{"id":51966,"date":"2026-04-20T09:58:11","date_gmt":"2026-04-20T09:58:11","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/51966\/"},"modified":"2026-04-20T09:58:11","modified_gmt":"2026-04-20T09:58:11","slug":"nestle-india-q4-preview-volume-led-growth-likely-to-drive-strong-quarter","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/51966\/","title":{"rendered":"Nestle India Q4 Preview: Volume-led growth likely to drive strong quarter"},"content":{"rendered":"<p><a class=\"stockpage_articles\" href=\"https:\/\/www.cnbctv18.com\/market\/stocks\/nestle-india-ltd-share-price\/NI\/\" target=\"_blank\" rel=\"noopener nofollow\">Nestle India<\/a>, the local arm of global FMCG major Nestle S.A., is set to report its March quarter results on Tuesday, April 21, with expectations of a strong performance led by steady volume growth.<\/p>\n<p>According to the CNBC-TV18 poll, revenue is likely to rise 13.5% YoY to \u20b96,250 crore from \u20b95,503.9 crore. Profit after tax (PAT) is estimated to increase 12.7% YoY to \u20b9998 crore from \u20b9885.4 crore.<\/p>\n<p>\nEarnings before interest, tax, depreciation and amortisation (EBITDA) is expected to grow 10% to \u20b91,530 crore from \u20b91,388.9 crore, while margins may moderate to 24.5% from 25.2%.<br \/>Growth is expected to be driven by domestic volume expansion of 9-11%, along with 4-5% growth from pricing and product mix.<\/p>\n<p>Export revenue is also likely to remain strong, with a 12-14% YoY increase.<\/p>\n<p>The quarter is expected to benefit from the normalisation of trade channels following GST-related disruptions.<\/p>\n<p>\nHowever, gross margins may contract by 50-60 basis points due to higher raw material costs. While easing cocoa prices offer some relief, inflation in key inputs such as milk and coffee remains a concern.<\/p>\n<p>Management commentary will be closely tracked for insights on the impact of unseasonal rains on out-of-home consumption, as well as any potential supply chain disruptions or higher logistics costs stemming from tensions in the Middle East.<\/p>\n<p>Earlier, the company indicated that 2026 is likely to be a year of strong volume-led growth. It continues to target margins in the 22-24% range, with rural demand expected to grow at least 1.5 times the overall business.<\/p>\n<p>Emerging segments such as Nespresso, pet care and business-to-business (B2B) are projected to grow at 2-3 times the core portfolio.<\/p>\n<p>The company also expects its next \u20b920,000 crore of revenue to come faster than the previous milestone.<\/p>\n<p>The stock currently trades at around 60 times FY27 estimated earnings.<\/p>\n<p>Shares of Nestle India were last trading 0.47% higher at \u20b91,291.60 and remain largely flat on a year-to-date basis.<\/p>\n","protected":false},"excerpt":{"rendered":"Nestle India, the local arm of global FMCG major Nestle S.A., is set to report its March quarter&hellip;\n","protected":false},"author":2,"featured_media":9414,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[126],"tags":[29502,29504,29499,29506,29498,849,29503,199,200,29500,25121,29501,29505,7728,21869],"class_list":{"0":"post-51966","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-nestle","8":"tag-cocoa-prices","9":"tag-coffee-prices","10":"tag-consumption-stocks","11":"tag-export-growth","12":"tag-fmcg-stocks","13":"tag-margin-pressure","14":"tag-milk-inflation","15":"tag-nestle","16":"tag-nestle-india","17":"tag-pricing-power","18":"tag-q4-earnings","19":"tag-raw-material-costs","20":"tag-rural-demand","21":"tag-stock-market-india","22":"tag-volume-growth"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116436448359882798","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/51966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=51966"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/51966\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/9414"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=51966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=51966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=51966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}