Ruchi Soya Industries Limited is engaged primarily in the business of processing of oil-seeds and refining of oil for edible use. The company has a network of 8,000+ distributors and 84 super distributors. It also operates 3,420 Arogya Kendras and Grameen Arogya Kendras across India. The company is India’s leading exporter of value-added soya products. It has an export footprint across 34 countries including Australia, Canada, Egypt, Poland, Bhutan, Japan, Singapore, Nepal, Belgium, etc. Exports account for only 1% of its total revenues. Presenting below are its Q1 FY26 earnings results.
Q1 FY26 Earnings Results
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Revenue: ₹8,900 crore, up 24% year-over-year (YoY) from ₹7,177 crore in Q1 FY25. Total income rose to ₹8,912.7 crore (+19% YoY).
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Net Profit (PAT): ₹180.35 crore, down 31% YoY from ₹262.7 crore. Profit margins compressed to 2.02%.
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EBITDA: ₹334 crore, with Food & FMCG contributing ₹86.8 crore and Home & Personal Care (HPC) ₹119.5 crore.
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Expenses: Surged 26.6% YoY to ₹8,664 crore, reflecting higher input and advertising costs.
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Segment Mix: Food & other FMCG and HPC contributed about 25.6% of revenue; edible oil revenue grew 25.3% to ₹6,685 crore.
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Exports: ₹39.34 crore in Q1 FY26, with shipments to 27 countries; international demand for products like ghee, biscuits, juices, soya protein, and staples remained strong.
Management Commentary & Strategic Highlights
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Management noted robust revenue growth but acknowledged margin pressures from increased costs, competitive intensity (especially in edible oils), and higher ad spend during the quarter.
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Urban demand was somewhat muted, while rural and overseas demand held steady, helped by government welfare schemes and expansion in global markets.
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Segment focus: The HPC segment (7.1% of revenue) achieved 18.7% EBITDA margin.
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Ad spend fell 80% QoQ (₹64 crore vs ₹325 crore in Q4) as the company tightened cost controls after heavy brand building early in 2025.
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Leadership: Baba Ramdev re-appointed as Non-Executive Director; new directors joined the Board in August 2025.
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The company aims to optimize the mix of food, FMCG, and edible oils and is focusing on product innovation, supply chain enhancements, and exports to drive future growth.
Q4 FY25 Earnings Results
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Revenue: ₹9,692 crore, up 17.8% YoY.
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Net Profit: ₹358.5 crore, up 76% YoY, higher margin (3.68%).
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EBITDA: ₹569 crore, with operating margins at 5.3%.
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Ad spend: Exceptionally high at ₹325 crore for brand campaigns.
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Segment Insight: Edible oils accounted for 75% of revenue.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.