Orkla India Limited Q2 FY26 earnings call summary

NSE: ORKLAINDIA · BSE: 544595

Earnings call of 13 Nov 2025, summarised by AI from the filing.

Orkla India Q2 FY26 revenue ₹6,503 million, growth 4.9%, EBITDA margin 16.9%, PAT ₹767 million, with volume growth 7.7%.

Guidance No forward-looking guidance given; management will not provide pricing outlook.
Volume growth Q2 volume growth 7.7%, highest in three years, driven by spices and convenience foods.
Convenience foods Grew 19.2%, led by sweets at 26.4% on festive season and new launches.
Spice deflation Spice prices fell 22-25% over two years, impacting revenue growth.

Orkla India Limited Q1 FY27 results

As filed: Revenue ₹644 cr, EBITDA ₹111 cr, PAT ₹86.4 cr, EBITDA margin 17.2%.

Not scored. No result for the same quarter last year.

Q4 FY26: Revenue ₹615 cr, EBITDA ₹96.7 cr, PAT ₹73.4 cr, EBITDA margin 15.7%. Not scored. No result for the same quarter last year. Share price after the results: +2.2% in 30 days (Nifty 500: +3.0%).
Q3 FY26: Revenue ₹624 cr, EBITDA ₹102 cr, PAT ₹55.2 cr, EBITDA margin 16.3%. Not scored. No result for the same quarter last year. Share price after the results: −3.2% in 30 days (Nifty 500: −10.1%).
Q2 FY26: Revenue ₹638 cr, EBITDA ₹106 cr, PAT ₹76.0 cr, EBITDA margin 16.6%. Not scored. No result for the same quarter last year. Share price after the results: −6.0% in 29 days (Nifty 500: −0.4%).

Past price moves after results do not indicate future moves. Not a recommendation.

Q1 FY27: Earnings call (4 Aug 2026), Results deck (4 Aug 2026), Results press release (4 Aug 2026)
Q4 FY26: Earnings call (19 May 2026), Results deck (19 May 2026), Results press release (19 May 2026)
Q3 FY26: Earnings call (11 Feb 2026), Results deck (11 Feb 2026), Results press release (11 Feb 2026)
Q2 FY26: Earnings call (13 Nov 2025), Results deck (13 Nov 2025), Results press release (13 Nov 2025)

Figures from the company's filings with NSE and BSE. Not investment advice.