Nestle India Delivers Blockbuster Q4 FY26: Profit Soars 25.8% YoY, Revenue Up 23%, Dividend Announced

India's leading FMCG giant Nestle India has clocked an outstanding performance in Q4 FY26, one of its bests, in nearly a decade. The company, which is known for household favourites like Maggi and KitKat, reported double-digit volume growth, strong domestic demand, and a healthy jump in profitability. The company has also declared that it will provide a dividend for its shareholders.

Nestle India Q4 FY26 Earnings

Nestle India's topline growth remained impressive in the March quarter. The company reported domestic sales of Rs. 6,445.10 crore, with a 23.1% YoY rise, while export sales came in at Rs. 278.70 crore, up 31.0% YoY. Overall, total sales stood at Rs. 6,723.80 crore, registering a 23.4% YoY growth, while revenue from operations reached Rs. 6,747.90 crore, up 22.6% YoY. Total income for the quarter stood at Rs. 6,766.40 crore, showing a 22.7% increase compared to the same period last year.

On the profitability front, the company delivered a strong performance with EBITDA rising to Rs. 1,771.60 crore, up 27.5% YoY. The EBITDA margin improved to 26.3%, expanding by 95 basis points YoY and a sharp 547 basis points sequentially,
Profit before tax stood at Rs. 1,512.60 crore, up 25.6% YoY, while net profit (PAT) rose to Rs. 1,114.10 crore, registering a 25.8% year-on-year growth.

Earnings per share (EPS) also increased to Rs. 5.78, compared to Rs. 4.59 in the same quarter last year.

Sequentially, Nestle India showed a strong rebound from Q3 FY26. Revenue increased by around 19.0% quarter-on-quarter, while EBITDA surged 47.5% QoQ, supported by improved operational efficiency. Net profit also rose 9.4% QoQ, and margins expanded significantly from 21.3% in Q3 to 26.3% in Q4,

The quarter also included an exceptional charge of Rs. 36.2 crore, primarily related to restructuring and labour-linked costs. In comparison, Q3 FY26 had a larger exceptional impact of Rs. 156.9 crore, which had weighed on profitability. The lower exceptional impact in Q4 further supported earnings recovery.

Cost pressures and Expense

The company did face cost headwinds during the quarter. Key expenses included Cost of materials consumed which stood at Rs. 9,814.0 crore up by 17.0%. The Employee benefits expense was reported at Rs. 6.68% higher at Rs. 2,165.8 crore. While the Finance costs stood at Rs. 158.3 crore up by 16.4%. Total expenses rose 16.1% YoY to Rs. 18,706.1 crore, slightly outpacing revenue growth, which explains the marginal pressure on margins.

Nestle India Reports A Strong Cash Position

One of the biggest positives in the results is Nestle India's sharp improvement in cash position. The company's cash reserves surged from Rs. 76 crore to Rs. 1,321 crore, as it fully repaid Rs. 730 crore in short-term borrowings, effectively making it debt-free on the current side.

Rs. 5 Dividend Announced

Nestle India has rewarded shareholders with a final dividend of Rs. 5 per share, with a record date of July 10, 2026. Combined with the interim dividend of Rs. 7 per share paid in February 2026, the total FY26 dividend stands at Rs. 12 per share.