Patanjali Foods July-September Profit Surges 67% on Higher FMCG Revenue, Tax Refund

Patanjali Foods Ltd. reported a 67% on-year jump in its net profit for the September quarter, boosted by an income tax refund of ₹1.41 billion and strong growth in its fast-moving consumer goods segment.

Net profit rose to ₹5.17 billion in July–September, nearly three times higher than the previous quarter. Revenue from operations grew 21% on year and 12% on quarter to ₹97.99 billion, driven by robust FMCG sales.

Total expenses increased 21% on year to ₹93.45 billion, led by a 43% rise in material costs to ₹67.16 billion, which made up about 70% of overall spending.

The FMCG segment’s revenue climbed over 30% on year to ₹29.14 billion, contributing more than 29% of total sales. The segment’s EBITDA margin was 12.3% for the quarter and accounted for around 60% of the company’s total EBITDA in the first half of 2025–26.

Sales from the edible oil business rose 17% on year to ₹69.72 billion, with segmental EBITDA at ₹2.46 billion and margins at 3.5%.
The company’s consolidated EBITDA stood at ₹6.03 billion for the quarter and ₹9.38 billion for the first half of 2025–26 (April–March).

For the April–September period, Patanjali Foods’ net profit rose to ₹6.97 billion from ₹5.72 billion a year earlier, while revenue grew to ₹185.65 billion from ₹152.51 billion.

The company said the implementation of GST 2.0 reforms is expected to support consumption growth through price cuts on larger packs and grammage additions in smaller ones, while its edible oil business remains unaffected by the GST changes.