PATANJALI

What Patanjali Foods promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 19 tracked 4 delivered 1 missed 14 open
  • HPC EBITDA Margin delivered said Q4 FY25 Promised: head back towards somewhere around 16% to 17% margin construct... 200 basis points expansion in Q1 or Q2 FY26 Q1 FY27: HPC EBITDA margin was 19.4%, continuing to exceed the original 16-17% target band.
  • Foods/FMCG EBITDA Margin missed said Q4 FY25 Promised: between 8% to 10% margin construct that we have always maintained in the Food business Q1 FY27: FMCG EBITDA margin was 6.45%, falling below the 8-10% target band due to negative EBITDA in the staples segment.
  • Edible Oil EBITDA Margin revised up said Q4 FY25 Promised: range of margins is 2% to 4% Q1 FY27: Q1 margin was 5.22%, exceeding the 2-4% band. Management revised guidance upwards, targeting 'consistently 5-plus percent' going forward.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 19 tracked commitments for Patanjali Foods — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens