Nestlé India: Growth Momentum, Premiumization and Execution Focus in Q1 FY26-27

Total sales were INR 6,363.3 crore, sales growth was 25.4% year-on-year, EBITDA margin was 24.2%, and profit after tax was INR 975.1 crore (up 47.9% year-on-year).

The presentation states revenue increased from INR 147 billion in 2021 to INR 231 billion in FY 25-26, implying an 11.3% CAGR over the period shown.

Key focus areas listed are growth (penetration-led volume and premiumization), cost efficiency, investments in brands and capacity, digital acceleration, and disciplined profitability and cash generation.

The presentation states distribution coverage increased to 45,300 by FY 25-26 from 13,500 in 2021, and total village coverage increased to 2,19,700 from 1,10,200 in 2021. Outlet reach was 6.2 million as of MAT Jun 2026.

Advertising spends increased from INR 7.0 billion in 2022 to INR 12.2 billion in 2025-26, with ad spend rising from 4.1% to 5.3% of sales. Digital spends contribution increased from 33% in 2021 to 55% in 2025.

The company flags potential short-term consumption moderation and geopolitical disruptions that can impact supply continuity and cost inflation, including volatility in energy, packaging, edible oils, and freight/shipping.

The notes state the Board declared a special dividend of INR 2.00 per equity share on 3 July 2026 and that it would be paid from 30 July 2026 along with a final dividend of INR 5.00 per equity share for FY 2025-26.