Nestlé India reported a strong set of numbers for the quarter ended September 30, 2025 (Q2 FY26), supported by double-digit growth in domestic sales and steady performance across key product categories.
Financial performance
The FMCG major posted total sales of Rs 5,630.2 crore, marking a 10.9% year-on-year growth, driven by a 10.8% rise in domestic sales. EBITDA stood at 22% of sales, while profit after tax came in at Rs 753.2 crore. The company’s earnings per share (EPS) stood at Rs 3.90, compared to Rs 3.88 in the same period last year, excluding an exceptional gain of Rs 290.8 crore from divestitures in that period.
Management commentary
Chairman and Managing Director Manish Tiwary said, “Domestic sales grew at a double-digit rate, led by volume expansion. Three out of four product groups recorded strong volume-led double-digit growth, with domestic revenue reaching Rs 5,411 crore — the highest-ever quarterly figure.”
He added that the recent GST rate amendments announced by the Government of India are expected to stimulate consumption, drive affordability, and contribute to FMCG sector growth. Nestlé India has been working with partners and distributors to ensure consumers benefit from these revisions.
Segment performance
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Confectionery: Strong double-digit growth, led by KITKAT, which continues to expand in rural markets. India remains the second-largest KITKAT market globally.
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Powdered and Liquid Beverages: Sustained high double-digit growth, with NESCAFÉ gaining market share and deeper household penetration.
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Prepared Dishes and Cooking Aids: Robust value growth on the back of volume expansion, with MAGGI Noodles and Masala-ae-Magic showing double-digit increases.
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Milk Products and Nutrition: Mixed performance, though underlying trends remain encouraging.
Outlook
The company expects continued momentum in domestic consumption supported by easing inflation and higher rural demand, while it remains focused on innovation, distribution expansion, and affordability across product categories.
Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market and company performance are subject to market risks.
