Nestlé India Q3 FY26 Results: Profit and Revenue Overview
Nestlé India posted a consolidated net profit of ₹998 crore, marking a 45% jump YoY from ₹688 crore in the same quarter last year. Revenue for the December quarter climbed 19% YoY to ₹5,667 crore, up from ₹4,780 crore.
Sequentially, the profit grew 34% QoQ, while revenue edged up 0.4%. The results reflect strong volume growth across key categories, despite commodity cost pressures.
Interim Dividend Declared: What Investors Should Know
Nestlé declared an interim dividend of ₹7 per share, with the record date set for February 6, 2026, and the payout starting February 26, 2026.
Investors welcomed the announcement, with shares surging ~4% to a 52-week high of ₹1,338.90 on NSE immediately after the results release.
Business Growth Drivers: How Did Nestle Achieve This Surge?
Several strategic moves contributed to this strong performance:
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E-commerce and quick commerce: Rapid adoption fueled demand for packaged foods.
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Retail expansion: Organized retail trade posted strong festive-season sales.
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Out-of-home segment: Beverages and machines deployed across QSRs, offices, and campuses.
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Exports: High double-digit growth in coffee and confectionery markets.
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Brand investments: Marketing spend surged 42% YoY, driving top-of-mind awareness.
The company also highlighted rural market growth as a key contributor, showing strong penetration beyond metro cities.
Commodity Outlook: What Challenges Lie Ahead?
While earnings were robust, Nestlé flagged some cost pressures:
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Milk prices: Elevated despite a seasonal flush
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Edible oils: Expected to trade sideways at high levels
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Wheat harvest: Promising crop expected in April 2026
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Coffee prices: Stabilized at lower levels due to better global crop yields
Management noted these pressures are being managed through efficiency measures and selective pricing strategies.
Management Commentary: What’s Next for Nestlé India?
Nestlé India reported its highest-ever quarterly turnover and strongest volume growth in nearly five years. The company emphasized:
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Continued capacity expansion in factories
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Marketing and brand campaigns driving engagement
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Focus on premiumization and consumer convenience
Investors can expect steady growth, but commodity costs and inflation remain variables to watch in FY26.
FAQs About Nestlé India Q3 Results
Q1: Did Nestlé India beat market expectations in Q3 FY26?
A: Yes, both profit and revenue came above analysts’ estimates, driving a sharp stock uptick.
Q2: What is the declared dividend for Q3?
A: ₹7 per share interim dividend, record date February 6, payout from February 26, 2026.
Q3: What categories drove growth for Nestlé India?
A: Packaged foods, beverages, confectionery, e-commerce, and exports were key contributors.
Q4: Are there any risks investors should watch?
A: Elevated milk and edible oil prices, inflation, and fluctuating global commodity costs.
Q5: How did the stock react post-results?
A: Shares jumped ~4% to hit a 52-week high of ₹1,338.90 on NSE.
Conclusion:
Nestlé India’s strong volume-led growth, robust earnings, and strategic expansion indicate the company is navigating cost pressures well. The stock’s performance post-results reflects positive investor sentiment. For long-term investors, Nestlé remains a premium, defensive play with stable dividend potential.
