Nestlé Hindistan’ın 2. Çeyrekte Net Karı 36% Artışla 1.027 Ardı Rs, Gelir 6.788 Ardı Rs

Kısaca

Nestlé Hindistan’ın 2. çeyrekte net kârı 1.027 crore Rs; gelir 6.788 crore Rs Kâr yüzde 36 artış kaydetti; gelir yüzde 20 artış gösterdi Marginlar 200 bp artışla 23.8% oldu; önceki yıl 21.% idi

Ana mesele

Nestlé Hindistan’ın ikinci çeyrekte net kârı yüzde 36 artışla 1.027 crore Rs, gelir ise yüzde 20 artışla 6.788 crore Rs oldu

Ne değişti?

Kâr transferi güçlenirken gelir büyümesi geçmiş yılın aynı dönemine göre hız kazandı

Beni nasıl etkiler?

Okuyucu, Hindistan FMCG pazarındaki büyüme dinamiklerini ve tüketici talebindeki kuvvetli toparlanmayı takip edebilecek

Ne oldu?

İkinci çeyrekte net kâr ve gelirde çift haneli artış görüldü

Neden şimdi?

Yükselen gıda enflasyonu ve tedarik zinciri koşulları sonuçları etkiledi

Neden önemli?

Nestlé Hindistan’ın baskın konumu ve fiyat koruması piyasa güveni getiriyor

Kimler etkileniyor?

• Yatırımcılar
• Perakende ve tüketici ürünleri zincirleri
• Tedarikçiler

Sektör ve piyasa etkisi

Gıda ve içecek sektörü için pozitif performans işaret eder

Riskler

• Enflasyon baskılarının sürmesi
• Dolar/rupee volatilitesi
• Kuru tarım girdilerinde maliyet dalgalanmaları

Takip edilmesi gerekenler

• Girdi maliyetleri ve kâr marjlarındaki hareket
• İçerik ve ürün portföyündeki yeniliklerin satışa etkisi
• İhracat ve tedarik zinciri gelişmeleri

Haberin tamamı

FMCG giant Nestle India reported a standalone net profit of Rs 1,027 crore for the second quarter of FY27, marking a 36% year-on-year (YoY) jump from Rs 753 crore posted in the same period last year.The company’s revenue from operations came in at Rs 6,788 crore, 20% higher from Rs 5,644 crore reported in the corresponding quarter of the previous financial year.Post earnings announcement, shares of the company fell 7% to trade at Rs 1,260 on the NSE.Margins for the quarter under review improved 200 basis points to 23.8% from 21.% in Q2FY26.

EBITDA gained 31% to Rs 1,614 crore versus Rs 1,232 crore reported in the year-ago period.The management said rising inflation, particularly food inflation, is a reality.

“We remain focused on navigating these external challenges through continuous innovation and renovation, sustained investments behind our brands, and an intensified focus on productivity and operational efficiencies to mitigate commodity cost pressures,” the company said.It added that coffee and wheat are expected to remain range-bound, while sugar and edible oils have stabilized at elevated levels. Cocoa remains volatile due to weather-driven crop concerns in key origins.

Milk prices have strengthened seasonally but should ease as flush supplies arrive.Nestle Q2 business highlightsE-commerce growth was driven by continued momentum in quick commerce, supported by better product availability, channel-specific assortments and pack sizes, stronger digital shelf execution and targeted shopper engagement.

Organised trade also recorded strong growth across key categories, aided by better in-store execution, consumer activations, improved shelf visibility and continued expansion of the store network.The out-of-home business grew on the back of customer retention and acquisition, innovation and premiumisation. Nestlé expanded its beverage portfolio through Nescafe Duo Gusto, described as an industry-first hot and cold machine, and a wider range of cold beverage solutions such as Nestle Shikanji.

In food, recipe-led innovations supported the expansion of Maggi Coconut Milk Powder in coastal cuisines and increased adoption of Milkmaid in cafés and bakeries.Exports sustained strong double-digit growth, driven by portfolio expansion and market development. During the quarter, Maggi Masala-e-Magic was launched in Canada, while Nescafe Sunrise expanded into five West African markets. Nestlé also introduced a new instant coffee variant in the Middle East.

Kaynaklar

• Economic Times - Markets