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Commodity inflation, which impacted volume growth in the last few quarters, is coming down as prices are stabilising but the upcoming quarters should see things returning to normal, the company's outgoing India Chairman & Managing Director Suresh Narayanan said on Thursday. However, commodities like coffee, cocoa remain at "decadal highs and that clearly puts an enormous amount of pressure in terms of managing the penetration-led growth and the bottom line (margins) of the company," said Narayanan, while addressing his last Annual General Meeting (AGM) for Nestle India. Going forward, Nestle will not like to go for price increases wherever it can, however, it will also depend on the commodity prices, as coffee, which is up 60-70 per cent and is "very difficult to manage", he said, adding that overall the outlook is "a bit more positive" in the upcoming quarters.

Nestle India will be removed from the 30-stock BSE Sensex on June 23. It will be a part of the index’s semi-annual rejig. Both stocks will be replaced by Trent and Bharat Electronics, which gained popularity recently after being added to the Nifty50 index.According to Nuvama Alternative & Quantitative Research, the exclusion of Nestle India from the Sensex will result in an outflow of $209 million in the stock. Nestle India is being removed from the 30-share BSE Sensex index. This is part of the index's semi-annual rebalancing and will take effect on June 23. Trent and Bharat Electronics will replace Nestle India and IndusInd Bank in the index. The change is due to Nestle India's underperformance and rising competition, while Trent and BEL have seen strong recent performance.  Why Nestlé India Was Dropped Lagging Stock Performance Over the 12 months leading up to the reshuffle, Nestlé India's share price fell approximately 5% , while the benchmark Nifty index rose around 9% , indicating notable underperformance Free-Float Market-Cap Criteria Inclusion in the Sensex depends heavily on a company’s free-float market capitalization . Nestlé’s average free-float market cap over the past six months was below  that of the qualifying entrants — specifically, Tata’s retail arm Trent  and defence PSU Bharat Electronics Limited (BEL)   Macro‑Economic Realignment As India’s economy evolves—with a rising proportion of services and defence-oriented investment—the Sensex composition also shifts. It reflected the declining relative weight of FMCG in favour of sectors more aligned with current economic growth, like retail and defence . Capital Flow Impacts The shake-up triggered expected passive fund outflows  from Nestlé India — estimates put it around US $210–220 million  pulled from the stock. In contrast, Trent and BEL were set to receive inflows of similar or higher amounts

Nestle India, known for iconic consumer brands like Maggi, Nescafe, KitKat, and Cerelac, has consistently been a high-performing and dividend-paying company. The potential bonus issue reflects the company's strong financial position and commitment to enhancing shareholder value. The Maggi owning company reported a net profit of Rs 873.46 crore for the quarter, a decline from Rs 934.17 crore in the same period last year. This marks a year-on-year (YoY) decrease of Rs 60.71 crore, or approximately 6.5%. Despite the fall in net profit, the company posted a steady increase in its top line. Revenue from operations rose to Rs 5,503.88 crore, up from Rs 5,267.59 crore a year ago, showing an increase of Rs 236.29 crore or 4.5%. Metric FY 2024–25 Value Revenue ₹20,077.50 crore Profit After Tax (PAT) ₹3,314.50 crore Operating Cash Flow ₹2,936.30 crore Dividend Payout ₹2,603.23 crore (₹27/share) Proposed Final Dividend ₹10/share (₹964.16 crore) Return on Avg. Equity 88.9%

CSR Governance & Spending (FY 2024–25) The CSR Committee , chaired by Ms Suneeta Reddy , included Mr Suresh Narayanan , Ms Svetlana Boldina , and Ms Anjali Bansal  as of March 31, 2025  The company spent over 2%  of its average net profits from the preceding three financial years on CSR . While specific figures for FY2024–25 are not public yet, the same policy carrying forward excess from FY23–24 into successive years remains effective . CSR policy details and the annual action plan are disclosed in Nestlé India’s Corporate Governance report and annexures Social & Community Engagement (FY 2024–25) Project Jagriti  (nutrition & maternal-child health): Reached approximately 12.7 million  beneficiaries Nestlé Healthy Kids Programme : Engaged 600,000+ adolescents  and 56,000+ parents  across 26 states/UTs   Project Jigyasa : Set up science labs and libraries in 20 schools   Project Serve Safe Food : Trained around 68,500  street-food vendors in hygiene and safety across 26 states + 4 UTs   Project Vriddhi  (rural development in Haryana): Benefited around 18,000  people across 14 villages   Hilldaari (Plastic Waste Management) : Diverted ~ 15,700 MT of waste , achieving ~ 84% segregation  across 69,700 collection points Water & Sanitation : Built 300+ drinking water facilities  and installed sanitation facilities in over 1,000 schools  benefiting ≈320,000 girl students   Environmental & Sustainability Impact Plastic Management : Responsibly managed ~ 25,600 MT  of plastic waste—surpassing EPR target of ~23,000 MT . Eliminated ~ 1,800 MT  of virgin plastic via packaging redesign initiatives. Greenhouse Gas & Resource Efficiency : Energy efficiency : Factories reduced energy use by ~ 29%  per ton (over 15 years). Water savings : ~ 46%  reduction in water usage per ton of output . GHG emissions : Reduced specific emissions by ~61%  per ton over 15 years; ~56%  over six years. Biomass boilers  installed in Nanjangud, Moga, and Sanand factories. Eight factories are now completely coal-free; water recycling tech (Zer’Eau) deployed at Moga and Samalkha. Sustainable Agriculture – Dairy & Coffee : Engaged 80,000 dairy farmers  (Punjab, Haryana, Rajasthan, J&K), installing ~ 3,434 biodigesters  to convert manure into biogas. Planted over 550,000 trees  on dairy farms in 15 months ending March 2024.  Under Nescafé Plan, coffee farmers reduced water use by 23%  and increased yields by 18% . 🧠 Noteworthy Projects & Partnerships Project Hilldaari Expansion : In FY2024–25, expanded to Palampur  (Oct 2023) and Dalhousie , covering ~12,900 homes and 2,000 businesses, achieving ~82% segregation and 85% collection across an annual tourist footfall of 800,000  Healthy Kids + Magic Bus : Collaborated with Magic Bus Foundation for Environment Day (June 2024), educating 12,300 participants  across 33 towns  Summary of FY24–25 Highlights Area Key Impact & Stats Governance CSR Committee well-structured; met >2% spend norm Social Programs Projects covered 12–18 M beneficiaries, significant improvements in rural & urban areas Environmental Goals Outstanding reductions in energy, water, emissions; large-scale plastic waste management Farmer Engagement 80k+ dairy farmers trained; coffee farmers improved yields/water efficiency Sustainability Milestones Coal-free factories, biomass boilers, biodigesters, water recycling systems FY 2025–26 Outlook CSR Budget Sustainment : FY 2025–26 is expected to continue utilizing any surplus CSR funds rolled over from FY 2023–24. Hilldaari Expansion : Continued focus on enhancing and scaling waste management in Himachal hill stations. Packaging and Climate Goals : Continued push toward 100% recyclable packaging and net-zero emission ambitions aligned with global targets.