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PATANJALI - Patanjali Foods

📊 NSE: PATANJALI 🏢 Solvent Extraction 📅 Last Updated: 12/14/2025 10:55

📢 Recent Corporate Announcements

Patanjali Foods to Acquire Land and Biscuit Plant from PAL for INR 750 Crore

🟢 POSITIVE ⭐ 8/10

EXPANSION 📅 14 Mar 2026, 10:18 PM

Patanjali Foods Limited (PFL) has entered into agreements with its promoter group company, Patanjali Ayurved Limited (PAL), to acquire significant manufacturing assets. The transaction involves acquiring leasehold rights for a 4,00,016 sq meter land parcel and building for INR 673.90 crore, alongside a biscuit manufacturing plant for INR 76.10 crore. This total investment of INR 750 crore is aimed at augmenting PFL's production capabilities and operational efficiencies. The deal is a related party transaction conducted at arm's length and is subject to regulatory approvals from YEIDA.

Total acquisition consideration of INR 750 crore for land, building, and machinery from Patanjali Ayurved Limited.
Acquisition includes 4,00,016 sq meters of leasehold land and 69,900 sq meters of built-up area in Uttar Pradesh.
Purchase of biscuit manufacturing plant and machinery for INR 76.10 crore to boost production capacity.
Strategic move to consolidate manufacturing assets under the listed entity to support long-term growth.
Transaction is subject to approvals from the Yamuna Expressway Industrial Development Authority (YEIDA).

💡 Investors should view this as a positive step toward scaling the high-margin biscuit segment, though they should remain mindful of the related-party nature of the transaction. Monitor the impact on the company's cash reserves and the subsequent ramp-up in production efficiency.

Patanjali Foods Allots 1.86 Lakh Equity Shares Under ESOP 2023

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 13 Mar 2026, 02:57 PM

Patanjali Foods Limited has approved the allotment of 1,86,082 equity shares to eligible employees following the exercise of options under the PFL Employee Stock Option Plan 2023. The shares were issued at an exercise price of Rs. 420.75 per share, which includes a premium of Rs. 418.75. Consequently, the company's total paid-up equity share capital has increased from approximately Rs. 217.58 crore to Rs. 217.62 crore. These new shares will rank pari passu with existing equity shares, including entitlement to dividends.

Allotment of 1,86,082 equity shares of face value Rs. 2 each under ESOP 2023.
Exercise price fixed at Rs. 420.75 per share, including a premium of Rs. 418.75.
Total issued and paid-up equity shares increased to 108,81,04,195.
Total paid-up share capital post-allotment stands at Rs. 217,62,08,390.
New shares are identical in all respects to existing equity shares.

💡 This is a routine corporate action with negligible equity dilution. No specific action is required from investors based on this announcement.

Patanjali Foods to Host Analyst and Institutional Investor Meeting on March 13, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 09 Mar 2026, 05:15 PM

Patanjali Foods Limited has announced a scheduled meeting with analysts and institutional investors on March 13, 2026. The interaction is set to take place at the company's manufacturing plant in Haridwar, Uttarakhand, starting at 11:30 AM. The company has explicitly stated that no unpublished price-sensitive information or forward-looking statements will be discussed during the visit. This event is part of the company's routine investor relations activities to provide stakeholders with operational insights.

Meeting with analysts and institutional investors scheduled for March 13, 2026
The event will be held at the company's Haridwar plant starting from 11:30 AM
Compliance filing under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
Company confirmed that no price-sensitive information or forward-looking statements will be disclosed

💡 This is a routine disclosure; investors should watch for any subsequent corporate presentations or meeting summaries that may be released after the event.

Patanjali Foods CGST Appeal Rejected; MD and CFO Fined ₹10,000 Each

🟡 NEUTRAL ⭐ 3/10

LEGAL 📅 09 Mar 2026, 04:38 PM

Patanjali Foods Limited has received an Order-in-Appeal from the Commissioner, CGST (Appeals), Meerut, which upheld a previous order from January 2025 regarding GST litigation. The appeals filed by both the company and the tax authorities were rejected, maintaining the status quo of the original order. As a result, a nominal penalty of ₹10,000 each has been imposed on the company's Managing Director and Chief Financial Officer. The company has stated that this development will have no material impact on its financial or operational performance and plans to challenge the order further.

Commissioner, CGST (Appeals), Meerut upheld the Order-in-Original dated January 10, 2025.
Appeals from both Patanjali Foods and the Principal Commissioner, CGST, Uttar Pradesh were rejected.
A penalty of ₹10,000 each was imposed on Managing Director Shri Ram Bharat and CFO Shri Kumar Rajesh.
Company expects no financial liability for the listed entity and no impact on business operations.
Patanjali Foods intends to take necessary legal action to defend the case before higher appellate authorities.

💡 The financial impact of this penalty is negligible and does not affect the company's fundamentals. Investors should treat this as a routine legal update but monitor for any larger contingent liabilities in future GST disclosures.

Patanjali Foods Assigned ESG Rating of 52.7 by SES ESG Research

🟡 NEUTRAL ⭐ 4/10

OTHER 📅 05 Mar 2026, 04:43 PM

SES ESG Research Pvt. Ltd. has independently assigned Patanjali Foods Limited an ESG score of 52.7 based on Environmental, Social, and Governance parameters. The rating was issued on March 04, 2026, using publicly available information without formal engagement from the company. This unsolicited disclosure was communicated to the company via an automated intimation from the BSE. While the score provides a baseline for sustainability performance, it reflects an external third-party perspective rather than a company-commissioned audit.

SES ESG Research assigned an ESG score of 52.7 to Patanjali Foods Limited.
The rating was unsolicited and prepared independently using public data.
The company received notification of the rating through the BSE on March 04, 2026.
The score evaluates the company's performance across Environmental, Social, and Governance metrics.

💡 Investors should use this score to benchmark Patanjali's sustainability performance against FMCG peers. No immediate portfolio changes are necessary as this is a routine third-party assessment.

Patanjali Foods Releases Audio Recording of Q3 FY26 Earnings Conference Call

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 12 Feb 2026, 06:46 PM

Patanjali Foods Limited has made the audio recording of its Q3 FY26 earnings conference call available to the public following the meeting held on February 12, 2026. This disclosure is a regulatory requirement under SEBI Listing Obligations and Disclosure Requirements (LODR) Regulations. The recording allows investors to hear management's detailed commentary on the company's quarterly performance and future strategy. Accessing this recording is crucial for understanding the nuances of the financial results beyond the reported numbers.

Audio recording of the Q3 FY26 earnings call held on February 12, 2026, is now live on the company website.
Compliance with Regulation 30 and 46 (2)(oa) of SEBI LODR Regulations, 2015.
The recording provides direct insights into management's responses to analyst queries regarding business operations.
Investors can access the mp3 file via the provided link on the official Patanjali Foods investor relations portal.

💡 Investors should listen to the recording to understand management's guidance on the FMCG business and edible oil margins. This information is vital for fundamental analysis and long-term investment decisions.

Patanjali Foods Q3 FY26 Net Profit Rises 38% YoY to ₹821 Cr; Revenue Dips to ₹8,997 Cr

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 11 Feb 2026, 07:21 PM

Patanjali Foods reported a strong bottom-line performance for Q3 FY26 with net profit rising 38.2% YoY to ₹820.93 crore, up from ₹593.76 crore. However, revenue from operations declined by 15% YoY to ₹8,996.82 crore, reflecting volatility in the edible oil segment. The company accounted for a one-time exceptional cost of ₹30.19 crore related to the implementation of new Labour Codes. Despite the revenue dip, the significant jump in profitability suggests improved operational efficiencies and better margins in the Food & FMCG segment.

Net Profit surged 38.2% YoY to ₹820.93 crore in Q3 FY26 vs ₹593.76 crore in Q3 FY25
Revenue from operations stood at ₹8,996.82 crore, a decline from ₹10,583.71 crore in the year-ago period
Food & FMCG segment contributed ₹3,238.05 crore to revenue, while Edible Oils contributed ₹5,731.16 crore
Exceptional item of ₹30.19 crore recognized due to incremental impact of new Labour Codes on gratuity and absences
Earnings Per Share (EPS) for the quarter stood at ₹7.55, adjusted for the 2:1 bonus issue

💡 Investors should look past the revenue decline which is likely due to edible oil price fluctuations and focus on the robust profit growth and FMCG segment scaling. The stock remains a key play in the Indian FMCG space with improving margin profiles.

Patanjali Foods Q3 FY26 Net Profit Drops to ₹216.7 Cr; Revenue Grows to ₹9,116.8 Cr

🔴 NEGATIVE ⭐ 8/10

EARNINGS 📅 11 Feb 2026, 07:14 PM

Patanjali Foods reported a standalone revenue of ₹9,116.86 crore for Q3 FY26, showing growth from ₹7,826.64 crore in the same quarter last year. However, Net Profit (PAT) declined to ₹216.70 crore from ₹257.08 crore YoY, significantly impacted by an exceptional item of ₹30.19 crore related to new Labour Code provisions. The Edible Oils segment remains the primary revenue driver at ₹6,731.14 crore, while the Food & FMCG segment contributed ₹2,338.05 crore. Earnings per share (EPS) for the quarter stood at ₹1.99, down from a restated ₹2.37 in the previous year's corresponding quarter.

Revenue from operations increased to ₹9,116.86 crore in Q3 FY26 compared to ₹7,826.64 crore in Q3 FY25.
Net Profit (PAT) fell to ₹216.70 crore, down from ₹290.85 crore in the preceding quarter (Q2 FY26).
Exceptional item of ₹30.19 crore recognized for incremental costs related to the new Labour Code (gratuity and compensated absences).
Edible Oils segment revenue stood at ₹6,731.14 crore, while Food & FMCG segment contributed ₹2,338.05 crore.
EPS for the quarter was ₹1.99, compared to a restated ₹2.37 in the year-ago period following the 2:1 bonus issue.

💡 Investors should be cautious as the company is facing margin pressure, with profits declining despite a rise in revenue. Monitor the growth trajectory of the higher-margin Food & FMCG segment to see if it can offset the volatility in the Edible Oils business.

Patanjali Foods Grants 52.71 Lakh ESOPs Under 2023 Plan at 20% Discount

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 11 Feb 2026, 07:09 PM

Patanjali Foods has approved the grant of 52,71,793 stock options to eligible employees under its ESOP 2023 scheme. The exercise price for these options is set at a 20% discount to the prevailing market price, aimed at incentivizing and retaining talent. This grant is part of a larger shareholder-approved pool of approximately 3.07 crore options. The company has already realized approximately Rs. 81.35 crore from previously exercised options under this plan.

Grant of 52,71,793 equity shares of face value Rs. 2 each to eligible employees
Exercise price offered at a 20% discount to the latest closing market price
Total options available under the PFL ESOP 2023 plan is 3,07,35,849
Cumulative money realized from 7,04,430 exercised options stands at Rs. 81.35 Crores
Options must be exercised within 3 years from the date of vesting

💡 Investors should monitor the potential equity dilution as these options are exercised over time. While ESOPs align employee interests with shareholders, they slightly increase the total share count.

Patanjali Foods Schedules Q3 & 9MFY26 Earnings Call for February 12, 2026

🟡 NEUTRAL ⭐ 3/10

EARNINGS 📅 07 Feb 2026, 10:18 AM

Patanjali Foods Limited has scheduled its earnings conference call for Thursday, February 12, 2026, at 9:30 AM IST. The call will discuss the company's financial and operational performance for the third quarter and nine months ended December 31, 2025. Senior management, including CEO Sanjeev Asthana and CFO Kumar Rajesh, will be present to address queries from analysts and institutional investors. This routine disclosure follows the upcoming announcement of the company's Q3 FY26 results.

Earnings call scheduled for February 12, 2026, at 9:30 AM IST following Q3 results.
Management to discuss operational and financial performance for Q3 and 9MFY26.
Key participants include CEO Sanjeev Asthana and CFO Kumar Rajesh.
Universal dial-in numbers provided are +91 22 6280 1309 and +91 22 7115 8210.
The company clarified that no price-sensitive information or forward-looking statements will be disclosed.

💡 Investors should track the upcoming Q3 results and listen to the earnings call for management's outlook on the FMCG and edible oil segments. No immediate action is required based on this scheduling announcement.

Patanjali Foods Allots 89,868 Equity Shares Under ESOP 2023

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 28 Jan 2026, 02:33 PM

Patanjali Foods Limited has allotted 89,868 equity shares of face value Rs. 2 each to employees following the exercise of options under the ESOP 2023 plan. The shares were issued at an exercise price of Rs. 420.75 per share, which includes a premium of Rs. 418.75. This move increases the total paid-up equity share capital from Rs. 217.56 crore to approximately Rs. 217.58 crore. The newly allotted shares are identical to existing shares and will be eligible for all corporate benefits including dividends.

Allotment of 89,868 equity shares of face value Rs. 2 each under ESOP 2023
Exercise price fixed at Rs. 420.75 per share, including a premium of Rs. 418.75
Total paid-up equity capital increased to Rs. 217,58,36,226
Total outstanding shares increased to 108,79,18,113 from 108,78,28,245
New shares rank pari passu with existing equity shares in all respects

💡 No action is required as this is a routine administrative allotment with negligible equity dilution of less than 0.01%. It reflects the company's ongoing employee compensation and retention strategy.

Patanjali Foods to Hold Virtual Analyst and Institutional Investor Meet on January 12, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 07 Jan 2026, 05:23 PM

Patanjali Foods Limited has scheduled a virtual group meeting with analysts and institutional investors for January 12, 2026, at 3:30 PM. The company stated that the discussions will be based strictly on publicly available information and no unpublished price sensitive information will be shared. This meeting is a routine interaction under SEBI Listing Obligations and Disclosure Requirements. Investors should look for any subsequent disclosures regarding the presentation or minutes of the meeting.

Virtual group meeting scheduled for January 12, 2026, starting at 3:30 PM
Interaction intended for analysts and institutional investors to discuss company performance
Compliance with Regulation 30(6) of SEBI (LODR) Regulations, 2015
Company confirmed no unpublished price sensitive information (UPSI) will be disclosed

💡 Investors should monitor for any investor presentations or transcripts released after the meeting for insights into management's outlook. No immediate trading action is required based on this routine schedule announcement.

Patanjali Foods Submits SEBI Compliance Certificate for Q3 FY2025-26

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 05 Jan 2026, 05:29 PM

Patanjali Foods Limited has filed its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations for the period ending December 31, 2025. The filing confirms that all dematerialization requests received from shareholders were processed and confirmed to depositories within the mandatory 15-day window. The company's Registrar and Share Transfer Agent, Sarthak Global Limited, verified that physical certificates were mutilated and cancelled as per regulatory requirements. This is a standard administrative disclosure ensuring the integrity of the company's shareholding records.

Compliance certificate issued for the quarter ended December 31, 2025.
Dematerialization requests processed and confirmed within the 15-day statutory limit.
RTA Sarthak Global Limited confirmed the mutilation and cancellation of physical security certificates.
Register of members updated with depository names within the stipulated time frame.

💡 No action is required as this is a routine regulatory filing. Investors should continue to monitor the company's upcoming quarterly financial results for material performance indicators.

Patanjali Foods Invests ₹35 Crore in Subsidiary Rishikrishi Farming via Rights Issue

🟡 NEUTRAL ⭐ 4/10

EXPANSION 📅 05 Jan 2026, 05:15 PM

Patanjali Foods Limited has announced a further investment of ₹35 crore in its wholly-owned subsidiary, Rishikrishi Farming Private Limited (RFPL). The investment is executed through the subscription of 3.5 crore zero percent redeemable preference shares at ₹10 each via a rights issue. RFPL is focused on agricultural innovation, farmer training, and high-quality seed production, though it reported zero turnover for FY25. This capital infusion is intended to support the subsidiary's development in the farming and plantation sector.

Investment of ₹35,00,00,000 (₹35 crore) in wholly-owned subsidiary Rishikrishi Farming Private Limited.
Subscription of 3,50,00,000 zero percent redeemable preference shares at a face value of ₹10 each.
RFPL reported NIL turnover for the financial year ended March 31, 2025.
Patanjali Foods continues to hold 100% shareholding in RFPL post-investment.
The subsidiary focuses on agricultural activities, including seed production and farmer training.

💡 This is a routine internal capital allocation to a development-stage subsidiary. Investors should monitor if these investments lead to revenue generation in the agricultural segment in future quarters.

Patanjali Foods to Close Trading Window from Jan 1, 2026 for Q3 Results

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 24 Dec 2025, 11:08 AM

Patanjali Foods Limited has announced the closure of its trading window for designated persons starting January 1, 2026. This action is in compliance with SEBI (Prohibition of Insider Trading) Regulations for the upcoming financial results for the quarter and nine months ending December 31, 2025. The window will remain closed until 48 hours after the financial results are officially declared and made public. This is a standard regulatory procedure for listed companies prior to earnings announcements.

Trading window closure starts from Thursday, January 1, 2026.
Closure pertains to the financial results for the quarter and nine months ended December 31, 2025.
Trading restriction will be lifted 48 hours after the public declaration of results.
Applies to all designated persons, their immediate relatives, and connected persons as per the company's Code of Conduct.

💡 This is a routine regulatory filing and does not impact the company's fundamentals. Investors should monitor for the upcoming board meeting date announcement to know when the Q3 results will be released.

View All PATANJALI Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Edible Oils (H1 FY26: INR 13,653.72 Cr, +21% YoY), Oil Palm Plantation (H1 FY26: INR 1,191 Cr), FMCG (Q2 FY26: INR 2,914 Cr). Overall Q2 FY26 revenue grew 20.95% YoY to INR 9,798.84 Cr.

Geographic Revenue Split

Not disclosed in available documents, though the brand has a presence in India and abroad.

Profitability Margins

Q2 FY26: EBITDA 6.13%, PBT 5.13%. FMCG segment targets >10% OPBITDA margin. Biscuits segment reported 9.65% EBITDA margin in the previous year.

EBITDA Margin

6.13% in Q2 FY26, with segment-specific margins of 3.53% for edible oils and 24.16% for oil palm plantation. Absolute EBITDA grew 22.17% YoY to INR 603.32 Cr.

Capital Expenditure

FPO expected to bring ~INR 4,300 Cr; routine capex funded via internal accruals; no major debt-funded capex planned over the medium term.

Credit Rating & Borrowing

[ICRA]A+ (Stable) and [ICRA]A1+ assigned; BWR upgraded ratings based on scale growth. Borrowing increased due to withdrawal of working capital limits and LC to fund business operations.

⚙️ Operational Drivers

Raw Materials

Crude palm oil, sugar, flour (wheat), packing material, and fresh fruit bunches (FFB).

Import Sources

Indonesia (palm oil), Russia, and Ukraine (sunflower oil supply chain context).

Key Suppliers

Patanjali Group entities (provide raw materials, packaging, logistics, and security services).

Capacity Expansion

Strategically expanded area under oil palm cultivation to reduce import dependence; segment revenue reached INR 599.43 Cr in Q2 FY26.

Raw Material Costs

Edible oil segment (70% of revenue) is highly sensitive to global price volatility; biscuits margins are critically dependent on palm oil, sugar, and flour costs.

Manufacturing Efficiency

Improvement in crushing capacity utilization following acquisition and availability of working capital limits.

Logistics & Distribution

Synergy with Patanjali Group's distribution network; addition of new distributors to penetrate new markets.

📈 Strategic Growth

Expected Growth Rate

15%

Growth Strategy

Restructuring into a focused FMCG enterprise; targeting 8-10% growth in Food and 15% in HPC; leveraging MS Dhoni endorsements for brands like Ruchi Gold and Mahakosh; expanding oil palm plantation as a major growth driver.

Products & Services

Edible oils (Ruchi Gold, Mahakosh, Sunrich), Nutrela honey, high-protein atta, Doodh Biscuits, ghee, and Home & Personal Care (HPC) products.

Brand Portfolio

Ruchi Gold, Mahakosh, Sunrich, Nutrela, Patanjali.

New Products/Services

Nutrela honey, high-protein atta, biscuits, and bakery products (acquired for INR 60 Cr).

Market Expansion

Penetration into new markets through addition of distributors and utilizing Patanjali Group's existing network.

Market Share & Ranking

Patanjali is a prominent brand name; Ruchi Gold, Mahakosh, and Sunrich are flagship brands with robust growth in the edible oil sector.

Strategic Alliances

Acquisition of Patanjali Ayurved's FMCG business; operational linkages with Patanjali Group entities for logistics and raw materials.

🌍 External Factors

Industry Trends

Shift from low-margin edible oils to high-margin FMCG; growing focus on Ayurveda and wellness; domestic palm oil cultivation to reduce import reliance.

Competitive Landscape

Intense competition from large MNCs and domestic players in the FMCG and edible oil sectors affecting pricing power.

Competitive Moat

Strong brand association with Swami Ramdev; massive distribution synergy with Patanjali Group; diversified portfolio (Edible Oil, Food, HPC, Plantation).

Macro Economic Sensitivity

Sensitive to high inflation which can slow growth in FMCG segments and reduce consumer purchasing power.

Consumer Behavior

Addressing demand for wellness and Ayurvedic products; shifting to value-added FMCG products like high-protein atta.

Geopolitical Risks

Supply disruptions from Russia-Ukraine war and Indonesia export bans previously impacted profitability.

⚖️ Regulatory & Governance

Industry Regulations

GST rate changes; environmental norms for manufacturing waste; import/export duties on edible oils.

Environmental Compliance

Exposed to physical climate risks affecting raw material availability (FFBs, grains); impact of waste treatment and plastic usage norms.

Taxation Policy Impact

GST rate changes expected to be 300-400 bps accretive to growth; Q2 FY26 PAT aided by tax refunds from previous years.

Legal Contingencies

Ongoing litigations against parent company and key management (Swami Ramdev, Acharya Balkrishna); penalty order issued by Office of the Commissioner of Central Excise & Central Tax, Mangalore in December 2025.