Patanjali Foods Limited posted a 24% year-on-year jump in Q1FY26 standalone revenue to ₹8,899.70 crore, driven by stable rural demand, lower edible oil prices, and strong performance across key FMCG categories despite subdued urban consumption.
The quarter saw a challenging operating environment marked by subdued urban demand and intense competition from regional and direct-to-consumer brands. However, rural demand remained stable and outpaced urban consumption trends. The edible oil segment benefitted from the Government of India’s decision to halve the basic customs duty on crude palm, sunflower, and soybean oils from May 31, 2025, alongside a global oversupply of palm oil due to geopolitical tensions in the Middle East. This pushed palm oil prices down, making it more competitively priced than sunflower and soybean oils, reversing the previous trend.
Within the FMCG portfolio, the Food and Other FMCG segment contributed ₹1,660.67 crore, while the Home and Personal Care (HPC) segment generated ₹639.02 crore. Overall FMCG revenue, including HPC, stood at ₹2,299.69 crore. The HPC business recorded an EBITDA of ₹119.50 crore, with dental care products leading sales, followed by skin care, home care, and hair care. Flagship brands like Dant Kanti, Kesh Kanti, and Saundarya continued to perform strongly, with the company focusing on premiumisation strategies in oral care.
Key product categories delivered notable growth: Textured Soya Products revenue rose 36% sequentially to ₹139.69 crore; the biscuits category earned ₹451.40 crore, driven by a 15% YoY rise in ‘Doodh’ biscuits sales; ghee sales climbed 23% YoY to ₹256.98 crore; and nutraceuticals revenue jumped 37.6% YoY to ₹17.31 crore, aided by strong advertising and product repositioning. New product launches, including Cholesterol Care Liquid and Ortho Care Liquid, gained traction in modern retail and Patanjali Mega Stores.
While the consumer staples portfolio brought in ₹616.05 crore, it was impacted by the government’s policy allowing duty-free imports of yellow peas. Urban consumption trends showed a shift toward smaller, more affordable packs, with many consumers opting for regional brands. Patanjali Foods responded by expanding value pack offerings, introducing varied SKUs, and strengthening distribution channels across both urban and rural markets through initiatives like the Grameen Vitrak Program and Samriddhi Urban Loyalty Program.
Exports remained a steady contributor, with the company’s products reaching 27 countries in Q1FY26, generating ₹39.34 crore in overseas revenue. The edible oils segment, with sales of ₹6,685.86 crore, registered 25.34% YoY growth, led by branded mustard and sunflower oils.
Despite headwinds in non-essential and premium FMCG categories due to welfare schemes offering free food items, Patanjali Foods maintained steady EBITDA margins. The company expects the second half of FY26 to see stronger demand, supported by easing inflation, favourable monsoons, and continued government fiscal measures. Incorporated in 1986, PFL remains one of India’s leading FMCG players, with a diversified portfolio across edible oils, packaged foods, home and personal care, and wind power generation.
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