Patanjali Foods Ltd

Patanjali Foods Ltd has dispatched a letter to shareholders who have not registered their email addresses, providing the web-link to the Integrated Annual Report for FY 2025-26 and the Notice of the 40th Annual General Meeting (AGM). The AGM is scheduled for September 29, 2026, via Video Conferencing. The filing also details the e-voting schedule, with the cut-off date on September 22, 2026, and voting open from September 26 to September 28, 2026. Shareholders are advised to update their KYC details with their respective Depository Participants or the Company's RTA, Sarthak Global Limited.

Patanjali Foods Ltd has issued a notice for its 40th Annual General Meeting (AGM), scheduled for Tuesday, September 29, 2026, at 3:00 PM. The meeting will be conducted via Video Conferencing (VC) / Other Audio Visual Means (OAVM). The agenda includes the adoption of audited standalone and consolidated financial statements for FY 2025-26, confirmation of interim dividends, reappointment of a director, ratification of cost auditors' remuneration for FY 2026-27, and approval of remuneration for an independent director. The Integrated Annual Report for FY 2025-26, containing the AGM notice, has been e-mailed to shareholders and uploaded on the company's website.

Patanjali Foods Limited has submitted its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, as per SEBI Listing Regulations. The report, which includes an independent assurance statement for BRSR core indicators, is available on the company's website. The filing details corporate identity, registered and corporate addresses, financial year reporting periods, stock exchange listings, and paid-up capital. It also outlines the company's business activities, accounting for 90% of turnover, primarily in FMCG (Edible Oils, Home & Personal Care) and manufacturing. The report specifies the number of plants and offices, markets served (including exports to 37 countries), and customer types. Assurance for the BRSR core was provided by Carbon Check (India) Private Limited.

Patanjali Foods Ltd has filed its Integrated Annual Report for the Financial Year 2025-26, along with the Notice of its 40th Annual General Meeting (AGM). The report details the company's performance, strategic priorities, and value creation model. Key financial highlights for FY 2025-26 include ₹40,170 Crore in revenue from operations and ₹1,932 Crore in EBITDA (excluding exceptional items), on a standalone basis. The integration of the Home and Personal Care (HPC) business has significantly expanded the FMCG portfolio's contribution to 27.60% of revenue and 61.13% of EBITDA. The report is being disseminated electronically to members with registered email addresses and via a web-link for others. The company emphasizes its diversified business spanning FMCG, edible oils, and renewable energy, supported by trusted brands, nationwide reach, and manufacturing scale.

GQG Partners LLC, acting as investment manager for Acquirer and PACs, has disclosed the disposal of equity shares in Patanjali Foods Limited. The transactions, conducted via multiple on-market trades between February 11, 2026, and August 31, 2026, resulted in an aggregate change of 0.08% in shareholding. Prior to the sale, the acquirer and PACs held 4.02% of the company's shares, which reduced to 3.94% post-disposal. The total value of the disposed shares was approximately ₹1,088,108,595.

Patanjali Foods Ltd has issued a communication to its shareholders regarding the Tax Deduction at Source (TDS) process for interim dividends declared. This follows the Board's declaration of a 3rd Interim Dividend of ₹1.50 per equity share for FY25-26 and a 1st Interim Dividend of ₹0.80 per equity share for FY26-27. The communication details the withholding tax procedures, emphasizing the need for updated shareholder information like PAN, residential status, and bank mandates. For resident shareholders, TDS is generally 10% unless exempt, with a mandatory valid PAN. Non-compliance or absence of PAN may lead to higher deduction rates. The record date for these dividends is August 21, 2026.

Patanjali Foods Ltd announced its first interim dividend of ₹0.80 per share for the Financial Year 2026-27. This decision was made during a Board of Directors meeting held on August 14, 2026. The company also declared its third interim dividend of ₹1.50 per share for FY 2025-26. The record date for both dividends has been fixed as August 21, 2026, with payments expected by September 12, 2026. The meeting also approved unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, re-appointed Shri Acharya Balkrishna as Chairman, and appointed M/s. Balwinder & Associates as Cost Auditor for FY 2026-27. The 40th AGM is scheduled for September 29, 2026.

Patanjali Foods Ltd announced that its Board of Directors has fixed August 21, 2026, as the record date for the payment of the 3rd interim dividend for FY 2025-26 and the 1st interim dividend for FY 2026-27. The company declared a 3rd interim dividend of ₹1.50 per share (75%) for FY 2025-26 and a 1st interim dividend of ₹0.80 per share (40%) for FY 2026-27. Both dividends are payable by September 12, 2026. The Board also approved unaudited standalone and consolidated financial results for the quarter ended June 30, 2026, re-appointed Shri Acharya Balkrishna as Chairman & Non-Executive Non-Independent Director, and appointed M/s. Balwinder & Associates as Cost Auditor for FY 2026-27. The 40th AGM is scheduled for September 29, 2026.

Patanjali Foods Ltd announced its board meeting outcome held on August 14, 2026. The board approved the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. Key decisions included the re-appointment of Shri Acharya Balkrishna as Chairman & Non-Executive Non-Independent Director, subject to shareholder approval. M/s. Balwinder & Associates were appointed as Cost Auditors for FY 2026-27. The company declared a 3rd interim dividend of ₹1.50 per share for FY 2025-26 and a 1st interim dividend of ₹0.80 per share for FY 2026-27. The record date for both dividends was fixed as August 21, 2026. The 40th AGM is scheduled for September 29, 2026.

Patanjali Foods reported consolidated revenue of ₹11,337.5 Cr for the quarter ended June 30, 2026, up 29.3% YoY from ₹8,766.0 Cr, and consolidated PAT of ₹335.7 Cr, up 86.2% YoY from ₹180.4 Cr, with basic EPS at ₹3.09 versus ₹1.66 a year ago. Both the current and year-ago quarters carried no exceptional items, so the YoY comparison is clean rather than one-off-flattered. Actual PAT and revenue both came in above a Uniresearch trailing-growth preview that had pegged the quarter at ₹232-295 Cr PAT and ₹9,394-10,808 Cr revenue — a beat on that yardstick, though it was an internal projection rather than formal sell-side consensus. Consolidated NPM expanded to 2.96% from 2.02% YoY, and total segment EBIT jumped 117% to ₹587.8 Cr from ₹270.3 Cr — but the source is lopsided. Edible Oils, the low-margin core segment, saw EBIT surge more than 5x YoY (₹412.2 Cr vs ₹82.1 Cr; margin 4.85% vs 1.23%) off an easy base and favourable pricing, while FMCG — the segment management has guided as the profit-mix driver — grew revenue 35.4% YoY to ₹2,937.7 Cr but saw EBIT fall 8.6% to ₹173.7 Cr, with margin compressing to 5.9% from 8.8%. Nearly all of this quarter's profit growth therefore traces to an Edible Oils recovery, not the FMCG-led margin mix-shift management has been signaling. Management's last concall (February 2026) guided 8-10% long-term revenue growth in Foods, 15% in HPC, 3-4% edible-oil volume growth, and progress toward a double-digit consolidated EBITDA margin via a rising high-margin FMCG mix. FMCG revenue growth of 35.4% YoY is well ahead of that food-growth band, but this quarter's margin compression in that same segment cuts against the 'increasing contribution from high-margin FMCG products' framing management gave in February. QoQ, revenue rose a modest 1.6% while PAT fell 35.9% versus Q4 FY26's ₹524.0 Cr — but that base quarter was inflated by the ₹168.8 Cr exceptional charge (netted against a bigger pre-exceptional profit) and, more materially, a ₹330.0 Cr one-off earlier-years tax credit; on an operating basis Q1 FY27 is not a sequential slowdown. Unallocated/corporate items swung to a ₹93.4 Cr net drag this quarter from a marginal ₹2.0 Cr addition a year ago, a modest partial offset to the segment-level profit jump. Alongside results, the Board declared a 3rd interim dividend of ₹1.50/share for FY26 and a 1st interim dividend of ₹0.80/share for FY27 (record date August 21, 2026), and re-appointed Acharya Balkrishna as Chairman subject to shareholder approval at the AGM on September 29, 2026. The quarter's other regulatory items — an ₹80.38 lakh Rajasthan tax penalty and a food-safety recall order on a wheat-flour batch — are immaterial against the scale of the results. Management hosts its Q1 FY27 earnings call on August 17, 2026, which will be the near-term marker for whether the FMCG margin dip is transient and whether the Edible Oils margin recovery holds as global prices normalize.