Patanjali Foods Limited (PATANJALI) Earnings Call Transcripts

Patanjali Foods Limited's Latest Earnings Call - Q4 FY2026

Patanjali Foods Limited reported its Q4 FY '26 earnings with a notable increase in revenue, reaching INR 11,155 crores, marking the highest quarterly revenue in the company's history. For the full fiscal year, revenue from operations was INR 40,169 crores. The company experienced double-digit growth in both the edible oil and FMCG segments. Total EBITDA for the year, excluding exceptional items, was INR 1,931 crores with a margin of 4.9%. Management highlighted resilience in domestic demand and the impact of geopolitical tensions on input costs, particularly in the edible oil segment. Guidance indicates a focus on strengthening brand portfolio and distribution, with expectations of continued growth in the FMCG and HPC segments.

Reported metrics

Guidance from management

Management expects to maintain EBITDA margins in the edible oil segment between 2% to 4% despite volatility. They anticipate 8% to 10% growth in the food business and 15% growth in HPC for FY '27.

What management said

As I mentioned, it's a seasonally season like. It's a good window that we have in Q1 always at the beginning of the year because the season starts to pick up. and start to the momentum continues to build over Q2 and Q3. So we'll have a substantial uptick compared to INR 478 crores that we had in the previous quarter in the Q4 of '26, we should have an uptick quite a substantive one.

I understood Basically, we are having a refund processing -- refund process into the earlier assessment yes. We have got very good assessment post CIRP. Basically, we claimed our expenditures, and we offered income for the write-back of a loan amount during the CIRP when we took over the company. The assessment was completed. Now, and we are getting refunds. So our lead tax has been adjusted from the current tax dema...

What analysts pressed on

Analysts expressed concerns about the decline in the staples and ethnic foods segment, questioning the drivers behind the drop and the potential for recovery. There was also interest in the impact of geopolitical tensions on input costs and the company's ability to manage these pressures.

Main topics on the call

• Revenue Growth — Patanjali Foods achieved a record quarterly revenue of INR 11,155 crores in Q4 '26, driven by strong performance in the edible oil and FMCG segments. FY '26 revenue was INR 40,169 crores, reflecting healthy double-digit ...
• Edible Oil Segment — The edible oil segment saw a 23.3% YoY revenue growth in Q4 '26, with branded oils accounting for 75% of sales. Management anticipates maintaining EBITDA margins between 2% to 4% despite price volatility.
• FMCG Segment Performance — The FMCG segment reported Q4 '26 revenue of INR 2,890 crores, with an EBITDA margin of 10.1%. Annual revenue grew by 19.95% YoY, driven by strong performance in biscuits and staples.
• Input Cost Pressures — Management noted increased input costs due to geopolitical tensions, with palm oil prices rising by 20% and soy oil by 23% between January and March '26. The company is managing these pressures through hedging and pricin...

Read the full Patanjali Foods Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 Patanjali Foods Limited earnings call transcripts on record, spanning February 9, 2024 to May 30, 2026. Based on this history, Patanjali Foods Limited reports semi-annually. The most recent call on file is dated May 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PATANJALI

Exchange

NSEI

Country

IN

Sector

Consumer Staples

Industry

Food Products

Calls on record

8

First call

February 9, 2024

Most recent

May 30, 2026

Reporting cadence

semi-annually