Patanjali Foods Limited — Investor Meet, 07-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Patanjali Foods delivered its highest ever quarterly and half-yearly performance. Q2 FY26 revenue hit Rs. 9,798.84 Cr (+20.95% YoY) with EBITDA at Rs. 603.32 Cr (+22.17% YoY), and PAT boosted by a tax refund. Half-year revenue reached Rs. 18,564 Cr. The company reclassified to a unified FMCG segment, which saw Q2 revenue of Rs. 2,914 Cr (+34.3% QoQ) and 12.28% EBITDA margin, aiming for 50% of total revenue. Edible oils revenue grew 17.17% YoY, with branded oils forming 76% of sales. Oil palm cultivation expanded past 1 lakh hectares. Management anticipates 300-400 bps volume growth from GST changes and expects demand recovery, focusing on market penetration, distribution, and cost efficiency. The outlook is confident on sustained growth.