Orkla India Limited has informed the Exchange about Investor Presentation
ORKLAINDIA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Orkla India reported FY'26 revenue from operations of INR 2,509 crore, up 4.8% year-on-year, with EBITDA of INR 424 crore (margin 16.9%) growing 7% yoy. Q4 FY26 showed revenue of INR 626 crore (+5% yoy) and EBITDA of INR 100 crore (+7% yoy). Volume growth was 5.9% for FY'26 and 2.2% for Q4. Spices segment grew 6.1% yoy while convenience foods grew 6.4% yoy with double-digit growth in sweets and meals. Digital commerce revenue surged 38% yoy in FY'26. The company faced headwinds from the West Asia conflict causing elevated freight costs, partially offset by price increases and cost management. Trade working capital improved to 19.6 days from 21.4 days. Cash conversion was impacted to 83.8% due to TDS on dividend paid in April 2025.
Positive: Solid revenue and EBITDA growth with margin expansion (16.9% vs 16.6% in FY'25) driven by operating efficiencies. The 38% digital commerce growth signals strong execution on their Project Bolt initiative. ROCE dilution to 27.7% from surplus cash (~INR 600 crore) is a minor concern but reflects healthy cash generation.