Nestle India, the renowned manufacturer of Maggi noodles, is set to unveil its fiscal fourth-quarter earnings report on April 24, 2025. Market analysts forecast that while the company might witness a modest revenue growth between 3-5%, its profits are projected to decrease by approximately 6%. A recent survey conducted by Moneycontrol involving 11 brokerages estimates that Nestle India’s revenue for Q4 will reach around ₹5,500 crore, a rise from ₹5,268 crore recorded during the same quarter last year. However, net profit is expected to dip to ₹870 crore, down from ₹924 crore in the previous fiscal year, primarily due to weak operational performance.

Predictions from Brokerages

Analysts from various firms have provided insights into Nestle’s anticipated financial outcomes for the March quarter of FY25. Nuvama highlighted that major players in the mid-tier sector, including Nestle, may experience varied results, influenced by ongoing economic conditions.

• Kotak Institutional Equities estimates a 5.4% YoY revenue growth, driven largely by both domestic and export markets.
• Axis Securities projects a 5% revenue increase, spurred by volume growth and price hikes.
• Morgan Stanley expects a 4% growth in domestic revenue, although EBITDA margins may weaken.

Price Hikes and Market Dynamics

Nestle is anticipated to gradually increase prices by around 2% in Q4, primarily driven by rising coffee costs and other portfolio adjustments. Nuvama further notes that domestic sales could witness a 5-6% YoY growth alongside a 3% YoY increase in volumes.

Key forecasts include:

• Kotak Institutional Equities:

  • Revenue: ₹5,553.40 crore (up 5.4% YoY)
  • Net Income: ₹877.50 crore (down 5.0% YoY)

• Nuvama:

  • Revenue: ₹5,532.20 crore (up 5% YoY)
  • Core PAT: ₹906.70 crore (down 2% YoY)

• Axis Securities:

  • Revenue: ₹5,502 crore (up 4.7% YoY)
  • PAT: ₹847 crore (down 9.3% YoY)
• Morgan Stanley:
  • Revenue: ₹5,412.50 crore (up 3% YoY)
  • PAT: ₹837.80 crore (down 9% YoY)

Financial Results Announcement

Nestle India has confirmed that its financial results for the fiscal year ending March 31, 2025, will be presented on April 24, 2025. In a regulatory notice dated April 17, the company stated that its Board of Directors will review both standalone and consolidated results during their meeting, as well as discuss potential dividends for shareholders.

Key Factors to Watch

Investors and market analysts are keenly observing several factors that could impact Nestle’s performance:

• Demand outlook in urban versus rural markets
• Trends in raw material prices and their effects on EBITDA margins
• Competitive pressures across various segments

Previous Quarter Performance

In the previous quarter, Nestle India reported a profit of ₹688.01 crore, reflecting a 4.94% increase from ₹655.61 crore in the corresponding quarter of FY24. Revenue from operations was ₹4,779.73 crore, marking a 3.90% YoY growth. The company’s ability to achieve growth amid challenging external conditions underscores its resilience in a competitive FMCG landscape.

As Nestle India prepares to share its financial results, market participants eagerly await insights that could shape the future of the brand within the dynamic fast-moving consumer goods sector.