Nestle India stock<\/a>\u00a0has rallied 22 per cent, as against a near 8 per cent gain on the Nifty 50 index.
\n
\n\tWhy has Nestle India outperformed?
\n\u00a0<\/p>\n
\n\tThe maker of KitKat posted a 22.6 per cent increase in revenue to \u20b96,747.8 crore. It also reported high double-digit growth and its highest-ever domestic sales of \u20b96,445 crore, according to its release.\u00a0<\/p>\n
\n\tIn its commodity outlook, the company said coffee prices continue to trend lower, supported by a favourable crop in Vietnam and the upcoming crop in Brazil. Cocoa prices also remain subdued, reflecting improved supply and moderated demand.\u00a0<\/p>\n
\n\tBrokerages see more upside in Nestle India\u2019s stock price<\/p>\n
\n\tMirae Asset Sharekhan maintain a Buy rating with a revised price target of \u20b91,575. The brokerage firm expects better volume performance, brand investments, strengthening distribution, increasing capacity, and GST reduction across portfolio to drive growth. Volatile commodity prices are likely to keep a check on near-term margins, it added.\u00a0<\/p>\n
\n\t\u201cStrong position in the domestic foods market, innovative product portfolio, focus on distribution expansion, capacity expansion and improving out-of-home consumption will help Nestle compete and achieve better growth in a stable demand environment. Volatile commodity prices are likely to keep a check on margins in the near term. However, Nestle\u2019s strong pricing power and cost-saving strategies might help it to mitigate margin pressure,\u201d analysts at Mirae Asset Sharekhan said in the result update.\u00a0<\/p>\n
\n\tAlongside scale becoming increasingly apparent, volumes too are effectively yielding meaningful leverage. Nestle India delivered 23 per cent YoY growth in Q4FY26 (implied volumes of 18 per cent YoY), indicating volume-led recovery. Importantly, the recovery appears to be led by underlying demand and distribution gains rather than pricing or base effects. The gains remain broad-based across categories and channels, with continued traction in GT and rural markets, reflecting stronger execution and distribution depth, analysts at ICICI Securities said.\u00a0<\/p>\n
\n\tThe brokerage firm raised its earnings estimate by 8.7 per cent\/6.9 per cent for FY27\/28E, modeling revenue\/EBITDA\/adj. PAT compound annual growth rates (CAGRs) of 13 per cent\/ 14 per cent\/14 per cent over FY26\u201328E. Analysts maintain a BUY with a DCF-based revised target price of \u20b91,650 (\u20b91,550 previously).\u00a0
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\n\tDisclaimer: View and outlook shared on the stock belong to the respective brokerages and are not endorsed by Business Standard. Readers discretion is advised.<\/p>\n","protected":false},"excerpt":{"rendered":"
Nestle India share price today
Shares of Nestle India hit a new high of \u20b91,441.30, gaining…\n","protected":false},"author":2,"featured_media":56811,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[126],"tags":[17512,982,31732,9240,17439,7151,31733,199,29392,9198,4665,31731,9986],"class_list":{"0":"post-56810","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-nestle","8":"tag-cocoa","9":"tag-coffee","10":"tag-fast-moving-consumer-goods","11":"tag-fmcg","12":"tag-icici-securities","13":"tag-kitkat","14":"tag-mirae-asset-sharekhan","15":"tag-nestle","16":"tag-nestle-india-share-price","17":"tag-nestle-q4-results","18":"tag-nestle-stock","19":"tag-nestle-stock-buy-or-sell","20":"tag-q4-results"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116481266973415821","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/56810","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=56810"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/56810\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/56811"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=56810"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=56810"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=56810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}