Investor Presentation for the quarter and year ended March 31, 2025.
Awaiting price reaction for this filing.
Patanjali Foods reported its highest-ever annual revenue from operations of ₹34,157 crore in FY25, up 7.6% year-on-year, with EBITDA rising 36.9% to ₹2,079 crore and profit after tax (PAT) jumping 70.1% to ₹1,301 crore. Q4 FY25 was also a record quarter, with revenue of ₹9,692 crore (+17.8% YoY) and PAT of ₹359 crore (+74.3% YoY), driven by strong edible oil performance (segment EBITDA crossed ₹1,000 crore for the year) and the first full quarter of contribution from the Home & Personal Care (HPC) business at ₹728 crore in revenue. Gross profit margin hit an all-time high of 17.09% in Q4, aided by favorable pricing, while advertising and promotion spends nearly doubled YoY to ₹325.66 crore. The Oil Palm Plantation business continues to expand with 89,546 hectares under cultivation, MoUs signed with 12 state governments, and a new MoU with Manipur for 2,700 hectares.
The strong earnings, margin expansion in Food & FMCG and HPC segments, and record quarterly performance are positive for shareholders and likely to support the stock sentiment. However, a QoQ decline in EBITDA and PAT, along with margin compression in Edible Oils (8.4% to 4.6% YoY) due to elevated input costs, are watch-points going forward.