Patanjali Foods Ltd

Q4 FY26Agricultural Food & other Products

Patanjali Foods Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹348

Market cap₹38.3K Cr

P/E17.7

Updated23 Aug 2026

Read4 min read

What the Q4 FY26 call signalled

0 of 2 strong

RevenueRank 3

MarginRank 3

Not discussed on this call: capex, fundraise, order book.

The short version

Edible oils volume growth expected at 3% to 5% for FY27, aligned with India's consumption growth. Overall blended EBITDA growth expected between 12% to 15% for the next year (FY27).

From Patanjali Foods Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Rank 3

Edible oils volume growth expected at 3% to 5% for FY27, aligned with India's consumption growth.
Foods category projected to grow around 8% to 10%.
Home & Personal Care (HPC) segment targeted for 15%+ growth, potentially even higher.
Overall blended EBITDA growth guidance of 12% to 15% for the next year.
Biscuits business aiming for high double-digit growth, building on a ~13% YoY growth in Q4 FY26.
Skin care within HPC is a breakout category, growing 57.66% YoY in Q4 FY26, a key strategic focus.
Despite near-term inflation and price volatility, the company expects positive momentum in Q1 and Q2 FY27.
Staples expected to rebound following seasonal and market disruptions, with confidence to meet growth objectives.

Profitability & Margins

Overall blended EBITDA growth expected between 12% to 15% for the next year (FY27).
Volume growth in edible oils projected at 3% to 5%, aligned with India's consumption growth.
Foods category anticipated to grow around 8% to 10%.
Home & Personal Care (HPC) segment targeted growth of approximately 15%-18%+, with margin improvement expected due to operational efficiencies.
Oil palm plantation EBITDA showed strong growth (INR357 crores in FY26) expected to continue as plantations mature and prices remain favorable.
Near-term margins expected to improve, especially in Q1 and Q2 of FY27, benefiting from market volatility and supply disruptions.
The company is confident in hitting growth and margin objectives despite short-term inflation and market challenges.

See what Patanjali Foods Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The transcript does not explicitly mention specific current or future capex, capital investment, or strategic investment plans by Patanjali Foods Limited. However, there are some relevant points indicating investment focus: - Continued investment behind innovation and consumer engagement in the Home and Personal Care (HPC) segment. - Strengthening the Home and Personal Care category through product innovation, wider distribution reach, and enhanced brand visibility across urban and rural markets. - Strategic rationalization and selective product launches in the Nutraceuticals segment. - Expansion plans to build scale across emerging categories. - Focus on operational efficiencies and strengthening distribution network. No detailed numeric or timeline-specific capex guidance is provided in the available transcript.

Top-ranked in Agricultural Food & other Products

Ranked on what management guided this quarter

5x potential

1Regaal Resources₹863 Cr

Rev 1Mar 2

2Prospect Consum.₹23 Cr

Rev 1Mar 3

3₹242 Cr

Rev 2Mar 1

4₹2.6K Cr

Rev 2Mar 2

5₹14.6K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

There is no specific mention of any new fundraising through debt or equity in the current transcript.
The company has seen an increase in borrowings recently due to extending credit to customers and advance payments to vendors amid market and geopolitical uncertainties.
The management intends to rationalize receivables and procure raw materials on a cash basis going forward, implying a focus on managing existing debt rather than raising new debt.
No explicit guidance or announcement regarding fresh debt or equity issuance was provided during the call.

See what Patanjali Foods Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript provided does not explicitly mention the current or expected order book or pending orders for Patanjali Foods Limited. However, some related insights can be inferred: - The management discussed strong volume growth and revenue across key segments such as edible oils, foods, and HPC, indicating healthy demand. - They highlighted operational momentum picking up, especially in plantation volumes and HPC innovations. - Discussions around supply chain challenges due to geopolitical issues (e.g., Indonesian palm oil export restrictions) indicate ongoing adjustments but no specific order backlog details. - The company is optimistic about near-term outlook with expected growth in volumes and revenues, suggesting a robust demand environment. No direct quantitative data on current or expected order book or pending orders is available in the Q4 FY26 earnings call transcript.

Patanjali Foods Ltd — Quarterly revenue & net profit

Revenue Net profit

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹10.5K Cr, net profit ₹594 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Patanjali Foods Ltd's management said in earlier quarters

Others in Agricultural Food & other Products this season

Regaal Resources Ltd (Q4 FY26)
Ongoing capex of approximately INR 540 crores planned for completion in FY 2026-27; INR 401 crores already spent by March 31, 2026, with remaining ~INR 140…
Balrampur Chini Mills Ltd (Q4 FY26)
Balrampur produced around 27 crore liters of ethanol in FY26 and can reach 34-35 crore liters capacity with existing facilities, with further growth dependent…
Balrampur Chini Mills Ltd (Q4 FY26)
Lactogypsum by-product processing into gypsum boards adds an incremental revenue stream (~INR150 crore annually), enhancing overall profitability. Key concall…
CCL Products (India) Ltd (Q4 FY26)
Capacity is currently around 65% utilized; no major capex planned for the next 2 years but strategic tie-ups may support growth beyond capacity. Key concall…

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Frequently Asked Questions

What were Patanjali Foods Ltd Q4 FY26 results?

Edible oils volume growth expected at 3% to 5% for FY27, aligned with India's consumption growth. Overall blended EBITDA growth expected between 12% to 15% for the next year (FY27).

What is Patanjali Foods Ltd share price analysis?

Patanjali Foods Ltd currently shows a below-average growth signal. The stock trades at a P/E of 17.7 with a market cap of ₹38,301 Cr. Investors should review the full earnings analysis for detailed insights.

Is Patanjali Foods Ltd planning capital expenditure?

The transcript does not explicitly mention specific current or future capex, capital investment, or strategic investment plans by Patanjali Foods Limited.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.