Patanjali Foods - Ruchi Soya’s Post

#PatanjaliFoodsFinancialResults: Patanjali Foods’ financial results for the Q3 FY24 are out, showcasing another robust quarter reflecting our highest quarterly revenues. The company achieved total revenue from operations of ₹7,910.70 cr with marginal growth over the previous quarter. The EBITDA stood at ₹ 390.63 cr, while PAT at ₹216.54 cr during the quarter. The Quarterly performance shows steady growth, setting a positive tone for year-end success. The edible oil segment recovered strongly with the margins returning to the normal range. Our top brands Mahakosh and Sunrich were repositioned and rebranded suiting the aspirations of evolving Indian consumers. The premiumization drives across the segment and steady growth of new products have paved the way for better and sustainable margins. Rapid expansion in oil palm plantation is underway, adding 4,000 hectares during this quarter alone with approximately 1 crore trees being planted so far. This not only drives substantial company growth but also plays a crucial role in nation-building. Watch the full video for the key highlights of the Q3 results. #Patanjali #newsmedia #financialresults #quarterlyreport #quarterlyresults #fmcg #business #growth #quarterly #PatanjaliFoods #growwithpatanjali #edibleoil #fmcgindustry

In a recent interview with NDTV Profit, Mr. Sanjeev Asthana, the CEO of Patanjali Foods, provided insights into the company's performance and future strategies. Mr. Asthana emphasized the company's strong financial position and highlighted the robust growth of its FMCG portfolio and the stabilization of edible oil margins after facing challenges due to global factors. Regarding the edible oil segment, he acknowledged the recent improvement, expecting Q4 results to be on par with Q3. He outlined a clear strategy to stabilize margins in edible oils while focusing on premiumization and advertising for FMCG products. Mr. Asthana expressed confidence in achieving a 50/50 revenue mix between edible oils and FMCG sooner than the initially projected five years. Addressing concerns about rural recovery, he mentioned slow demand in the FMCG segment but anticipated positive indicators with good monsoons and intense winters. He emphasized the potential impact of a robust grain harvest on rural income. With a significant cash reserve, Patanjali Foods is currently focused on internal investments, technology advancements, and brand building. While there's no active pursuit of acquisitions, the company remains open to strategic opportunities. In response to industry consolidation, Patanjali Foods aims to straddle both value and premium segments, actively expanding its portfolio in line with evolving market dynamics. Watch the full interview here! Stay tuned for more company updates and our business outlook! #news #interview #PatanjaliFoods #growwithpatanjali #businessupdates #quarterlyreport #fmcg #businessanalytics #marketgrowth #companynews #companyupdates

#PatanjaliFoodsFinacialResults: Patanjali Foods’ financial results for the Q2 FY24 are out, showcasing another strong quarter. Patanjali Foods demonstrated strong performance this quarter with EBITDA of ₹ 419.20 cr with a growth of 97.75% QoQ and 104.34% YoY. The PAT registered was Rs. 254.54 cr with a growth of 126.69% and 190.06% on a a YoY and sequential basis, respectively. The food & FMCG segment’s contribution to total sales grew from 25.14% to 31.80% (QoQ) and achieved a revenue of ₹ 2,487.62 cr in Q2FY24. The edible oil segment achieved sales of ₹5,421.45 Cr during Q2FY24 with the volumes increasing by 2.95% yoy in Q2FY24 and by 10.59% yoy in H1FY24. To increase brand awareness and deeper penetration, the company has onboarded world-renowned cricketer Mr. Mahendra Singh Dhoni, as a brand ambassador for its range of Mahakosh & Sunrich brands. Here are the key highlights of the annual report! #Patanjali #PatanjaliQ2 #newsmedia #financialresults #quarterlyreport #quarterlyresults #fmcg #business #growth #quarterly #PatanjaliFoods #growwithpatanjali #edibleoil #fmcgindustry

Sharing insights from a CNBC-TV18 interview meeting with Mr. Sanjeev Asthana, the CEO at Patanjali Foods. He navigated through the dynamic landscape of the Edible Oils and FMCG industry, Patanjali Foods is on its way to achieving the turnover as per the plan. Mr. Asthana shed light on the growth vectors driving performance. Firstly, a robust push towards increasing FMCG turnover, predominantly led by the Foods and category expansion. Secondly, a steadfast commitment to maintaining profitability in the edible oil business. The edible oil industry, which faced headwinds, is on a path to recovery, and we are geared for a strong rebound in the coming quarters. The demand for our products, backed by increased import expectations in India, is gaining momentum. Excitingly, the FMCG business, now nearing 30% of total sales, is on a fast-track growth trajectory. He also hinted at surpassing the initially projected 5-year roadmap to achieve a 50/50 revenue split between edible oil and FMCG sooner than expected—potentially within the next three to four years. Stay tuned for more updates, as we continue to redefine benchmarks and contribute to the thriving FMCG landscape. For full interview – https://lnkd.in/gk5aEuPR #interview #news #PatanjaliFoods #businessanalysis #businessupdates #growthfactors #fmcg #fmcgsales #edibleoil

Patanjali Foods’ financial results for FY24 and the quarter ending March’24 are out, showcasing another robust quarterly performance. The company achieved total revenue from operations of ₹ 8,221.66 cr. in Q4FY24 with marginal growth over the previous quarter and a total revenue of ₹ 31,721.35 cr. in FY24. The EBITDA stood at ₹ 496.98 cr. in Q4FY24 and ₹ 1,518.82cr. for the fiscal year FY24. Patanjali Foods experienced exceptional growth in its Food & FMCG segment, achieving an ever-highest quarterly sales of ₹ 2,704.61 cr. in Q4 with a growth of 8.24% over the previous quarter. On an annual basis, the segment observed a robust growth of 55.09%. As part of its strategic plan, the company is increasing its FMCG orientation Year after year. The share of the Food and FMCG segment has moved up from 5.9% to 30.01% in a span of 2 years. The biscuit business has reported 22%YoY growth in sales volume. 'Doodh' Biscuits achieved the milestone of becoming ₹ 1,000 cr. brand. In the Edible Oil segment, Yearly sales volume has increased by 13.16% YoY to 24.97 lakh MT and achieved sales of ₹ 5,588.96 cr. during Q4FY24 registering a sequential topline growth of 1.94%. Annual sales volume of Textured Soya Protein (TSP) went up by 7.7% to 27,710 MT. Additionally, Premium Nutrela Oils recorded double-digit volume growth in Q4 on a YoY basis. In the recent company developments, the committee has been formed to review an acquisition proposal from Patanjali Ayurved Limited's non-food business and conduct due diligence. #quarterlyresults #financialresults #PatanjaliFoods #interview #fmcgindustry #growth #businessupdates #edibleoil #companyupdates #Patanjali #food #growwithpatanjali #Q4results

#HeritageFoods is a well-established company in the Indian dairy industry, founded in 1992 by #NaraChandrababuNaidu. The company operates two primary business divisions: Dairy and Renewable Energy. Heritage Foods is renowned for its wide range of dairy products, including milk, UHT milk, curd, buttermilk, ice cream, and flavored milk. The company has a significant market presence across several states in India and is headquartered in Hyderabad. Financial Performance Recent Growth and Financials: Q3 FY24 Results: Heritage Foods reported a 96% year-over-year increase in profit for Q3 FY24, with revenue up by 19.74% compared to the same quarter the previous year. However, there was a slight decline in revenue (3.83%) compared to the previous quarter. Annual Growth (FY22): For the financial year 2021-22, Heritage Foods had a turnover of INR 26,429 million. The company reported strong annual growth across various financial metrics:  - Net sales revenue: 17.07%  - Operating profit (EBIT): 51.56%  - EBITDA: 39.07%  - Net profit: 83.8%  - Total assets: 13.87%  - Total equity: 11.34%. Stock Performance: Heritage Foods' stock has shown impressive growth, with significant returns over different periods: 37.08% in the last 6 months and 11.52% year-to-date (YTD) as of January 2024. The stock has a beta of 0.71, indicating lower volatility compared to the market. Fundamental Analysis Strengths: - Strong revenue and profit growth. - Healthy cash balance of ₹206 crore and manageable debt of ₹132.16 crore. - Consistent performance with significant returns over various time periods. Challenges: - Profit margin at 2.8%, indicating room for improvement. - Increased selling, general, and administrative expenses by 18.29% year-over-year. Overall, #HeritageFoods demonstrates robust fundamentals with strong growth prospects. The company has a solid track record and is positioned well within its industry. However, potential investors should consider the company's profitability and expense management strategies before making long-term investment decisions. ( THIS IS NOT A BUYING RECOMMENDATION )

How these 3 dairy companies stand out while selling the same product? Your brand needs positioning to stand out from the competition. You could be selling the same product… But who you’re selling it to and how you’re doing it will help you stand out. Here’s an example: Amul vs Mother Dairy vs Nandini All three brands sell milk and dairy products. But this is how they differentiate from the competition. Amul positions itself as ‘The Taste of India.’ It prioritises affordability, quality and national pride because of its strong emphasis on supporting Indian farmers. Differentiation: Focus on involving farmers directly in dairy production. Mother Dairy positions itself as a trusted brand for daily dairy needs. It prides itself on stringent quality control measures, promising purity and freshness. Differentiation: Focus on quality measures leading to pure and fresh products. Nandini (operated by Karnataka Milk Federation) positions itself as a regional leader in dairy products emphasising quality and regional pride. Differentiation: Focus on dairy products tailored to local tastes and preferences. As long as you understand who you’re selling to and why they should buy from you… Your brand will thrive. Do you agree positioning is important? #Branding #Positioning #Brands

Patanjali Foods Q1 FY25 Analysis: Key takeaways!! . . Patanjali Foods - Ruchi Soya reported a strong start to FY25 with significant improvement in profitability metrics. Revenue from operations stood at INR 7,173 crores, while EBITDA grew 105.2% YoY to INR 435 crores. The company saw margin recovery in its edible oils segment and steady performance in the Food & FMCG segment. Management expressed optimism about rural demand picking up in the coming quarters, driven by a favorable monsoon. (continued in the comments) #patanjali #ruchisoya #foods #finance #india #equity #analysis

Tata Consumer to acquire 100% equity shares of Capital Foods (owner of brands Ching's secret and Smith & Jones) and Organic India (which is into Organic herbal teas and health foods). These are very 2 strong brands, and have good growth potential from revenue perspective This will also help, Tata to expand its portfolio and its Total Addressable Market. 🔷 Capital Foods - is a 25year old company with manufacturing unit in Nasik, kandla and Vapi. and is generally owned by Private Equity, Family office, and Trust FY'23 reported revenue is 705 crore FY'24 estimated revenue is 750-770 crore ◾ Ching Secret is a market leader in Desi Chinese across its product categories. ◾ Also ranks 2 in all large 5 categories. 🔷 Organic India - is rapidly growing health and wellness segment. With strong relationship with more than 12,000 farmers and robust supply chain with loyal consumer base. ◾ has a footprints covering over 48 countries, substainally from India and the US.  ◾ Portfolio is of over 100 products in Health & Wealth space. ◾ TAM size   - in India is 7,000 crore  - in International markets is 75,000 crores Source- Mint #mergerandacquisition #investmentbanking #consumergood #equityresearch

🌟🇮🇳 A Udderly Inspiring Tale: How Amul (GCMMF) Became India's Dairy Darling 🇮🇳🌟 As a pioneering force in the dairy sector, Amul has not only redefined the industry but also set a benchmark for excellence and innovation. 🥛Amul India's success is not just about numbers; it's about empowering farmers, driving innovation, and building a brand that resonates with millions. As we celebrate their achievements, let's take inspiration from their journey and strive for excellence in our own endeavours.🧀 In a competitive landscape, Amul has consistently outperformed several key players: 🆚 Nestlé: While Nestlé is a global giant with a strong presence in the dairy sector, Amul's deep-rooted connection with local farmers and its cooperative model give it a unique edge. 🆚 Mother Dairy Fruit & Vegetable Pvt. Ltd. : Another significant player in the Indian dairy market, Mother Dairy has its strengths. 🆚 Britannia Industries Limited: Known for its bakery and dairy products, Britannia is a formidable competitor. 🆚 Kwality Global: As a leading brand in the ice cream segment, Kwality Wall's offers tough competition. #Amul #DairyIndustry #SuccessStory #Innovation #Marketing #CooperativeModel #GlobalExpansion #Competitors #WhiteRevolution