As of 2025-06-01, Nestlé India’s January–March quarter numbers are out. The stock initially dipped on margin concerns but soon regained ground as management sounded optimistic on rural demand.
The knee‑jerk drop to ₹2,409 reflected margin‑pressure fears. Bargain buying emerged after management guided for steady input costs and a rural‑demand pickup.
Metric | FY25 | YoY Δ |
---|---|---|
Revenue | ₹5,503.9 cr | +4 % |
Net Profit | ₹885.4 cr | ‑5 % |
EPS | ₹9.18 | ‑5.2 % |
Dividend Yield | 1.23 % | +0.1 pp |
Analysts are split: bulls cite resilient demand, bears worry about input inflation. Staggered accumulation near ₹2,350 offers a better margin of safety.
4 July 2025. Payout starts 24 July 2025.
Management expects coffee and cocoa prices to normalise gradually, supporting margins in the second half of FY26.