Patanjali Foods Limited — PPTs, 01-11-2025: Investor Presentation
Patanjali Foods delivered its strongest-ever Q2FY26 and H1FY26 financial results.
**Business Performance:** Q2FY26 Revenue from Operations surged 20.9% YoY to ₹9,798.84 Cr, with Operating EBITDA growing 22.2% YoY to ₹552.09 Cr. Profit Before Tax (PBT) increased 21.0% YoY to ₹505 Cr. The FMCG segment was a standout, posting revenue growth of 30.1% YoY to ₹2,914 Cr and EBITDA climbing 52.5% YoY. The Edible Oil segment contributed strongly, with revenue up 17.2% YoY, driven by double-digit growth in branded products.
**Growth Drivers & Strategy:** Strategic reclassification of Food & FMCG with HPC into a unified FMCG segment. The Oil Palm Plantation expanded to over 1 lakh hectares, bolstering backward integration and future high-margin business. Expect benefits from GST rationalization across 55% of the FMCG portfolio.
**Recent Developments:** Launched new products like Saffron Kesar and Renal Health Care Powder. Signed an MoU for ₹1,000 Cr. investments in food processing, aiming to create 7,000 jobs.
**Management Outlook:** Noted continued strong rural demand with early signs of urban recovery.
