Patanjali Foods Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Patanjali Foods reported record Q3 FY26 revenue of Rs. 10,483.71 Cr (+16.53% YoY) and strong 9M revenue. Q3 EBITDA stood at Rs. 492.06 Cr (4.69% margin). Management noted temporary trade disruptions due to GST 2.0 are stabilizing, expecting stronger volume recovery. FMCG revenue surged 38.93% YoY, contributing 66.33% of Q3 EBITDA, with biscuits (+26.4%) and ghee (+46.5%) showing robust growth. The company expanded retail reach to over 2 million outlets. Long-term, Patanjali targets 8-10% growth for Food, 15% for HPC, and 3-4% volume for edible oils, aiming for double-digit overall EBITDA and a 50-50 revenue split between edible and non-edible segments. Management remains confident about sustained growth.