FMCG company Patanjali Foods delivered exceptional Q3 FY26 results with consolidated net profit surging 60% YoY to ₹594 crore from ₹371 crore in the year-ago period, as reported by The Economic Times. The company's revenue from operations rose 17% YoY to ₹10,484 crore, compared with ₹8,997 crore in Q3 FY25, marking the company's highest-ever revenue for both Q3 and the nine months of FY26. On a sequential basis, net profit grew 15% from ₹517 crore in Q2 FY26, while revenue increased 7% from ₹9,776 crore. The strong performance has drawn significant market attention, with shares expected to be in focus ahead of Thursday's trading session. Patanjali Foods shares gained 0.86% to close at ₹530.20 on February 17, 2026, as per latest market data, reflecting positive investor sentiment following the strong quarterly results.
The company's diversified portfolio showed robust performance across all segments during the quarter. The FMCG business, including food, home and personal care products, delivered strong growth with combined sales of ₹3,248 crore in Q3 FY26, up 39% YoY and 12.31% QoQ, as per The Economic Times. The edible oil segment posted revenue of ₹7,336 crore, reflecting a 9% YoY and 5% QoQ increase. For the nine months ending December 2025, revenue from operations reached ₹29,014 crore, with total EBITDA of ₹1,430 crore and margins at 4.93%. The FMCG segment contributed 28.30% to revenue (excluding inter-segment revenue) and 62.34% to EBITDA during the period. The company's oil palm plantation area expanded to 1,08,164 hectares as of December 2025.
Patanjali Foods demonstrated strong international expansion with export revenues standing at ₹64.71 crore in Q3 FY26 and ₹156 crore for 9MFY26, with shipments to 36 countries, according to The Economic Times. The company's gross profit margin stood at 13.56%, while EBITDA came in at ₹492 crore with margins at 4.69%, and PBT margin at 3.46%, excluding exceptional items. Advertising and sales promotion expenses accounted for around 2% of quarterly revenue. The company noted that the value growth gap widened in November, with urban FMCG value growth at 2.5% versus rural growth at 5.7%.
The FMCG segment showed strong operational efficiency with EBITDA of ₹353.45 crore and a margin of 10.88%, reflecting disciplined cost management. Within FMCG, the biscuits business recorded revenues of ₹490.11 crore, up 26.44% YoY, with the company's Doodh biscuit brand crossing ₹1,000 crore in revenues during the first nine months of FY26. The revised ghee strategy delivered strong results with revenues of ₹467.64 crore, up 46.50% YoY, driven by festive and winter-season demand. The company attributed its robust revenue growth to stable demand trends, effective pricing strategies, and continued focus on scale and distribution efficiencies. Rural demand continued to outpace urban demand for the seventh consecutive quarter, though urban FMCG growth rebounded in October.
Looking ahead, Patanjali Foods expects a strong finish to FY26 supported by favourable macro tailwinds, including GST 2.0 reforms, which could boost consumption through price cuts in larger packs and grammage additions in smaller packs, as reported by The Economic Times. The edible oil segment is expected to remain unaffected by GST changes. The company also anticipates improving urban demand driven by easing inflation and tax reforms, while rural demand is likely to stay resilient on the back of a healthy Kharif harvest, lower inflation, and welfare-led income support. Despite strong quarterly results, Patanjali Foods shares declined 0.40% to close at ₹520.30 on BSE on Wednesday, February 11, though the company noted momentum extended into a second straight quarter with an unprecedented quarterly top line. The company's market capitalization stands at ₹57,676.65 crore with a PE ratio of 34.68 and PB ratio of 1.67.
