Nestlé India Q1 profit rises 48% as revenue grows 25%; shares hit record high
Nestlé India reported Q1 FY27 net profit of Rs 958.68 crore and revenue of Rs 6,378.18 crore, with all product groups delivering double-digit growth. Volume gains, premiumisation, e-commerce and channel expansion supported performance, while KitKat gained market share.
What happened
Nestlé India posted strong Q1 FY27 growth, with profit up 48.3% and revenue up 25.2%. All product groups delivered double-digit growth, supported by volume,
Key facts
- Q1 FY27 consolidated net profit: Rs 958.68 crore, up 48.27% YoY from Rs 646.59 crore
- Revenue from operations: Rs 6,378.18 crore, up 25.16% YoY from Rs 5,096.16 crore
- Sales: Rs 6,363.3 crore, growth of 25.4%
- Exports growth: 35.6%
- Advertising spend increased over 40%
- EBITDA margin: 24.2%
- Share price rose 3.91% to record Rs 1,509.75
Why this matters
KitKat’s market-share gains and growth across categories highlight the strategic value of scalable premium brands, digital commerce capabilities and deeper distribution partnerships.
What to watch
- Sequential volume growth versus price-led growth in the next two quarters.
- Gross-margin trend and management commentary on cocoa, coffee, dairy, edible oil, packaging and freight costs.
- E-commerce and quick-commerce contribution to sales, repeat purchase rates and online profitability.
- Market-share data for KitKat, Maggi, Nescafé and petcare/nutrition categories.
- Rural versus urban growth, especially for entry-price packs.
- Advertising and promotion spend as a percentage of sales and evidence of competitive discounting.
- Any further price hikes, pack-size changes or channel inventory build-up.
- Guidance on capex, capacity additions and supply availability for key inputs.
- Accelerate premium launches and limited-edition variants in chocolates, coffee, nutrition and convenience foods.
- Expand quick-commerce, e-commerce and direct digital assortment, including larger packs and premium online-exclusive bundles.
- Increase distribution depth in smaller towns and rural markets through affordable packs and broader retailer coverage.
- Use market-share momentum in KitKat and other high-growth categories to secure shelf space and retailer visibility.
- Take calibrated price increases or adjust grammage where commodity inflation threatens gross margins.
- Step up capacity, supply-chain and cold-chain investments if demand growth remains broad-based across categories.