Nestlé India Limited announced its unaudited financial results for the first quarter ended 30th June 2026, approved by the Board of Directors at their meeting held on 22nd July 2026. The meeting commenced at 9:30 hours and concluded the agenda items at 10:45 hours.

Financial Performance (Standalone)

  • Revenue from Operations: ₹6,378.2 crore (Q1 FY27) vs ₹5,096.2 crore (Q1 FY26), representing 25.0% growth
  • Total Income: ₹6,400.7 crore (Q1 FY27) vs ₹5,100.3 crore (Q1 FY26)
  • Domestic Sales: ₹6,073.1 crore (25.0% YoY growth)
  • Export Sales: ₹290.2 crore (35.6% YoY growth)
  • Profit Before Tax: ₹1,324.4 crore vs ₹900.5 crore (YoY)
  • Profit After Tax: ₹975.1 crore vs ₹659.2 crore (47.9% YoY growth)
  • EBITDA: ₹1,538.1 crore with EBITDA margin of 24.2%
  • Earnings Per Share: ₹5.06 (not annualized)

Financial Performance (Consolidated)

  • Revenue from Operations: ₹6,378.2 crore
  • Profit After Tax: ₹958.7 crore
  • Earnings Per Share: ₹4.97 (not annualized)

Dividend Declaration

The Board of Directors declared on 3rd July 2026:

  • Special Dividend 2026: ₹2.00 per equity share (face value ₹1), representing distribution of ₹3,856.6 million from retained earnings
  • Final Dividend for FY26: ₹5.00 per equity share (face value ₹1), amounting to ₹9,641.6 million
  • Both dividends will be paid on and from 30th July 2026
  • The Special Dividend is paid out of the residual balance from the ₹8,374.3 million reclassified from General Reserve to Retained Earnings during FY2024

Business Performance Highlights

  • Total Sales Growth: 25.4% with volume-led growth
  • Product Group Performance: All four product groups recorded strong double-digit growth
  • Confectionery: Volume-led double-digit growth with market share gains for KITKAT
  • Powdered and Liquid Beverages: 20th consecutive quarter of double-digit growth
  • Prepared Dishes and Cooking Aids: Strong double-digit growth with market share gains
  • Milk Products and Nutrition: Strong broad-based performance with volume growth
  • Channel Performance:
  • E-commerce: Sustained strong growth with Quick Commerce emerging as key growth lever
  • Organized Trade: Double-digit growth across key categories
  • Out-of-Home: Strong customer acquisition with innovation and premiumization
  • General Trade: Strong double-digit growth across town classes, rural markets leading

Operational Highlights

  • Advertising spends increased by over 40%
  • NESPRESSO expanded presence across Delhi NCR, Mumbai and Bengaluru
  • Pet Food business delivered strong double-digit growth with launch of FELIX Gravy Lover and PRO PLAN Cat
  • Exports expanded with new MAGGI® variants in Canada and NESCAFÉ® Sunrise in UAE, Saudi Arabia, and Lebanon
  • Company accorded 4-Star Export House status

Commodity Outlook

  • Coffee expected to remain well supplied with higher production in Brazil and Vietnam
  • Cocoa and sugar remain under pressure due to weather conditions
  • Edible oil prices stable at elevated levels
  • Wheat and milk expected to remain range-bound
  • Protein complex facing inflationary pressure