Patanjali Foods Ltd (NSE:PATANJALI)
₹ 345 -3.45 (-0.99%) Market Cap: 375.32 Bil Enterprise Value: 393.69 Bil PE Ratio: 19.26 PB Ratio: 2.90 GF Score: 68/100

Q4 2026 Patanjali Foods Ltd Earnings Call Transcript

May 30, 2026 / 01:30PM GMT

Key Points

Positve
  • Patanjali Foods Ltd (BOM:500368) achieved a significant milestone by crossing the INR40,000 crore mark in revenue for FY26, driven by double-digit growth in the edible oil and FMCG segments.
  • The company reported its highest ever quarterly revenue from operations in Q4 '26, amounting to INR11,155 crores.
  • The FMCG segment showed strong performance with a 19.95% year-on-year growth, contributing significantly to the company's EBITDA.
  • The Home and Personal Care business delivered a robust performance with a 35.42% year-on-year growth in revenue.
  • Patanjali Foods Ltd (BOM:500368) is well-positioned to navigate market volatility due to its strong distribution network and scale advantage, particularly in the edible oil sector.
Negative
  • The company faced inflationary pressures in packaging materials, freight, and insurance costs due to crude oil volatility.
  • There was a noticeable decline in the staples and ethnic foods revenues, attributed to seasonal factors and market conditions.
  • The edible oil segment experienced a sharp price increase, impacting input costs and margins.
  • Receivable days and borrowings increased significantly, reflecting extended credit to customers and advance payments to vendors.
  • The biscuit category saw a marginal dip in growth sequentially, attributed to seasonal consumption patterns.
Operator

Ladies and gentlemen, good day, and welcome to the Patanjali Foods Limited Q4 FY26 earnings conference call. (Operator Instructions) Please note, this call is being recorded.

I now hand the conference over to Mr. Sanjeev Asthana, CEO, Patanjali Foods Limited. Thank you, and over to you, sir.

Sanjeev Asthana
Patanjali Foods Ltd - Chief Executive Officer

Thank you very much, and thank you, and good evening to everyone who has joined this call. A very warm welcome to Patanjali Foods Limited's call to discuss the financial performance for Q4 '26 and FY26. I'm accompanied by the company's CFO, Kumar Rajesh ji, along with Mr. Priyendu Jha from the Investor Relations team, and our Investor Relations partner, Strategic Growth Advisors. We have uploaded the results collateral on the stock exchanges as well as the company's website for your reference.

Let me begin with a quick snapshot of our financial performance. During the call, we will be referring to the stand-alone financials. FY26 is our first full year after the integration of the HPC business

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