Patanjali Foods (PATANJALI) Q4 25/26 earnings summary

Executive summary

• FY 2026 marked the first full year post-HPC integration, with revenue surpassing INR 40,000 crore and progressive momentum each quarter, achieving the highest-ever quarterly revenue in Q4 2026.

• Double-digit growth was achieved in both edible oil and FMCG segments, with resilient demand across urban and rural markets.

• Edible oil segment revenue grew 23.28% YoY and 13.47% QoQ in Q4FY26, driven by volume uptick.

• FMCG segment contributed 27.6% to annual revenue and 61.13% to EBITDA in FY26.

• Board declared a total dividend of ₹3.50 per share for FY26.

Financial highlights

• FY 2026 revenue from operations: INR 40,169 crore; Q4 revenue: INR 11,155 crore.

• FY 2026 EBITDA (excluding exceptionals): INR 1,931 crore (margin 4.79%); Q4 EBITDA: INR 502 crore (margin 4.48%).

• FY 2026 profit before tax: INR 1,353 crore (PBT margin 3.36%); Q4 PBT: INR 236 crore (PBT margin 2.10%).

• Q4FY26 PAT: ₹524.02 crore, up 46.16% YoY.

• Annual export revenues: ₹187.77 crore, with exports to 37 countries.

Outlook and guidance

• Edible oil volume growth expected at 3%-5% for FY 2027, in line with national trends.

• Foods business projected to grow 8%-10%, HPC segment targeted at 15% growth.

• Margin guidance: edible oil slightly below 4%, foods around 10%, HPC above 18%.

• Blended EBITDA growth anticipated at 12%-15% for FY 2027.

• Management expects continued strong domestic demand, supported by easing inflation and robust rural and urban consumption.