Nestlé India Limited reported a 25.4% jump in total sales to Rs 6,363.3 crore and a 47.9% rise in profit after tax to Rs 975.1 crore, driven by double-digit growth across all four product groups, the company said in financial result’s announcement for the quarter ended June 30, 2026.
Shares of Nestlé India climbed on the results, trading up 3.09% at Rs 1,496.80 on the NSE on Wednesday.
Sales growth broad-based across categories
The FMCG major’s board meeting commenced at 9:30 am and concluded at 10:45 am, with the results reviewed by the audit committee a day earlier, on July 21.
Domestic sales rose 25.0% to Rs 6,073.1 crore, while export sales grew 35.6% amid what the company called continuing geopolitical headwinds.
Chairman and Managing Director Manish Tiwary said, “We delivered a strong quarter with sales growth of 25.4% led by volume growth.”
All four product groups — Confectionery, Powdered and Liquid Beverages, Prepared Dishes and Cooking Aids, and Milk Products and Nutrition — posted strong double-digit gains, alongside the Pet Food business.
The Powdered and Liquid Beverages segment marked its 20th consecutive quarter of double-digit growth, powered by rising coffee penetration and premiumisation, including an expanded Nespresso retail presence across Delhi NCR, Mumbai and Bengaluru.
Margins expand as advertising spend rises over 40%
EBITDA margin came in at 24.2% for the quarter, with earnings before interest, tax, depreciation and amortisation at Rs 1,538.1 crore on a standalone basis, up from Rs 1,100.1 crore a year earlier.
Tiwary noted the company had stepped up brand investments even as it pushed through cost savings, with advertising spend increasing by over 40% during the quarter. Basic and diluted EPS stood at Rs 5.06 on a standalone basis and Rs 4.97 on a consolidated basis, not annualised for the quarter.
The consolidated results, which include the company’s associate Dr. Reddy’s and Nestlé Health Science Limited, showed a slightly lower profit after tax of Rs 958.7 crore, reflecting the associate’s share of profit or loss.
Special dividend to be paid alongside FY26 final payout
The filing noted that the board had earlier declared, on July 3, 2026, a special dividend of Rs 2.00 per equity share, amounting to Rs 3,856.6 million, to be funded from the residual balance of a Rs 8,374.3 million reserve reclassification carried out under an NCLT-sanctioned scheme.
This special dividend will be paid on and from July 30, 2026, together with a final dividend of Rs 5.00 per share for FY 2025-26, aggregating Rs 9,641.6 million, as approved by shareholders at the AGM held on July 3, 2026.
Commodity outlook mixed, exports gain 4-star status
On the outlook for input costs, the company said cocoa and sugar remain under pressure due to erratic rainfall and lower crop estimates, while coffee is expected to stay well supplied on higher Brazilian and Vietnamese output, and edible oil prices remain stable at elevated levels.
Separately, Nestlé India was accorded 4-Star Export House status during the quarter, which the company linked to its contribution to the Make in India initiative, after commencing exports to Lebanon following the earlier launch of Nescafé Sunrise in the UAE and Saudi Arabia.
