Thursday, 5 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

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 Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growthRevenue +18.4% YoY, mainly pricing-led; volumes +2.9%.
MarginsEBITDA margin 15.9%, down ~100bps YoY; input-cost driven contraction.
Demand visibilityDomestic +20%, GCC +22.7%; festive demand shifts to Q3.
Management confidenceOptimistic-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.

Source

Earnings Call Transcript filed with BSE, NSE: ORKLAINDIA. Summary written with AI assistance from the document.

Read the document ↗

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.

More from Orkla India Ltd

All →