Nestle India declares Rs 5 final plus special dividend as Q4 profit jumps 26%
Nestle India's board announced a Rs 5/share final dividend and a special payout for FY26, with record date July 10, AGM July 3 and payout July 30. Q4 net profit rose 26% to Rs 1,114 crore on 22% revenue growth to Rs 6,748 crore. Stock is up 11% YTD.
What happened
Nestle India's board declared a Rs 5 final dividend and a possible special dividend for FY26, with record date July 10 and AGM July 3. Q4 net profit rose 26% to
Key facts
- Final dividend Rs 5/share
- Interim dividend Rs 7/share
- Record date July 10
- AGM July 3
- Payout July 30
- Q4 net profit Rs 1,114 cr up 26%
- Q4 revenue Rs 6,748 cr up 22%
- Stock up 11% YTD
Why this matters
Robust margins and cash generation give Nestle India ample room to fund capacity expansion, portfolio additions, or bolt-on acquisitions in packaged foods.
What to watch
- Volume growth breakdown vs price-led revenue in earnings call
- Input cost trajectory (coffee, cocoa, milk) guidance
- Ex-dividend price behavior around July 10
- FMCG sector rotation flows and monsoon-linked rural demand data
- AGM (July 3) commentary on capex and new product pipeline
- Peers (HUL, Britannia, Tata Consumer) benchmarked on Q4 volume growth vs Nestle's beat
- Analysts revise FY26 EPS estimates upward and reassess target prices
- Dividend arbitrage/capture positioning ahead of July 10 record date
- Management commentary parsed for rural recovery and pricing outlook