Watch later Share LT Foods#22Strengthening Brand Equity of our brands Daawat and Royal in International Market New advertisement for Royal Soya Masoori Drive top of the mind brand awareness for Royal Sona Masoori amongst South Indian consumers Increasing Consumer Demand in store through demos, displays and ibotta digital New advertisement for wide range platform of Daawat products Drive brand awareness for DaawatⓇ to establish a premium positioning of the Finest Basmati in the Indian American community DAAWAT THE FINEST BASMATI DAAWAT DAAWAT ULTIMA 90+ Demos at Restaurant Depot and partnership with Avocado's From Mexico OPE CAROS ROYAL Avocados Mexico.it From TM Co-Branded Recipe Cards ROYAL RONAL 50 AL DAAWAT DAAWAT Perfectly Selected Perfectly Aged ROYAL SONA MASOORI ROYAL SONA MASOORI REDIUM GRAIN WERE KICE AVAILABLE AT SOUTH ASIAN STORES NEAR YOU! Royal wins Silver at 'SIA Creative Awards 2020' SIA SUMMIT INTERNATIONAL AWARDS 22 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 Banega... toh farq dikhega Popular Properties: HUM SONY Entertainment Television DREAM11 BIPL ARY DIGITAL DISNEY+hotstar AUN BANE EGA WILLOW CROREPATI IPL KAUN BANE ANEGA VEGA Building awareness through End Cap and Shippers 3 PRI ROYAL ROYAL 5.00 ROYAL ROYAL ROYAL ROYAL ROYAL Harris Teeter Neighborhood Food & Pharmacy Drive Consumer Traffic & Trial through ibotta digital platform ibotta 8MM+ Impressions 14K+ Redemptions H-E-B meijer A Walmart Albertsons Kroger Companies LT Foods#23Various Brand Initiative in Digital Space Daawat Brown Rice Digital Campaign DAAWAT BROWN RICE DAAWAY 15 Daawat Daawat Sehat - Digital Film Continuing our efforts to build the brand awareness and generate trials for the iron and vitamin fortified range Daawat Sehat, we launched our digital film on digital media. AP Digital Campaign is live Launch of New Campaign in South has led Brand to become Market leader in AP with 69.9% market share th raha ho ZEE5 DISNEY+ hotstar ►YouTube Total Views Total Impressions 12.5 mn. 7.4 mn. Biryani Digital Campaign Recipes in regional language and Regional chefs for Biryani recipes 8:03 Daawat Pulav Rice Sanjeer Daawat Pulav Rice Sanjeev Kapoor 25 Sec Hindi 79K views 1 year ago 3M views 1 year ago Daawat Basmati Biryani Recipe Video-6 seconds 5.9K views 1 year ago Vegetable Biryani Mutton Biryani Kashmiri Mutton Biryani 4.8M views 1 year ago 86K views 1 year ago 43 views 1 year ago Kapoor 25 See Telugu Robust Digital promotion to generate more than 50 lakh views. gaana.com amazon Total Impressions Total Views Total Reach 14.4 lakhs 34.7 lakhs 7.2 lakhs Strengthening our brands with consumer communication highlighting superior quality and product performance to capitalise on the new opportunities of growth 23 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#24Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 24 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#25Strategic Focus (()) • • Margin Expansion Change in Product Mix Efficiencies across value chain Economies of Scale Growth • Solidify the leadership position in key markets • Increase consumer penetration across segments to grow current market share Strengthen & widen distribution network Expand existing product portfolio and launch new products leveraging brand & distribution strength i.e. Rice based snacks, Ready to Eat and Ready to Cook Expand organic portfolio in value added segments Strengthen Financial Metrics - Improve EBITDA margins by - 50bps 100bps p.a. • Strengthen the Balance Sheet • Improve ROCE & ROE Maximizing shareholder return through creating a fully integrated, global, sustainable, predictable, profitable and growing consumer business 25 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 LT Foods#26Contents Key Highlights Consumer Trends & Right-to-Win Financial Update Capital Allocation Plan Marketing Initiatives Strategic Focus Shareholding Pattern 26 | LT Foods Investor presentation, 1HY FY21 & Q2 FY21 GOLDTAL INDUS VALLEY אורז בסמטי הודי Basmati Rice Premium 817 ELEPHANT PREMIUM ROYAL TIKKA MASALA SEASONED SASMATI RICE SEC TIME ROYAL NON- ANCHO CHILI LIME SEASONED BASMATI RICE 142 1& ROYAL CILANTRO LIME SEASONED BASMATI RICE OLATER FREE ORGANIC ecolife ecofife AUTHENTIC FAMILY FARM FORK AUTHENTIC AMARANTH DAAWAT DAAWAT DAAWAT PULAV BASMATI RICE Pearly Wender Grains TRADITIONAL BASMATI RICE Original Rich Aroma BIRYANI BASMATI RICE World's Longest Grains MASALA KARI KARI HOT GABLIC WASABI SCHEZWAN ROZANA INDIAN BASMATI R NEW The Perfect Choice, Day A MANCHURIAN DOM BRYANT IRON VITAMINS ally reca DAAWAT Sehat MOGRA SMATI RICE DAAWAT Plue Sale SCE DAAWAT Bice Smuts Sauce DAAWAT Rice Santé Saacce DAAWAT DAAWAT Rise Sets Sauce Be Seats Jonce 70 IRON VITAMINS DAAWAT Sehat MINI MOGRA BASHA RICE Free - 60 The pineur B for she finest musim CRUNCHIEST Xaway MIX-STRESERVE PARM Re Free LT Foods#27Shareholding Pattern As on September 30, 2020 Others, 36.0% Other DII's, 0.6% FII, 1.6% Mutual Funds, 5.1% 27 LT Foods Investor presentation, 1HY FY21 & Q2 FY21 Promoter, 56.8% LT Foods#28Investor Contact DAAWAT THE FINEST BASMATI DAAWAT BIRYANI BASMATI RICE DAAWAT DROWN Ms. Monika Chawla Jaggia Email: [email protected] Tel: 0124-3055210 CIN: L74899DL1990PLC041790 Website: Itgroup.in Address: Unit-134, 1st Floor, Rectangle-1, Saket District Centre, Saket, New Delhi-110017 DaawatBasmatiOfficial Authentic Royal Foods ecoLife World of LT foods ROYAL DAAWAT TRADITIONAL ROYAL CHICKEN & HERB ROYAL GARLIC & GHEE ROYAL CILANTRO LIME Devaaya Devaaya BASMATI INDUS VALLEY ROZANA ecolife RED LENTILS ORGANIC ecolife WHITE JASMINE RICE MANY ecolife AMARANTH NES VARY UNITY HERITAGE BASMATI RICE KERIT SALATI FIC XXL FRITAGE PREMIUM 817 ELEPHANT KARIKARI 177H3 RZANK Sous Vu KARI KARI JAPANESE PREMIUM SNACKS KARIKARI KARIKARI KARI KARI SALT PEPPER MAN'A SPICE WASABI 28