Nestle India shares jump 8% to new record high. What changed after Q4 results?


Shares of Nestle India jumped more than 8% to a fresh 52-week high on Tuesday after the FMCG company reported a 27% year-on-year (YoY) rise in consolidated net profit to Rs 1,111 crore for the January-March quarter of FY26, beating estimates and boosting investor confidence.

Net profit came in sharply higher than the Rs 926 crore estimated by an ETNow poll. Revenue from operations, meanwhile, grew 23% YoY to Rs 6,748 crore in Q4 FY26, from Rs 5,504 crore in the same period of the previous financial year. This also comfortably beat the Street estimate of Rs 6,196 crore.

Nestle India announces dividend

Along with the Q4 results, Nestle India announced a final dividend of Rs 5 per equity share for the financial year ending on March 31, 2026. The record date to determine the eligibility of shareholders set to receive the dividend has been set on July 10 (Friday).

This means that only those shareholders who hold shares of the company in their demat accounts as of the record date will be eligible for the dividend payment, which is now subject to shareholders’ approval.

What management says

“I am pleased to share that this quarter, Nestlé India delivered high double-digit growth and recorded its highest-ever domestic sales, at INR 6,445 crore. This performance was powered by double-digit volume growth, driven by over 50% increase in advertising spends, whilst delivering a healthy EBITDA margin of 26.3%,” said Manish Tiwary, Chairman and Managing Director of Nestlé India. The company, in its press release, noted that total sales and domestic sales during the quarter increased by more than 23% each, with all product groups contributing to this performance. EBITDA margin stood at 26.3%.

He added that for the entire FY26, the company remained focused on fundamentals and executed with resilience, delivering double-digit, volume-led growth alongside strong market share gain. “Over the last five years, our power brands Maggi noodles consistently maintained its leadership position in the market, while Kitkat and Nescafé have accelerated their market share growth,” he further said.

Tiwary said that going forward, the company will focus on four key priorities – consumer centricity, penetration-led volume growth, reinvestment behind brands and capacity, as well as accelerating tech-led sales and operations.

Also read: Nestle India Q4 Results: Cons profit jumps 27% YoY to Rs 1,111 crore; Rs 5/sh dividend declared

“Coffee prices continue to trend lower, supported by a favourable crop in Vietnam and the forthcoming crop in Brazil. Cocoa prices remain subdued, reflecting improved supply and moderated demand. Sugar prices remain stable. Edible oil prices are firm and have moved higher in line with global crude oil prices, supported by increased diversion to biodiesel. Wheat has been affected by unseasonal rains in April, resulting in a delayed harvest and lower quantity and quality. Milk prices have firmed and are expected to remain elevated through the summer lean season,” Nestle India said.

Nestle India share price

Shares of the company sharply gained more than 6% to hit a fresh 52-week high of Rs 1,369.80 apiece after the release of the better-than-expected results, emerging as the top Nifty 50 gainer. The stock has gained around 12% in one week and nearly 15% in one month.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)



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