Patanjali Foods

“foods overall between 8% to 10%, HPC at 15%, and our edible oil between 2% and 4%, and our margin construct similarly that on EBITDA margins overall basis we should be between 10% to 12% growth in the margin construct as we go forward.”

“As of 30th June '26, the cultivated area stood at 1,15,861 hectares with nearly 37% of the area in the prime yielding phase of 7 to 25 years, against total allocated area of 6.63 lakh hectares.”

“our edible oil segment delivered quarterly revenue of INR8,505 crores, marking the highest-ever quarterly revenue with growth led primarily by the mustard oil. Quarterly EBITDA margin came in at 5.22%.”

“On the oil palm plantation front, the company generated highest-ever quarterly revenue of INR740 crores in Q1 FY27. Revenues grew by 25% year-on-year.”

“Turning now to our FMCG segment, the quarterly revenue stood at INR2,938 crores with EBITDA of INR190 crores and EBITDA margin of 6.45% in Q1 FY27.”

“year-on-year growth of 27%, reflecting continued consumer trust and preference, with EBITDA margin of 15.35% versus 9.35% in the same period last year.”

“Revenue from consumer staples segment stood at more than INR1,000 crores in Q1 FY27. A confluence of weather and geopolitical factors are expected to create some challenges here, but healthy government grain inventories and timely policy intervention should help mitigate the impact.”

“Acreage gap has narrowed to 1.9% vis-à-vis last year. In fact, oilseeds saw a rise in area, which is expected to get further boost with widespread rainfall across key growing regions.”

“We feel strongly and comfortably positioned to keep growing at the pace we have guided to, even as the overall FMCG landscape becomes more competitive and different players go about it in different ways.”

“I am largely very positive in terms of the price outlook and bullish on the commodity pricing, and so that has both sides.”

“With a combination of delayed monsoon and West Asia conflict, we saw commodity price inflation in Q1. This cuts both ways for us. On one hand, we carry long positions in edible oils, so the resulting commodity price inflation has actually been a net positive for the business.”

“We took calibrated price increases in the edible oil segment while using targeted discounts in our FMCG portfolio to remain competitive. We also introduced smaller pack sizes to address changing consumer needs and market requirements.”

“In the current environment, physical-oriented hedging strategy rather than reliance on futures alone, along with timely import purchases, helped us in capturing divergence and improve the margins.”

“Wheat prices have remained largely stable during the quarter, while milk prices trended upwards on the back of higher procurement costs. Sugar prices, too, stayed firm amidst lower domestic production and tighter inventory levels.”

“Certain Home and Personal Care products continue to face elevated input cost pressures. In addition to all this, we saw an increase in packaging, freight, and logistics costs during the quarter.”

“During the quarter, we launched several new products including Rose Kanti soap, Dant Kanti Sensitive toothpaste, Super Dishwash liquid, Sweet Lime pickle, Almond and Chyawanprash cookies, in addition to our summer-focused launches.”

“So you will see in the coming quarter a slew of new products that are getting launched in the HPC category”

“It was generating a margin of INR600 crores, and we have paid INR1,100 crores which is less than 18, 19 months of profitability”

“All the three businesses we acquired on a slump sale basis, which is basically just the assets that we paid for and the inventory that they carried at that point of time.”

“So all these transaction was approved by the shareholders in the shareholders' meeting. So I don't think any further clarification is required in this case.”

“which is also by way of abundant caution in terms of some inventory markdown in case of certain quality issues that we saw in pulses in the stocks that we had”

“Ghee sales were softer during the quarter and generated revenue of INR219 crores, reflecting the seasonal nature of demand and lower summer off-take in export-oriented markets, particularly in the Middle East, where geopolitical tensions disrupted normal consumption and trade patterns.”

“On the other, the same inflation raises input costs for several of our FMCG businesses, weighing on their profitability.”

“One is that this El Nino impact is still very unclear in the way how markets are going to react both on the production side and the availability side, and very direct impact of that could be on the food inflation, which is there number one.”

“Number two is the rural incomes and the rural market demand side, we'll have to watch with great deal of care as to how they play out if at all we see some stress and resurfacing of some demand contraction there.”

“But in terms of the margin and the demand side of it, and in terms of how that goes out, I think there we'll see some potential challenging environment I see definitely there, and this may also have an impact on the on the margin construct.”

“Specifically, revenue from operations stood at INR11,337 crores, growing 29% year-on-year.”

“Operating EBITDA for the period was INR543 crores with a margin at 4.80%, while profit before tax stood at INR453 crores, translating into PBT margin of 4%.”

“On the distribution front, we continue to strengthen our presence across e-commerce and quick commerce channels.”

“But Nutrela is a strong brand, we nearly have 40% market share.”

“But our success rate I would say that 60% of our launches typically tend to do well in the marketplace”