Britannia Industries reported a steady recovery in operating momentum in the December quarter, with consolidated net profit rising 17.1% year-on-year to ₹682 crore, while revenue from operations increased 9.5% to ₹4,885 crore, aided by improving demand trends, brand investments and a relatively stable commodity environment.

The packaged foods major said profit growth outpaced revenue expansion during the quarter ended December 31, 2025, reflecting operating leverage and easing input cost pressures after a period of price resets following the GST rate cut on biscuits.

For the nine months ended December 2025, Britannia’s consolidated revenue stood at ₹14,172 crore, up 7.7% year-on-year, while net profit grew 14.7% to ₹1,857 crore, underscoring a gradual return to healthier earnings growth after a volatile pricing cycle.

Demand momentum improved sequentially during the quarter, particularly in November and December, when the company said its business grew at around 12%. Growth was driven by sustained investments in advertising and brand visibility, along with product innovation across core and adjacent categories.

The biscuit segment, which continues to account for a significant share of revenues, remained in a stabilisation phase as companies recalibrated price points after the GST rate reduction. However, Britannia said new launches and line extensions helped broaden consumer reach and support volumes. Recent additions included the 50-50 Dipped range, new ‘Veg’ cake variants, and ‘Doodh’ Marie Gold, aimed at tapping evolving consumption preferences.

The company has also been focusing on expanding its presence in adjacent categories beyond biscuits, a strategy that has helped diversify revenue streams and cushion volatility in its core portfolio.

While declaring the results, the management indicated that the operating environment during the quarter was supported by relatively stable commodity prices, offering some relief after multiple quarters of input cost inflation. This stability, combined with scale benefits, aided margin performance and profitability.