| 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
- ₹555.95
- Market cap
- ₹7,616 Cr
- Revenue (annual)
- ₹2,509 Cr
- Net profit (annual)
- ₹285.7 Cr
- P/E (TTM)
- 25.9×Sector 43.4×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 2.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Orkla India Ltd
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Orkla India Q1 FY27 Results: Net Profit ₹87.7 Cr, Up 11.2% YoY
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- Key figure
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Orkla India Earnings Call: Key Takeaways
Orkla India FY26 showed resilience with revenue growth despite deflation and geopolitical friction in GCC markets. Management is focusing on structural distribution changes and digital commerce to offset Kerala stagnation.
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Orkla India Ltd reported revenue from operations of ₹625.8 Cr (+5.0% YoY) and net profit of ₹73.4 Cr (+108.5% YoY) for Q4 FY26.
- Key figure
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