Nestle India's fiscal fourth quarter standalone net profit jumped nearly 26 percent year-on-year to Rs 1,114.1 crore, as revenue rose faster than expenditure. This beat Street expectations by a wide margin. A CNBC TV18 poll of analysts had estimated Nestle India's Q4 profit to rise 12.7 percent from the previous year to Rs 998 crore.

Nestle India's Q4 FY26 revenue from operations grew 22.6 percent on-year to Rs 6,747.8 crore. The FMCG giant's January-March revenue was expected to rise 13.5 percent to Rs 6,250 crore.

The standalone  performance was powered by double-digit volume growth, driven by over 50% increase in advertising spends, whilst delivering a healthy EBITDA margin of 26.3%, said , chairman and managing director, Manish Tiwary.

"Total sales and domestic sales for the quarter increased by 23.4% and 23.1%, respectively. Encouragingly, all product groups contributed to this performance," Tiwary added.

The company declared a final dividend of Rs 5 per share with a face value of Re 1 each. Nestle India's share price jumped following the earnings announcement. The stock was trading up 5.4 percent at Rs 1,356 on NSE.

On a consolidated basis, revenue rose  to Rs 6766.24 crore from Rs 5,679.87 crore in the same quarter last year. Consolidated profit rose 11.3 per cent to Rs 1,110.90 crore, the company said in a regulatory filing on April 21.

The maker of Kitkat said that its confectionery product group grew at a high double-digit pace in both value and volume underpinned by strong underlying transaction growth across its powerhouse brands.

It also noted high double-digit growth in its powdered and Liquid Beverages product group, driven by increased coffee penetration, accelerated premiumization, and deeper category relevance across consumer segments, supported by strong brand equity and an expanded footprint.

"We continued to execute an omni-channel strategy aligned to the evolving retail ecosystem, scaling e-commerce and quick commerce, strengthening modern trade and chain pharmacy, and sustaining growth through general trade across semi-urban and rural markets," Tiwary added.

Commenting on the coffee prices, the company said it expects prices to continue to trend lower, supported by a favourable crop in Vietnam and the forthcoming crop in Brazil. However, it pointed to higher edible oil prices, in tandem with global crude oil prices, supported by increased diversion to biodiesel. Meanwhile, unseasonal rains have impacted the wheat production,  resulting in a delayed harvest and lower quantity and quality, the company added.

Commenting on the coffee prices, the company said it expects prices to continue to trend lower, supported by a favourable crop in Vietnam and the forthcoming crop in Brazil. However, it pointed to higher edible oil prices, in tandem with global crude oil prices, supported by increased

diversion to biodiesel. Meanwhile, unseasonal rains have impacted the wheat production,  resulting in a delayed harvest and lower quantity and quality, the company added.