Patanjali Foods reported a sharp improvement in its financial performance for the December quarter of FY26, lifting investor sentiment around the stock. The FMCG major posted a consolidated net profit of Rs 594 crore, marking a 60 percent jump over Rs 371 crore reported in the same quarter last year.
Revenue from operations grew 17 percent year on year to Rs 10,484 crore, compared with Rs 8,997 crore in Q3 FY25. This also marked the company’s highest quarterly revenue so far in FY26. On a quarter on quarter basis, profit rose 15 percent from Rs 517 crore, while revenue climbed 7 percent from Rs 9,776 crore in the September quarter.
Growth was driven by both core businesses. The FMCG portfolio, covering food, home and personal care products, recorded sales of Rs 3,248 crore during the quarter, reflecting a 39 percent rise over the previous year. The edible oil business delivered revenue of Rs 7,336 crore, up 9 percent year on year, supported by steady demand across retail and institutional channels.
Margins held steady despite input cost pressures. Gross margin stood at 13.56 percent, while EBITDA came in at Rs 492 crore, translating into a margin of 4.69 percent. For the first nine months of FY26, the company reported revenue of Rs 29,014 crore and EBITDA of Rs 1,430 crore. The FMCG division contributed over 28 percent of revenue and more than 62 percent of operating profit during this period.
Patanjali Foods also expanded its oil palm plantation footprint to 1,08,164 hectares as of December 2025. Exports touched Rs 64.71 crore in the quarter, with shipments to 36 countries, indicating gradual traction in overseas markets.
The management remains optimistic about the closing quarter of FY26, citing easing inflation, improving urban consumption, stable rural demand backed by a healthy Kharif crop, and policy-led consumption support that could lift volumes across categories.
