ALFA Finder| 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
- ₹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.