The company’s board declared an interim dividend of Rs 7 per equity share for the financial year 2025-26, setting February 6 as the record date. The dividend will be paid on, and from February 26 to eligible shareholders, the company filing said.
The company’s profit after tax (PAT) was 34% higher on a quarter-on-quarter basis from Rs 743 crore in Q2FY26, while the topline was marginally up by 0.4% sequentially compared to Rs 5,644 crore in the July-September quarter.
Nestle shares jumped 4% to hit a fresh 52-week high of Rs 1,338.90 on the NSE.The company’s standalone revenue from the sale of products grew 19% YoY 5,644 crore, with domestic sales growth recorded at 18.3%.
The Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) stood at 21.3% of sales. The standalone PAT was reported at Rs 1,018 crore, a 46% YoY growth.
Business comments
— E-commerce: Quick commerce saw accelerated momentum, further reinforced by on-off platform demand generation.– Organised Trade: The company claimed that it continued its strong, broad-based growth across categories, led by festive activations and new product launch scale-up.
— Out of Home (OOH): Duo Gusto, the hot and cold beverage solution, has seen strong machine deployments across Quick Service Restaurants, educational institutions, and corporate offices.
— Export: Posted high double-digit growth, driven by strong demand across product groups. Coffee continued to perform well. Expanded product portfolio in Thailand and Papua New Guinea by introducing new SKUs of MUNCH wafer chocolates. In B2B, added new customers for Instant Tea, further enhancing market presence.
Commodity outlook
The company said that milk prices have not softened despite the flush season, driven by robust demand. Meanwhile, edible oil prices remain elevated and are expected to trade sideways in the first half of 2026.
The upcoming wheat harvest in April 2026 looks promising, and coffee prices have stabilised at lower levels than last year due to favourable crop yields in both Vietnam and India.
Management commentary
Chairman & Managing Director Manish Tiwary said that Nestlé India saw robust, broad-based volume-led sales growth resulting in the company’s highest-ever quarterly turnover and the strongest volume growth in nearly five years.
“This success is attributed to strategic investments in increasing capacity and building our brands, supported by a market recovery following GST benefits. During the quarter, we increased consumer-focused media and advertising spending by 42% year-onyear, and the EBITDA margin stood at 21.3%. This performance demonstrates our resilience and adaptability in a competitive market,’ Tiwary said.
“2025 marked a landmark year for Nestlé India with the highest absolute and percentage reach gain achieved in a single year, barring the exceptional COVID period. This performance was led by strong expansion in rural markets, while urban performance was also best-in-class compared to peers,” he added.
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