| Revenue growth | 4.8% yoy for FY26; 5.0% for Q4 FY26. |
|---|---|
| Margins | FY26 EBITDA margin at 16.9%, up from 16.6% yoy. |
| Demand visibility | Positive outlook for convenience foods and packaged spices. |
| Management confidence | High focus on affluent South Indian market leadership. |
Growth
FY26 Revenue from products up 5.7%; EBITDA grew 7.0%. Digital commerce revenue surged 38% yoy.
Outlook
Targeting high growth in South India (TAM ₹78,100cr by FY29P). Executing 'Project Bolt' for D-com leadership.
Risks
West Asia conflict impact causing higher freight costs, supply chain disruption, and input cost escalation.
Earnings Call filed with NSE, NSE: ORKLAINDIA. Summary written with AI assistance from the document.
Orkla India Ltd: key numbers
- Share price
- ₹564.85
- Market cap
- ₹7,740 Cr
- Revenue (annual)
- ₹2,509 Cr
- Net profit (annual)
- ₹285.7 Cr
- P/E (TTM)
- 25.0×Sector 41.3×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 2.04%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Orkla India Ltd
All →Orkla India Earnings Call Transcript: Key Takeaways
Revenue rose 18.4% but volume grew only 2.9%, so growth is mainly price-led. EBITDA margin fell about 100bps to 15.9% under input inflation, and management leans on adjusted metrics excluding PLI and Project Bold to present underlying performance.
Orkla India Results Update
Orkla India's Q2 FY27 revenue rose 19.4% to ₹776 Crore and PAT rose 19.2% to ₹91 Crore. Figures are from the unaudited consolidated press release.
Orkla India Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹776cr (+19.4% YoY), PAT ₹91cr (+19.2%), EBITDA ₹124cr (+12.6%) with margin down 1.0pp to 15.9%. Spices +25.1%, Project Bolt digital-commerce push ongoing.
Orkla India Q2 FY27 Results: Net Profit ₹91.4 Cr, Up 19.2% YoY
Orkla India Ltd reported revenue from operations of ₹776.2 Cr (+19.4% YoY) and net profit of ₹91.4 Cr (+19.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹91.4 Cr · +19.2% YoY
Orkla India Management Change
Orkla India's Chairman and Non-Executive Director Atle Vidar Nagel Johansen resigned effective October 26, 2026. He cited other professional commitments and no material reasons.
Orkla India Employee Stock Options
Orkla India allotted 40,271 equity shares to employees on exercising options under its MSOP 2025. Paid-up capital rises to Rs.13.70 Crore.