Nestlé India (NESTLEIND) Q4 24/25 earnings summary

Executive summary

• Achieved highest ever quarterly domestic sales, crossing INR 5,235 crore, with broad-based growth across product groups and strong performance in Beverages and Confectionery; three out of four product groups delivered healthy growth.

• Powdered and Liquid Beverages led annual growth, with NESCAFÉ gaining market share and expanding its consumer base; Confectionery and Prepared Dishes also posted robust results.

• Petcare and Out-of-Home businesses delivered high double-digit growth; e-commerce contributed 8.5% of domestic sales, driven by Quick Commerce.

• Board recommended a final dividend of INR 10 per share, with total dividend for FY25 including two interim dividends.

• Strategic investments in capacity, innovation, and sustainability continued, including a new Odisha factory and expanded rural distribution.

Financial highlights

• Standalone total sales for FY25 reached INR 20,077.5 crore; net profit stood at INR 3,314.5 crore.

• Profit from operations was 21.5% of sales; robust cash generated from operations at INR 2,936.3 crore.

• Earnings per share (EPS) for FY25 was INR 34.38; final dividend recommended at INR 10 per share.

• For the quarter ended 31 March 2025, total sales and domestic sales increased by 3.7% and 4.2% respectively compared to the same quarter last year.

• Exceptional items included gains from the sale of the Nutraceutical and Business Services divisions.

Outlook and guidance

• Commodity prices for coffee remain firm; cocoa prices have corrected but are still high; edible oil prices stable; milk prices have firmed up with summer onset.

• Continued focus on innovation, premiumization, and rural expansion; ongoing investments in capacity and sustainability initiatives.