NESTLE INDIA LTD.

Nestle India announced robust unaudited financial results for the first quarter ended June 30, 2026. The company reported a significant 25.4% year-on-year sales growth, primarily driven by strong volume increases across all four product groups, which also recorded double-digit growth. Revenue from operations stood at ₹50,700.3 million. Profit Before Tax (PBT) was ₹13,243.9 million. The company also declared a Special Dividend of ₹2.00 per equity share, payable from retained earnings. The Board of Directors approved these results in a meeting held today.

Nestle India Ltd announced its unaudited financial results for the first quarter ended June 30, 2026. The Board of Directors approved the standalone and consolidated results. The company also declared a Special Dividend 2026 of ₹2.00 per equity share, totaling ₹3,856.6 million, to be paid out of retained earnings. The dividend is scheduled for payment from July 30, 2026, alongside the final dividend of ₹5.00 per equity share.

Nestlé India opened FY27 with a strong topline-led print: consolidated revenue from operations rose 25.2% YoY to ₹6,378 Cr and consolidated PAT climbed 48.3% to ₹958.7 Cr (standalone ₹975.1 Cr, +47.9%). Both beat the Street comfortably — brokerage previews had pencilled in ~₹5,700 Cr revenue (Axis Securities: ₹5,691 Cr) and ₹830–866 Cr PAT (Zee Business ~₹830 Cr; Business Standard poll ~+34% YoY). Management framed it plainly: 25.4% total-sales growth "led by volume," with all four product groups and exports (+35.6%) delivering double-digit gains. Growth is essentially clean — the ₹6.23 Cr exceptional charge and ₹16.44 Cr associate loss are immaterial, so ~48% reported is also the underlying number. The profit surge is amplified by a soft base: the year-ago June quarter was itself a weak one (consolidated PAT ₹646.6 Cr, standalone PAT had slid ~12% YoY then). On margins the story is expansion YoY but not sequentially — EBITDA margin printed 24.2% (₹1,538 Cr EBITDA) versus a 21.6% OPM a year ago, while NPM widened to ~15.0% from 12.7%. Cost of materials consumed eased to 42.9% of sales from 45.0%, aiding the gross line, even as the company stepped up A&P spend by over 40%. Against the immediately prior quarter (Q4 FY26) both revenue (-5.5%) and PAT (-13.7%) are lower, but that is the usual seasonal step-down from the March quarter and not a deterioration. Drivers were broad: Confectionery (KITKAT share gains, premiumisation), a 20th straight double-digit quarter in Powdered & Liquid Beverages (NESCAFÉ, NESPRESSO expansion), Prepared Dishes (MAGGI innovations), Milk Products & Nutrition, and strong Pet Food — with Quick Commerce called out as a key e-commerce lever and rural General Trade leading distribution gains. Concurrently the Board declared a ₹2/share Special Dividend 2026 (₹385.7 Cr) alongside the ₹5/share FY26 final dividend, both payable from 30 July. Nestlé gives no formal forward revenue/margin guidance, so there is no prior outlook to score against; management's commodity note flags cocoa and sugar under pressure and coffee well-supplied but volatile — the input backdrop to watch. A small ₹6.66 Cr tax re-assessment order received on 15 July is not financially material to the print.

Nestle India Ltd has received a re-assessment order from the Superintendent of Taxes, Tripura, demanding ₹6,66,67,987.08. This includes a VAT demand of ₹3,41,01,270/-, applicable interest of ₹2,91,56,585.88, and a penalty of ₹34,10,127/-. The company stated that this order has no material impact on its financials or operations. Nestle India plans to explore options to challenge the order.

Nestle India Ltd announced a Special Dividend 2026 of ₹2 per equity share, payable from July 30, 2026. This dividend will be paid along with the final dividend for FY 2025-26, subject to member approval at the 67th AGM. The special dividend will be funded from a reclassified amount of ₹7,410.1 million from retained earnings, which was part of a scheme sanctioned by NCLT. The record date for determining eligible shareholders is July 10, 2026. The Board of Directors approved this declaration during a meeting held today.

Nestle India's Board of Directors has announced a Special Dividend 2026 of ₹2 per equity share. This dividend will be paid out of retained earnings, specifically from a reclassified amount of ₹7,410.1 million from General Reserve, following a Scheme of Arrangement sanctioned by the NCLT. The dividend is scheduled to be paid from July 30, 2026, along with the final dividend for FY 2025-26, subject to member approval at the upcoming AGM on July 3, 2026. The record date for determining eligible shareholders is July 10, 2026.

Nestle India's Board of Directors has announced a Special Dividend 2026 of ₹2 per equity share. This dividend will be paid out of retained earnings, specifically from an amount reclassified from General Reserve to Retained Earnings as per a Scheme of Arrangement sanctioned by the NCLT. The total retained earnings stood at ₹51,070.7 million as of March 31, 2026. The dividend payment is scheduled for July 30, 2026, and is subject to shareholder approval at the 67th Annual General Meeting on July 3, 2026. The record date for determining eligible shareholders is July 10, 2026.

Nestle India Ltd's Board of Directors, in a meeting held on July 3, 2026, declared a Special Dividend 2026 of ₹2 per equity share. This dividend, amounting to ₹2 per share on 1,928,314,320 equity shares, will be paid out of retained earnings. The dividend is funded by the balance reclassified amount of ₹7,410.1 million from a Scheme of Arrangement sanctioned by NCLT. The payment is scheduled for July 30, 2026, subject to member approval at the 67th AGM held on the same day. The record date for determining eligible shareholders is July 10, 2026.

Nestle India announced two upcoming Board Meetings. The first, scheduled for July 3, 2026, will consider the declaration of a special dividend for 2026, if any, out of the company's retained earnings. The second meeting, on July 22, 2026, will consider the unaudited standalone and consolidated financial results for the first quarter ending June 30, 2026. The record date for determining entitlement to both the final dividend for FY2025-26 and the potential special dividend is July 10, 2026. If declared, the special dividend will be paid from July 30, 2026, along with the final dividend. In light of these events, the trading window for dealing in the company's securities will remain closed from July 1, 2026, to July 24, 2026 (both days inclusive).

Nestle India Ltd has announced a Board of Directors meeting scheduled for July 22, 2026, to approve the unaudited financial results for the first quarter ending June 30, 2026. Separately, a Board meeting on July 3, 2026, will consider a special dividend for 2026. The record date for both final and potential special dividends is July 10, 2026. The trading window will be closed from July 1 to July 24, 2026.