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EquityWireAnalyst Concall: Biscuits, skin care items on Patanjali Foods' launch list
Analyst Concall

Biscuits, skin care items on Patanjali Foods' launch list

This story was originally published at 11:38 IST on 12 February 2026
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Informist, Thursday, Feb. 12, 2026

 

Please click here to read all liners published on this story
--Patanjali Foods:Cut prices in toothpaste, hair oils to pass on GST benefit 
--CONTEXT: Comments by Patanjali Foods mgmt in post-earnings analyst concall 
--Patanjali Foods: Increased quantity in biscuits to pass on GST cut benefit 
--Patanjali Foods: No immediate plans to introduce any new dairy product 
--Patanjali Foods: Plan to launch 3 home, personal care products in 6 months 
--Patanjali Foods: Premium pdts in Q4 launch pipeline for biscuit category 

 

By Shakshi Jain and Shreya Shetty

 

NEW DELHI/MUMBAI – Consumer goods maker Patanjali Foods Ltd. has a slew of products in its launch pipeline for the next few months, including premium offerings in the biscuits category this quarter and at least three new products in the home and personal care category over the next six months. The company, however, has no immediate plans to introduce a new dairy product.

 

"...on the dairy side, I would imagine the variations of ghee, we will certainly do. But products like butter or cheese or liquid milk or flavoured milk, et cetera, that category... there's no immediate plans for that," company Chief Executive Officer Sanjeev Asthana said in a post-earnings conference call with analysts Thursday.

 

For the December quarter, the company reported a net profit of INR 5.94 billion, up over 60% on year. The company's revenue from operations for the quarter grew around 17% on year to INR 104.84 billion. Despite higher input costs during the December 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.  

 

In the December quarter, the company reduced prices of toothpaste and hair oil products to pass on the benefit of the recent Goods and Services Tax rate cuts to customers. In the biscuits category, the company introduced higher quantity packs. "We anticipate a stronger volume recovery ahead, with the positive effects of GST rate reductions expected to become more evident in the upcoming quarters," Asthana said, later adding that he expects pricing pressure to persist amid tightening global vegetable oil supplies.

 

In the December quarter, revenues from the company's largest segment, edible oils, grew nearly 9% on year 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. The company has a target of 3–4% annual growth in volumes of edible oils.

 

"...longer term, the guidance is very clear that food business, 8% to 10% growth, HPC (home and personal care) business, 15% growth, which is a high margin category for us," Asthana said.

 

At 1117 IST, shares of Patanjali Foods traded at INR 519.50 on the National Stock Exchange, down 0.4%.  End

 

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

 

Edited by Deepshikha Bhardwaj

 

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