| Revenue growth | FY26 revenue up 4.8% YoY to ₹2,509cr, primarily volume-led. |
|---|---|
| Margins | EBITDA margin improved 30bps to 16.9%; higher freight impacted Q4. |
| Demand visibility | Strong domestic demand excluding Kerala; GCC showing 11.8% growth resilience. |
| Management confidence | Balanced, highlighting structural improvements while acknowledging external geopolitical headwinds. |
Growth
FY26 revenue up 4.8% at ₹2,509cr; volume growth accelerated to 5.9%, the highest in 4 years.
Outlook
Targeting double-digit growth; Kerala restructuring expected to stabilize by January 2027.
Risks
Distribution restructuring in Kerala caused temporary disruption; West Asia conflict and spice inflation pose near-term margin pressure.
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
All →Orkla India Earnings Call Transcript: Key Takeaways
Orkla India delivered a strong price-led recovery in Q1FY27, balancing steep spice inflation against volume growth. Management is aggressively pivoting toward digital commerce and 'convenience foods' to offset regional distribution headwinds in Kerala.
Orkla India Investor Presentation: Key Takeaways
Orkla India reports double-digit Q1 FY27 revenue growth of 11.5% and EBITDA margin of 17.5%. Strategy focuses on South Indian market expansion, digital commerce, and premiumization of spices and convenience foods.
Orkla India Q1 FY27 Results: Net Profit ₹87.7 Cr, Up 11.2% YoY
Orkla India Ltd reported revenue from operations of ₹659.1 Cr (+10.4% YoY) and net profit of ₹87.7 Cr (+11.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹87.7 Cr · +11.2% YoY
Orkla India Earnings Call: Key Takeaways
Orkla India delivered 4.8% revenue growth (₹2,509 cr) and 7% EBITDA growth (₹424 cr) in FY26. Management is pivoting from a deflationary period to calibrated price hikes to counter rising agri-commodity inflation.
Orkla India Earnings Call: Key Takeaways
Orkla India FY26 Revenue grew 4.8% to ₹2,509cr with EBITDA at ₹424cr (16.9% margin). Focus remains on South Indian market, digital commerce (Project Bolt), and international GCC expansion.
Orkla India Q4 FY26 Results: Net Profit ₹73.4 Cr, Up 108.5% YoY
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
- Net profit ₹73.4 Cr · +108.5% YoY