Patanjali Foods Ltd

Patanjali Foods Limited reported Q1 FY27 results with revenue of INR11,337 crores, up 29% year-on-year, and operating EBITDA of INR543 crores (4.80% margin). The edible oil segment achieved record quarterly revenue of INR8,505 crores, driven by mustard oil growth, with EBITDA margin at 5.22%. The oil palm plantation business generated INR740 crores, up 25% YoY. In FMCG, revenue was INR2,938 crores with EBITDA of INR190 crores (6.45% margin), including biscuits revenue of INR560 crores (15.35% EBITDA margin). Consumer staples revenue exceeded INR1,000 crores, though management noted potential challenges from weather and geopolitical factors. The nutraceuticals segment showed growth, while ghee sales were softer due to seasonal demand and export disruptions. Management highlighted strategic initiatives, including product launches, pricing adjustments, and e-commerce expansion. Guidance for FY27 includes edible oil volume growth of 3%-5%, food and FMCG growth of 8%-10%, and beauty/personal care growth of 15%. The company emphasized its focus on health, wellness, and Ayurveda as key differentiators. Management also addressed acquisition of the Home and Personal Care business at a slump sale basis, noting its profitability and asset growth. Forward-looking guidance included EBITDA growth targets of 12%-15% for FMCG and margin expansion strategies.

The document highlights strong revenue growth, record segment performance, and strategic initiatives, with management expressing confidence in future guidance and business expansion.