| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | Revenue up 29% YoY to ₹11,327 Cr, a fourth consecutive record. |
|---|---|
| Margins | Biscuits margin improved to 15.65%; staples facing negative EBITDA. |
| Demand visibility | Positive for biscuits; cautious on staples due to rural headwinds. |
| Management confidence | Balanced, though cautious regarding rural stress and monsoon impacts. |
Growth
Revenue grew 29% YoY to ₹11,327 Cr; biscuits segment expanded 27% with improved margins.
Outlook
Management guides for 10-12% revenue growth and ₹2,500 Cr EBITDA within 18 months.
Risks
Negative EBITDA in staples (₹-59 Cr) and El Nino impact on rural demand.
Last quarter's promises, checked
Delivered
- Guided Edible Oil EBITDA 2-4% → delivered 2.58% (= BEAT)
- Guided FMCG growth high double digits → delivered 19.95% (= BEAT)
- Guided 1.5 lakh ton annual volume growth → delivered 1.5 lakh tons (= BEAT)
Partly delivered
- Guided Veg Oil growth 3-5% → delivered 29% revenue growth but volume mix shifting (= PARTIAL)
Missed
- Guided Food EBITDA ~10% → delivered negative EBITDA in staples (= MISS)
Earnings Call Transcript filed with BSE, NSE: PATANJALI. Summary written with AI assistance from the document.
Patanjali Foods Ltd: key numbers
- Share price
- ₹403.95
- Market cap
- ₹43,954 Cr
- Revenue (annual)
- ₹40,170 Cr
- Net profit (annual)
- ₹1,814 Cr
- P/E (TTM)
- 22.3×Sector 43.4×
- Promoter holding
- 68.25%+0.00% QoQ
- FII holding
- 8.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Patanjali Foods Ltd
All →Patanjali Foods Legal & Regulatory
Patanjali Foods received an order prohibiting the sale of a single batch of Sunrich Refined Sunflower Oil in Thiruvananthapuram due to excess TBHQ levels.
- From
- Office of The Assistant Commissioner of Food Safety, Thiruvananthapuram
Patanjali Foods Other Announcement
Patanjali Foods disclosed an independently prepared ESG rating of 61 from Niche Ninety Nine. The company did not engage the rating agency; the disclosure is informational under Regulation 30.
Patanjali Foods Other Announcement
Reg 36(1)(b) shareholder letter providing web-links to the 40th AGM notice and FY 2025-26 Integrated Annual Report. Routine compliance communication with no financial or business substance.
Patanjali Foods Annual General Meeting
Patanjali Foods Limited has issued the notice for its 40th Annual General Meeting scheduled for September 29, 2026. The meeting will be conducted via video conferencing.
Patanjali Foods Annual Report
Patanjali Foods Limited has submitted its Integrated Annual Report for the financial year 2025-26 along with the Notice of its 40th Annual General Meeting.
Patanjali Foods Capital Structure Change
GQG Partners entities sold a 0.08% stake in Patanjali Foods Limited through on-market transactions. Their combined holding decreased to 3.94% following the disposal.