Q3 2026 Patanjali Foods Ltd Earnings Call Transcript
Key Points
- Patanjali Foods Ltd (BOM:500368) achieved the highest ever revenue from operations in Q3 FY26, amounting to INR10,483.71 crores, marking a year-on-year growth of 16.53%.
- The FMCG segment showed robust growth with a quarterly revenue of INR3,248 crores, reflecting a 38.93% year-on-year increase.
- The company successfully introduced higher grammage packs and revised pricing to pass on GST-related benefits to consumers, anticipating stronger volume recovery.
- The edible oil segment recorded a revenue of INR7,335.71 crores, with 85% of sales coming from branded oils, driven by strong marketing initiatives.
- Patanjali Foods Ltd (BOM:500368) expanded its distribution network, now present in over 2 million retail outlets, and increased its presence across modern trade, e-commerce, and quick commerce platforms.
- The EBITDA margin for the edible oil segment was relatively low at 2.39%, indicating pricing pressures in this segment.
- Temporary trade disruptions occurred in September and October due to GST 2.0 reforms, impacting operations.
- The company faced challenges with palm oil prices declining by 12.6% year-on-year, affecting the edible oil segment's profitability.
- Staples continue to be a drag on margins due to lower brand loyalty and price sensitivity in this category.
- The competitive intensity in the toothpaste market remains high, with limited growth potential between 3% and 5%.
Good morning, ladies and gentlemen, and welcome to the Patanjali Foods Limited Q3 FY26 earnings conference call hosted by Strategic Growth Advisors. (Operator Instructions) Please note that this conference is being recorded.
Before we proceed, this conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantee of future performance and involves risks and uncertainties that are difficult to predict.
I now hand the conference over to Mr. Sanjeev Asthana, CEO, Patanjali Foods Limited. Thank you, and over to you, sir.
Thank you, and good morning to everyone. A very warm welcome to Patanjali Foods Limited's call to discuss the results for the third-quarter and nine months ended FY26. I'm joined by the company's CFO, Kumar Rajesh ji, along with Mr. Priyendu Jha from the Investor Relations team and our IR partner, Strategic Growth Advisors.
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