Shares of Nestle India jumped nearly 4 per cent to Rs 1,222.30 on Wednesday, as investors positioned ahead of the company’s Q2FY26 results, scheduled for October 16, 2025. According to Zee Business Research estimates, the FMCG major is likely to post a soft quarter, with revenue growth constrained and margins under pressure due to rising input costs and a strong base in the previous year.
Nestle India Q2FY26 results preview
Zee Business Research estimates revenue to be at Rs 5,280 crore, up 3.4 per cent from Rs 5,104 crore in Q2FY25. Volume growth is expected to remain flat, while inventory destocking may have trimmed revenue growth by around 4.25 per cent. Exports expected to see a 5–6 per cent rise, providing some support to the topline.
Margins and profit likely soft
EBITDA is estimated at Rs 1,156 crore, slightly below last year, with margins expected to dip to 21.9 per cent from 22.9 per cent. PAT may fall 20 per cent year-on-year to Rs 720 crore, with adjusted PAT down 7.6 per cent, reflecting a high base that included one-off gains of Rs 183 crore from the sale of Nutraceutical and NBS businesses. Rising input costs are expected to affect gross margins, likely down by 90 basis points to 55.7 per cent.
Investor focus ahead of results
Analysts say investors will monitor management commentary on demand trends, raw material costs, and inventory replenishment. Despite a GST cut across 85–90 per cent of the portfolio, growth may remain muted in the near term. Export performance and cost pressures are likely to guide the company’s outlook for the remainder of the fiscal year.
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