Q2 2025 Patanjali Foods Ltd Earnings Call Transcript
Key Points
- Patanjali Foods Ltd (BOM:500368) reported a healthy quarterly performance with double-digit margin growth at the EBITDA and PAT levels.
- The company declared an interim dividend of INR 8 per equity share, reflecting strong financial health.
- The food and FMCG segment achieved a revenue of INR 2,303 crore with an EBITDA margin of 10.2%, indicating robust performance.
- The company expanded its cultivated land for oil palm plantation by over 5,200 hectares, aiming to cover 60% of its requirement in the next five years.
- Patanjali Foods Ltd (BOM:500368) is actively engaging in premiumization and expanding its presence in e-commerce and quick commerce channels, targeting 20% of its FMCG sales from these channels.
- The company faced challenges due to erratic and uneven rainfall, impacting FMCG volumes and consumer offtake.
- There was pressure on raw material prices, with wheat prices increasing by 9-10% and pulses also seeing upward price movement.
- The edible oil market experienced a 30% increase in domestic crude and refined oil prices, affecting cost structures.
- The biscuit segment's margins declined due to higher wheat and edible oil prices, impacting profitability.
- There is a buildup of inventory in the system, particularly in general trade, which could pose challenges in managing supply chain efficiency.
Ladies and gentlemen, good day. And welcome to the Patanjali Foods Limited Q2 of fy25 earnings conference call.
This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company. As on date of this call, these statements are not the guarantees of future performance and earn and that are difficult to predict.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.
Please note that this conference is being recorded.
I now hand the conference over to Mis Mr Sanjeeva Astana from Patanjali Foods Limited. Thank you and over to you, sir.
Thank you so much. Good morning, seasons. Greetings to all.
Welcome. And thank you for joining us today
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
