Nestle India Share Price Surges on Record Q3 Earnings; Interim Dividend Declared

Nestle India reported a stellar performance for the third quarter of FY26, posting record sales and a sharp 46% jump in profit compared to the same period last year. The FMCG giant also announced an interim dividend of Rs 7 per share, highlighting strong growth momentum across its product categories and channels.

Market Performance

The Indian stock market reacted positively to Nestle India’s robust quarterly numbers. Investors and market watchers focused on the company’s consistent volume growth and strong operating margins, making it one of the highlights of the FMCG sector this quarter.

• Net Profit (PAT): Rs 1,018.1 crore, up 46.2% YoY
• Total Sales: Rs 5,643.5 crore, up 18.5% YoY
• EBITDA Margin: 21.3%
• Earnings Per Share (EPS): Rs 5.28
• Interim Dividend: Rs 7 per equity share (face value Re 1), payable from February 26, 2026

Key Highlights from Q3 FY26

Nestle India’s growth story in Q3 FY26 is driven by a combination of volume-led expansion, category performance, and channel momentum:

• Volume Growth: The company reported its strongest volume growth in nearly five years, aided by capacity expansion and brand investments.
• Product Category Performance:
  • Confectionery: Fastest-growing segment, boosted by rural demand, premiumisation, and higher in-home consumption.
  • Powdered & Liquid Beverages: Achieved 18th consecutive quarter of double-digit sell-out growth.
  • Prepared Dishes & Cooking Aids: Strong double-digit value growth due to accelerated volumes.
  • Milk Products & Nutrition: Mid-single-digit growth, with improving trends across channels.
• Channel Momentum:
  • General Trade: Strong acceleration driven by rural markets.
  • E-commerce: Robust growth with quick commerce gaining traction.
  • Out-of-Home Business: Expansion across core food and beverage categories.
  • Exports: High double-digit growth, with coffee performing strongly.

Company Insights

Chairman and Managing Director Manish Tiwary emphasized that the Q3 results reflect Nestle India’s focus on capacity expansion, brand investments, and the revival of consumption post-GST rationalisation.

• The company maintained strong EBITDA margins despite a 42% increase in media and advertising spends.
• Nestle India’s performance across all four product groups was positive, with three categories achieving robust double-digit growth.
• Cost management remained critical:
  • Milk Prices: Firm despite the flush season.
  • Edible Oils: Elevated and expected to remain range-bound in H1 FY26.
  • Coffee: Prices stabilised at lower levels compared with last year due to favourable crop yields.

Summary

Nestle India’s Q3 FY26 earnings underscore a strong combination of sales growth, robust volume-led expansion, and strategic investments in brands and channels. With an interim dividend declared at Rs 7 per share, the company continues to demonstrate resilience and growth across categories.

• Net Profit: Rs 1,018.1 crore (up 46.2% YoY)
• Total Sales: Rs 5,643.5 crore (up 18.5% YoY)
• EBITDA Margin: 21.3%
• EPS: Rs 5.28
• Interim Dividend: Rs 7 per share

Investors tracking Nestle India share price on the stock market today will find these results reflective of a strong underlying business model and continued consumer demand across urban and rural markets.

Source: Moneycontrol