Patanjali Foods Limited has released the complete transcript of its Q3FY26 earnings conference call held on February 12, 2026, following the earlier availability of the audio recording. The company achieved record-breaking financial performance during the quarter, demonstrating strong growth across multiple business segments.

Record Financial Performance

The company delivered exceptional results for Q3FY26, with comprehensive financial metrics showcasing robust business performance:

For the nine-month period of FY26, the company reported revenue from operations of ₹29,013.98 crores, with EBITDA of ₹1,429.56 crores at a margin of 4.93%. The profit before tax stood at ₹1,118.24 crores, translating to a PBT margin of approximately 3.84%.

Segment-wise Business Performance

Edible Oil Segment

The edible oil segment generated quarterly revenue of ₹7,335.71 crores, registering 8.98% year-on-year growth with an EBITDA margin of 2.39%. Branded oils including Ruchi Gold, Mahakosh, and Sunrich drove primary growth, with nearly 85% of total edible oil sales now coming from branded products.

FMCG Segment Excellence

The FMCG segment demonstrated outstanding performance with quarterly revenue of ₹3,248 crores, reflecting 38.93% year-on-year growth and sequential growth of 12.31%. The segment achieved an EBITDA margin of 10.88% in Q3FY26.

Oil Palm Plantation Business

The oil palm plantation segment reported revenue of ₹416.23 crores with a strong EBITDA margin of 22.81%. The area under cultivation reached 1,08,164 hectares, with nearly 39% of plantations in prime yield years of 7 to 25 years.

Strategic Initiatives and Market Expansion

During the earnings call, CEO Sanjeev Asthana highlighted the company's distribution expansion, adding an estimated 0.2-0.25 million new retail outlets over the calendar year, bringing total presence to over 2 million retail outlets. The company is intensifying efforts across modern trade, e-commerce, and quick commerce platforms.

Regulatory Compliance and Documentation

The transcript release follows the company's February 18, 2026 communication to BSE Limited and National Stock Exchange of India Limited, pursuant to Regulation 30 and Schedule III of SEBI Listing Regulations. Company Secretary Ramji Lal Gupta digitally signed the notification, ensuring complete regulatory compliance and stakeholder transparency.

The comprehensive transcript provides detailed insights into the company's Q3FY26 performance discussions and management commentary shared during the investor interaction session, reinforcing Patanjali Foods Limited's commitment to maintaining transparency with its investor community.

Patanjali Foods Limited has received a disclosure from GQG Partners LLC regarding substantial changes in shareholding by the investment manager and its associated entities. The disclosure, made under Regulation 29(2) of SEBI's Substantial Acquisition of Shares and Takeovers Regulations, 2011, reveals significant stake reduction through multiple market transactions.

Shareholding Changes Overview

GQG Partners LLC, acting as investment manager for multiple entities, has disposed of equity shares in Patanjali Foods through various on-market transactions. The collective shareholding of the acquirer and persons acting in concert (PACs) has decreased substantially over the reporting period.

Transaction Timeline and Method

The share disposals occurred through multiple on-market transactions spanning from September 16, 2024, until February 11, 2026. On February 11, 2026, the shareholding of the acquirer and PACs changed by 2.04% compared to the last disclosure, triggering the regulatory disclosure requirement.

The transactions were executed as sales of equity shares through open market transactions, including disposal of shares across various trading sessions. GQG Partners LLC made investment decisions on behalf of all the acquirer entities and PACs throughout this period.

Entity-wise Shareholding Details

The disclosure covers 15 entities associated with GQG Partners LLC, with the largest holdings maintained by:

Company Capital Structure

Patanjali Foods Limited's equity share capital remains unchanged at INR 1,087,828,245, divided into 543,914,123 equity shares with a face value of INR 2.00 each. The total diluted share capital stands at INR 1,096,336,740, comprising 548,168,370 equity shares with the same face value.

Regulatory Compliance

The disclosure confirms that GQG Partners LLC and associated entities do not belong to the promoter or promoter group of Patanjali Foods Limited. The company's shares are listed on BSE Limited (Scrip Code: 500368) and National Stock Exchange of India Limited (Symbol: PATANJALI). The disclosure was signed by Sal DiGangi, Chief Compliance Officer of GQG Partners LLC, dated February 13, 2026.