Patanjali Foods (PATANJALI) Q1 25/26 earnings summary

Executive summary

• Q1 FY26 revenue reached ₹8,912.69 crore, up 24% year-on-year, with gross profit at ₹1,259.19 crore and PAT at ₹180.39 crore (2.02% margin).

• Rural demand outpaced urban, though urban markets showed early signs of recovery by quarter-end.

• Brand-building and advertising spend was ₹64.47 crore (0.72% of revenue), supporting market presence.

• Oil Palm Plantation expanded to 92,133 hectares, with a majority in high-yielding age group.

• Company expanded exports to 27 countries and continued distribution and product innovation.

Financial highlights

• Edible oil segment revenue was ₹6,685.86 crore, up 25.34% YoY, with branded sales at 72% of total.

• Food & Other FMCG segment revenue was ₹1,660.67 crore, with EBITDA of ₹86.83 crore; biscuits vertical grew 8.24% YoY, contributing ₹304 crore.

• HPC segment revenue was ₹639.02 crore, with EBITDA of ₹119.50 crore and 18.7% margin; dental care led with ₹332.18 crore.

• Gross profit margin was 14.13%; EBITDA margin 3.75%; PAT margin 2.02%.

• Export revenues were ₹39.34 crore, with products reaching 27 countries.

Outlook and guidance

• Management targets 8%-10% growth in FMCG, 15% in HPC, and 2%-3% in edible oils for the year.

• Double-digit EBITDA margin targeted for FMCG, 2%-4% for edible oils, and overall company margin of 10%.

• Easing raw material costs and favorable macroeconomic factors expected to support margin expansion and demand recovery in H2 FY26.

• Focus on expanding distribution, launching new products, and leveraging value packs to address downtrading.