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Earnings Call

Patanjali Foods Earnings Call: Key Takeaways

Patanjali Foods crossed ₹40,000cr annual revenue in FY26, driven by Edible Oil and FMCG growth. Management focuses on FMCG integration and oil palm plantation expansion.

Why this was an Alfa AlertNot a filter event. Performance and guidance are within standard growth trajectories without a confirmed 10%+ guidance beat.
Highlights
Revenue growth₹40,169cr in FY26; Q4 revenue hit record ₹11,155.60cr.
MarginsTargeting 200bps improvement in HPC; 2-4% range for Edible Oils.
Demand visibilityResilient domestic demand; urban recovery and rural supported by crop season.
Management confidenceHigh confidence in 12-15% blended growth for next year.

Growth

FY26 Revenue: ₹40,169cr (growth in edible oil/FMCG). Q4 Revenue: ₹11,155.60cr. FY26 EBITDA: ₹1,931.52cr (4.79% margin).

Outlook

Guidance: 3-5% volume growth in Edible Oils; 10% in Foods; 15-18% in HPC. FY27 EBITDA margin target ~4%.

Risks

Edible oil price volatility, geopolitical tensions, El Niño impact on crops, and potential government policy overreach.

Last quarter's promises, checked

Delivered

  • Guided 8-10% Food growth → delivered 19.95% (= BEAT)
  • Targeted 200bps HPC margin improvement → delivered ~700bps improvement to 24.95% (= BEAT)
  • Guided 15% HPC growth → delivered 15-18% range (= BEAT)

Partly delivered

  • Guided 50-50 FMCG/Oil margin mix → delivered 66% FMCG / 34% Oil margin (= PARTIAL: outpaced target)

Missed

  • Targeted 2-4% Edible Oil EBITDA margin → delivered 2.39% (= MISS: at lower bound despite record revenue)
Source

Earnings Call filed with BSE, NSE: PATANJALI. Summary written with AI assistance from the document.

Read the document ↗

Patanjali Foods Ltd: key numbers

Share price
₹431.30
Market cap
₹46,930 Cr
Revenue (annual)
₹40,170 Cr
Net profit (annual)
₹1,814 Cr
P/E (TTM)
23.8×Sector 41.3×
Promoter holding
68.25%+0.00% QoQ
FII holding
7.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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