Patanjali Foods (PATANJALI) Q3 24/25 earnings summary

Executive summary

• Achieved highest-ever quarterly revenue from operations in Q3FY25 at ₹9,103.13 crores, with a 48.79% YoY increase in EBITDA to ₹581.24 crores and PAT of ₹370.93 crores, up 71.3% YoY.

• Integration of the Home and Personal Care (HPC) business from November 2024 contributed ₹420.36 crores in Q3FY25 revenue and enhanced portfolio diversification.

• Edible Oils segment delivered strong profitability amid volatile markets and high input cost inflation.

• Expanded branding and marketing with celebrity endorsements and increased advertising spend.

• Rapid growth in Oil Palm Plantation area and processing capacity, with new mill in Arunachal Pradesh commencing production.

Financial highlights

• Q3FY25 revenue from operations grew 15.07% YoY to ₹9,103.13 crores; total income reached ₹9,143.78 crores.

• EBITDA rose 48.79% YoY to ₹581.24 crores, with margin improving to 6.4%.

• PAT for Q3FY25 was ₹370.93 crores, a 71.3% YoY increase; PAT margin at 4.06%.

• Export sales reached ₹67.27 crores, with presence in 29 countries.

• Advertising and sales promotion spend was 2.5% of revenues, the highest in 10 quarters.

Outlook and guidance

• Management remains cautiously optimistic, expecting improved demand in Q4 as CPI moderates and tax cuts increase disposable income.

• Strategic focus on premiumization, urban playbook revamp, rural expansion, productivity, and digital transformation.

• Continued emphasis on marketing, product innovation, and expansion in plantations and renewable energy.