Patanjali Foods (PATANJALI) Q3 25/26 earnings summary

Executive summary

• Achieved record quarterly revenue of INR 10,483.71 crore in Q3 FY26, up 16.53% year-on-year, and nine-month revenue of INR 29,013.98 crore.

• FMCG segment contributed 30.68% to Q3 revenue and 66.33% of Q3 EBITDA, with segment revenue up 38.93% year-on-year.

• Edible oil segment Q3 revenue was INR 7,335.71 crore, up 8.98% year-on-year, with branded oils accounting for 85% of sales.

• EBITDA (excluding exceptional items) for Q3 was INR 492.06 crore (margin 4.69%), and for nine months INR 1,429.56 crore (margin 4.93%).

• Palm plantation area reached 1,08,164 hectares as of December 2025.

Financial highlights

• Q3FY26 standalone revenue from operations: INR 10,483.71 crore; 9MFY26: INR 29,013.98 crore.

• Q3FY26 gross profit: INR 1,421.32 crore; gross margin: 13.56%.

• Q3FY26 EBITDA (excl. exceptional items): INR 492.06 crore; margin: 4.69%.

• Q3FY26 profit before tax (excl. exceptional items): INR 39,473.56 lakh; after exceptional items: INR 36,454.47 lakh.

• Q3FY26 EPS (basic/diluted): INR 5.46/5.45; 9MFY26 EPS: INR 11.87/11.86.

Outlook and guidance

• Expects a strong finish to FY26, driven by GST reforms, macro tailwinds, and robust rural demand.

• Urban demand expected to strengthen with easing inflation and tax reforms; rural demand to remain robust.

• Food business targeted to grow 8%-10% annually with 8%-10% EBITDA margin.

• HPC business targets 15% growth and sustainable EBITDA margin above 20%.

• Edible oil business targets 3%-4% volume growth and 2%-4% EBITDA margin.