Patanjali Foods Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Patanjali Foods reported Q1 FY26 revenue of ~INR 8,900 Cr (+24% YoY), with EBITDA margin at 3.75% and PAT margin at 2.02%. Edible oil revenue grew 25% YoY (INR 6,685 Cr), but duty changes and inventory costs compressed its EBITDA margin to 1.78%. HPC saw strong performance (INR 639 Cr) with an 18.7% EBITDA margin. Food/other FMCG revenue declined 15% YoY (INR 1,660 Cr), showing 5.23% EBITDA. Management aims for 50% FMCG revenue and double-digit overall EBITDA in five years. They project 15% HPC growth and 2-3% edible oil volume growth (4% EBITDA), expecting H2 FY26 recovery through distribution and brand focus.