ALFA Finder| 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
- ₹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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