| Management target | Revenue |
|---|
| Revenue growth | Revenue up 10.4% YoY to 659Cr, led by effective pricing strategies. |
|---|---|
| Margins | EBITDA margins stable at 17.5% despite significant raw material inflation. |
| Demand visibility | Encouraging demand in FMCG with gradual recovery in discretionary spending. |
| Management confidence | Confident, focusing on 'multiple growth engines' to diversify beyond core markets. |
Growth
Revenue grew 11.5% YoY, primarily driven by pricing interventions (11.4%) as volume growth remained modest at 1.7%.
Outlook
Management aims for sustained double-digit revenue growth through digital commerce and expansion in top 28 metros.
Risks
High commodity inflation in spices (Chilli up 78%, Coriander up 40%) threatens gross margins if pricing power wanes.
Last quarter's promises, checked
Delivered
- Target double-digit growth (ex-Kerala) → delivered 11.1% (= BEAT)
- Maintain EBITDA margin >16% → delivered 16.9% (= BEAT)
- Quarterly EBITDA floor 100Cr → delivered 100Cr (= BEAT)
Partly delivered
- Pass through spice inflation via pricing → delivered 11.4% hike vs 78% chilli spike (= PARTIAL)
Missed
- Target double-digit total revenue growth → delivered 4.8% (= MISS)
- Accelerate volume growth → delivered 2.2% vs 5.9% FY26 (= MISS)
Earnings Call Transcript filed with BSE, 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 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 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.
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