The call has ended.
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.
| Revenue growth | Revenue +18.4% YoY, mainly pricing-led; volumes +2.9%. |
|---|---|
| Margins | EBITDA margin 15.9%, down ~100bps YoY; input-cost driven contraction. |
| Demand visibility | Domestic +20%, GCC +22.7%; festive demand shifts to Q3. |
| Management confidence | Optimistic-balanced; heavy 'healthy' language; hedged long-term aspirations. |
Growth
Revenue +18.4% YoY, volume only +2.9%; spice price hikes of about 20% drove most of the growth.
Outlook
No FY27 numeric guidance; 10–12%+ growth is an unquantified aspiration. Kerala modern trade completes Dec 2026.
Risks
Volume lags price, PLI supports profit, margins are compressing, and spice prices remain speculative.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
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
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management aims for sustained double-digit revenue growth through digital commerce and expansion in top 28 metros.
Growth they described
Revenue grew 11.5% YoY, primarily driven by pricing interventions (11.4%) as volume growth remained modest at 1.7%.
Call details
| Company | Orkla India Ltd |
|---|---|
| NSE symbol | ORKLAINDIA |
| ISIN | INE16NZ01023 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 5:30 PM IST |
Orkla India Ltd: key numbers
- Share price
- ₹528.10
- Market cap
- ₹7,237 Cr
- Revenue (annual)
- ₹2,509 Cr
- Net profit (annual)
- ₹285.7 Cr
- P/E (TTM)
- 23.4×Sector 40.6×
- 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.
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