Nestlé India (NESTLEIND) Q4 25/26 earnings summary

Executive summary

• Achieved strongest quarterly growth in nearly a decade, driven by double-digit volume growth and highest-ever domestic sales for Q4 FY26.

• All product groups and business channels recorded strong double-digit growth, with significant gains in market share and penetration.

• Focused on cost efficiency, reinvestment in brands, and capacity expansion to support future growth.

Financial highlights

• Standalone total sales for FY26 reached INR 23,071.5 million, up 14.9% year-over-year; domestic sales up 14.6%.

• EBITDA margin for Q4 FY26 at 26.3%; full-year EBITDA at 23.0% of sales.

• Net profit for FY26 was INR 3,544.6 million, with EPS of INR 18.38.

• Robust cash generated from operations at INR 5,047.6 million.

• Final dividend of INR 5.00 per equity share recommended, in addition to an interim dividend of INR 7.00 per share.

Outlook and guidance

• Priorities for the coming year include consumer centricity, penetration-led volume growth, reinvestment behind brands and capacity, and accelerating tech-led sales and operations.

• Commodity outlook: coffee and cocoa prices subdued, sugar stable, edible oil and milk prices firm; wheat affected by unseasonal rains.