Turns crude edible oils into branded packaged oils and a range of packaged consumer goods, with a small wind power generation arm. Edible oils are the largest line by far, while the FMCG line is materially more profitable per rupee of revenue. Wind turbine power generation is a marginal contributor and is currently loss-making. Raw materials dominate the cost stack, with employees at 1.6%, other operating expenses at 7.1%, and depreciation at 0.6% of revenue. The company sells packaged foods to Indian retail consumers via standard FMCG channels. ICRA upgraded its long-term credit rating to AA- (Stable) in July 2026 with total bank facilities of Rs 4,425 crore. Capex was 2.4% of revenue in FY26, and the company declared a Rs 1.75 per share second interim dividend alongside a 2:1 bonus issue. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Edible oils (72%), FMCG (28%), Wind turbine power generation (0%). Branded FMCG with a large low-margin edible oils base and a higher-margin FMCG overlay
| ₹ crore · consolidated | FY25 | FY26 |
|---|---|---|
| Revenue | 34,157 | 40,170 |
| EBITDA (ex other income) | 1,946 | 1,554 |
| margin % | 5.7 | 3.9 |
| Owners' profit | 1,301 | 0 |
| EPS, as reported (₹) | 35.94 | 16.68 |
| ROE % · ROCE % | 11.4 · 15.9 | 13.9 · 11.3 |
| Debt / equity (x) | 0.07 | 0.21 |
| Cash from operations | 299 | (333) |
| Capex | (144) | (974) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 8,154 | 9,103 | 9,692 | 8,900 | 9,799 | 10,484 | 11,156 | 11,337 |
| Profit before tax | 417 | 491 | 458 | 249 | 505 | 364 | 236 | 453 |
| Net profit | 309 | 371 | 359 | 180 | 517 | 593 | 524 | 336 |
| EPS (₹) | 8.53 | 10.24 | 9.91 | 4.98 | 4.75 | 5.46 | 4.82 | 3.09 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Edible oils | 21,982 | 54.0 |
| FMCG | 5,805 | 14.3 |
| Wind turbine power generation | 18 | 0.0 |
| Edible Oils | 7,336 | 18.0 |
| Food & Other FMCG | 4,909 | 12.1 |
| Wind Turbine Power Generation | 16 | 0.0 |
| Home & Personal Care | 639 | 1.6 |
| Total, before eliminations | 40,704 | 100.0 |
| Company | M.cap ₹ cr | P/E |
|---|
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · 40th AGM notice published in newspapers post annual report dispatch | compliance | minimal | — | — |
| 7 Sept 2026 · 40th AGM notice and FY26 Annual Report web-link shared with shareholders | compliance | minimal | — | — |
| 7 Sept 2026 · Letter to shareholders on 40th AGM notice and Annual Report web link | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Patanjali Foods submits BRSR for FY 2025-26 with ESG progress details | compliance | low | — | — |
| 5 Sept 2026 · Notice of 40th AGM on Sep 29, 2026; confirms Rs 5 per share total dividend | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Patanjali Foods files Integrated Annual Report FY 2025-26 with 40th AGM Notice | compliance | medium | — | — |
| 3 Sept 2026 · Patanjali Foods publishes newspaper notice for 40th AGM on Sep 29, 2026 | compliance | minimal | — | — |
| 3 Sept 2026 · FII GQG Partners trims stake in Patanjali Foods via open market sales | ownership changes | high | — | — |
| 24 Aug 2026 · Patanjali Foods Q1 FY27: Revenue up 29% at INR11,337 cr; reaffirms guidance | investor communications | medium | — | — |
| 18 Aug 2026 · Patanjali Foods publishes Q1 FY27 results in newspapers | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| P/B |
|---|
| EV/EBITDA |
|---|
| ROE % |
|---|
| ROCE % |
|---|
| Rev CAGR 5y % |
|---|
| EBITDA m. % |
|---|
| MARICO LIMITED | 1,04,273 | 55.0 | 23.20 | 41.2 | 40.3 | 38.1 | 11.1 | 21.9 |
| PATANJALI FOODS LIMITED ◆ | 37,097 | 18.8 | 2.83 | 22.7 | 13.9 | 10.3 | — | 4.8 |
| AWL AGRI BUSINESS LIMITED | 24,002 | 20.8 | 2.30 | 9.2 | 10.0 | 11.1 | — | 3.8 |
| GOKUL AGRO RESOURCES LTD | 6,696 | 12.8 | 4.71 | 9.9 | 26.0 | 26.9 | 23.5 | 4.1 |
| CIAN Agro Ind & Infra Ltd | 3,699 | 11.5 | 1.66 | 9.4 | 10.0 | 7.7 | 53.1 | 32.3 |
| SUNDROP BRANDS LIMITED | 2,492 | 89.3 | 1.69 | 39.8 | 1.4 | 1.7 | — | 6.1 |
| Shri Venkatesh Refineries Limi | 1,128 | 22.8 | — | — | — | 22.2 | — | — |
| KN AGRI RESOURCES LIMITED | 482 | 10.7 | 1.25 | 8.8 | 8.2 | 11.4 | — | 4.3 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 18.8 | 17.2 | 16 of 29 | 46% |
| P/B | 2.8 | 1.3 | 20 of 24 | 17% |
| ROCE | 10.3 | 7.1 | 14 of 31 | 57% |
| ROE | 13.9 | 6.8 | 8 of 26 | 72% |
| Debt / Equity | 0.2 | 0.2 | 14 of 26 | 48% |
| EBITDA margin | 4.8 | 4.4 | 12 of 26 | 56% |
| Revenue growth | 27.4 | 5.0 | 5 of 25 | 83% |
| Profit growth | 86.2 | 27.1 | 7 of 23 | 73% |
| Market cap | 37097 | 109 | 2 of 30 | 97% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
