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Informist, Wednesday, Feb. 11, 2026

 

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--Patanjali Foods Oct-Dec net profit INR 5.94 bln vs INR 3.71 bln year ago 
--Patanjali Foods Oct-Dec revenue INR 104.84 bln vs INR 89.97 bln year ago 
--Patanjali Foods Apr-Dec net profit INR 12.91 bln vs INR 9.43 bln yr ago 
--Patanjali Foods Apr-Dec revenue INR 290.14 bln vs INR 242.46 bln year ago 
--Patanjali Foods Q3 raw material cost INR 70.98 bln vs INR 59.81 bln yr ago 
--Patanjali Foods Q3 edible oil revenue INR 73.36 bln vs INR 67.31 bln yr ago 
--Patanjali Foods Q3 FMCG revenue INR 32.48 bln vs INR 23.38 bln yr ago 
--Patanjali Foods Oct-Dec EBITDA INR 4.92 bln; EBITDA margin 4.69%

 

By Arya S. Biju

 

MUMBAI – Robust demand amid festival season and strong sales growth in the fast-moving consumer goods and edible oils segment saw Patanjali Foods Ltd. report its highest revenue in at least 45 quarters for the December quarter. The company's bottom line for the quarter was also the highest in at least 23 quarters. The company's bottom line for the quarter was also supported by a large tax write-back.

 

The company reported a net profit of INR 5.94 billion for the December quarter, up over 60% on year and 15% from the trailing quarter. This was also better than the INR 3.44 billion estimated by Systematix Shares and Stocks (India) Ltd., the only estimate on the company's December quarter earnings available with Informist. The company's bottom line for the quarter was impacted by a one-time cost of INR 301.9 million on account of the implementation of the new labour codes. If not for this one-time cost, the company would have reported a net profit of INR 6.24 billion, nearly double the net profit estimated by the Street.

 

The company's revenue from operations for the quarter grew around 17% on year and over 7% on quarter to INR 104.84 billion. This was also way better than the INR 99.36 billion estimated by Systematix. Its other income for the quarter more than doubled on year to INR 574 million.  

 

Patanjali Foods had a tax write back of INR 2.29 billion in the December quarter, as against a tax outgo of INR 1.20 billion in the corresponding quarter a year ago.

 

However, the company's earnings before interest, taxes, depreciation, and amortisation for the quarter fell over 15% on year to INR 4.92 billion mainly due to an increase in raw material costs and a change in product mix of fast-moving consumer goods with higher reliance on staples, the company said in a post-earnings press release. Its operating EBITDA excluding exceptional items for the quarter was INR 4.35 billion. The company's EBITDA margin for the quarter contracted 170 basis points on year to 4.69%.

 

The company's total expenses for the quarter grew nearly 19% on year to INR 101.46 billion, outpacing the near 17% on-year growth in its total sales. The rise in total expenses was mainly because of a near 19% on-year jump in its raw material costs to INR 70.98 billion. Raw material costs accounted for 70% of the company's total sales in the reporting quarter.

 

On the other hand, the company's expenses related to purchases of stock-in-trade, which accounted for 20% of its total costs, fell nearly 21% on year to INR 20.72 billion. Its other expenses and employee benefit expense for the quarter grew around 19% and over 22% on year to INR 7.53 billion and INR 1.76 billion, respectively.

 

Revenue from the company's largest segment, edible oils, grew nearly 9% on year and over 5% sequentially to INR 73.36 billion. This was mainly driven by sales of branded edible oils, which accounted for around 85% of the total edible oil sales, Patanjali Foods said. "Despite the volatility in the pricing the company remained focused on operational efficiencies and backward integration to mitigate impacts and protect margins," it said in the press release. The EBITDA of the edible oils segment for the quarter, however, fell nearly 52% on year to INR 1.75 billion and its EBITDA margin was 2.39%.

 

Revenue from the fast-moving consumer goods segment grew 39% on year and over 12% sequentially to INR 32.48 billion. The segment's EBITDA for the quarter was INR 3.53 billion and its EBITDA margin was 10.88%. "This performance was in line with the internal benchmarks, and it demonstrated the segment's operational efficiency and disciplined cost management," Patanjali Foods said. 

 

During the quarter, rural demand continued to outpace urban demand for the seventh consecutive quarter due to broader economic factors, the company said. "The value growth gap widened in November with urban FMCG value growth at 2.5% versus stronger rural growth of 5.7%. However, in October, urban growth saw a sharp rebound of 6.3% while rural growth was 7.1%," Patanjali Foods said.

 

Despite higher input costs during the quarter, the company's biscuits business recorded a revenue of INR 4.90 billion, up over 26% on year. Similarly, its ghee sales grew nearly 47% on year to INR 4.68 billion, driven by higher demand due to festivals and winter season. The demand for staples also remained healthy in the quarter with the segment revenue at INR 12.56 billion. Dry fruits, kesar, and spices and condiments registered robust growth during the quarter exceeding expectations on account of festivals, Patanjali Foods said.

 

The company's dental care segment reported a revenue of INR 3.39 billion in the December quarter, followed by skin care at INR 1.56 billion, home care at INR 777.3 million, and hair care and other products at INR 547.8 million. Revenue from nutraceuticals segment was INR 115.9 million, with general nutrition showing increased customer acceptance. The existing stock keeping units continued to deliver steady growth, further strengthened by new launches, the company said. 

 

For the nine months ended December, the company reported a net profit of INR 12.91 billion on a revenue of INR 290.14 billion. In the corresponding quarter a year ago, the company had reported a net profit of INR 9.43 billion on a revenue of INR 242.46 billion. The company had acquired the home and personal care business of Patanjali Ayurved Ltd. in Nov. 1, 2024 and accordingly, the figures for the nine months ended December 2025 are not comparable with the corresponding periods of the previous year, Patanjali Foods said.

 

Patanjali Foods announced its December quarter earnings post-market hours Wednesday. Ahead of the earnings, the stock closed almost flat at INR 521.75 on the National Stock Exchange.  End 

 

Edited by Ashish Shirke

 

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