Patanjali Foods Limited — Results, 14-08-2025: Integrated Filing- Financial

Patanjali Foods reported a strong Q1 FY26 consolidated performance. Revenue from operations surged by 24% YoY to ₹8,899.71 Cr, largely driven by robust growth in Edible Oils and a significant contribution from the newly integrated Home & Personal Care (HPC) segment (₹639.02 Cr). Despite facing subdued urban demand, the company saw sequential volume recovery in Food & Other FMCG, with biscuits growing 8.24% YoY and ghee up 23% YoY.

Net profit for the quarter was ₹180.36 Cr (PAT margin of 2.02%), with basic EPS at ₹4.98. EBITDA stood at ₹334.17 Cr (3.75% margin). While Edible Oil segment margins were affected by custom duty changes and inventory, HPC proved a strong profit driver, contributing nearly 36% to total EBITDA, indicating initial synergy benefits.

Operationally, material costs rose with revenue. The company is actively expanding rural distribution and strengthening channel ecosystems. Strategic focus includes value packs for affordability and premiumizing key brands like Dant Kanti. Patanjali Foods has also proposed a 2:1 bonus share issue. Management is optimistic about a strong H2 FY26, anticipating a consumption revival driven by easing inflation and favorable monsoons. Overall, despite some sector headwinds, PFL's diversified growth drivers and strategic initiatives position it for stable to positive momentum.