FMCG Stock Jumps 8% on Strong Q4 Results Announcement

Synopsis: India’s leading food and beverage company delivered its best quarterly performance in nearly a decade, with record domestic sales and broad-based double-digit volume growth powering a strong finish to FY26.

Nestle India reported a blockbuster fourth quarter for FY26, with consolidated revenue surging 23.4% year-on-year and domestic sales crossing an all-time high of Rs 6,445 crore. The results, approved by the board on April 21, 2026, were driven by volume-led growth across all product groups, backed by a 50%-plus jump in advertising spends during the quarter.

With a market cap of Rs.2,60,785 Crore , the shares of Nestle India Ltd. closed at an all time high price of Rs.1,379.9 i.e.8.54 percent up from its previous closing price of Rs. 1,285.1. It is trading at P/E of 82.

Revenue and Volume

Nestle India’s consolidated revenue from operations came in at Rs 6,747.8 crore in Q4 FY26, up 23.4% year-on-year from Rs 5,503.9 crore in Q4 FY25, and up 19.2% quarter-on-quarter from Rs 5,667 crore in Q3 FY26. Domestic sales for the quarter stood at Rs 6,445 crore, growing 23.1% YoY, marking the highest-ever quarterly domestic sales. Export sales also grew healthily, rising 31% YoY to Rs 278.7 crore in Q4 FY26.

For the full year FY26, consolidated revenue from operations stood at Rs 23,154.6 crore, up 14.9% from Rs 20,201.6 crore in FY25. The company said all product groups, including Confectionery, Powdered and Liquid Beverages, Prepared Dishes and Cooking Aids, Milk Products and Nutrition, and Pet Food, contributed to this broad-based growth.

EBITDA and Expenses

Consolidated EBITDA for Q4 FY26 came in at Rs 1,771.6 crore, reflecting an EBITDA margin of 26.3%. On a full-year basis, EBITDA stood at Rs 5,306.1 crore, representing 23% of total sales. Total expenses for Q4 FY26 were Rs 5,217.5 crore, up from Rs 4,308.4 crore in Q4 FY25, largely driven by higher cost of materials consumed and a significant step-up in advertising and promotional spends. Cost of materials consumed as a percentage of sales inched up from 44.3% to 44.5% for the quarter and from 43.6% to 44.8% for the full year.

Net Profit & Dividend 

Consolidated net profit for Q4 FY26 stood at Rs 1,110.9 crore, up 27.2% YoY from Rs 873.5 crore in Q4 FY25, and up 11.3% QoQ from Rs 998.4 crore in Q3 FY26. For the full year FY26, consolidated net profit came in at Rs 3,499.1 crore, compared to Rs 3,207.6 crore in FY25, a growth of 9.1% YoY. Earnings per share for FY26 stood at Rs 18.15, up from Rs 16.63 in FY25. The Board of Directors of the Company recommended a final dividend of Rs. 5 per equity share for the financial year 2025-26. That is 500% compared to stocks face value of Rs. 1 per share.

Product Group Performance

Since the company operates within a single reportable segment – Food – no separate segment-wise revenue breakdown has been provided as per Ind AS 108. However, at a product group level, Confectionery delivered high double-digit growth in both value and volume, while Powdered and Liquid Beverages sustained another year of high double-digit expansion driven by coffee penetration and premiumisation. 

Prepared Dishes and Cooking Aids posted strong volume-driven growth with gains in market share and rural penetration. Milk Products and Nutrition delivered steady growth, while the Pet Food business reported high double-digit growth backed by a strong innovation pipeline and wider distribution.

Nestle India Limited is one of India’s leading food and beverage companies, with a portfolio spanning iconic brands such as MAGGI, NESCAFÉ, KITKAT, MUNCH, MILKMAID, and CERELAC. A subsidiary of Nestlé S.A., Switzerland, the company has been operating in India since 1959 and is listed on both BSE and NSE.

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