Orkla India FY26 PAT Rises 11.7% to ₹286 Crore
Orkla India Limited reported a 4.8% YoY increase in revenue to ₹2,509.14 crore for FY26, with PAT rising 11.7% to ₹285.67 crore. Q4 revenue stood at ₹625.80 crore, with a net profit of ₹73.43 crore. The company has made the audio recording of its analyst conference call held on May 19, 2026, available on its website.
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Orkla India Limited has announced its audited consolidated financial results for the financial year ended March 31, 2026. The company reported revenue from operations of ₹2,509.14 crore for FY26, registering a growth of 4.8% year-on-year. EBITDA grew 7.0% to ₹424.00 crore, with EBITDA margins expanding to 16.9% during the year. Profit after tax (PAT) for the year stood at ₹285.67 crore, an increase of 11.7% compared to the previous year. The Board of Directors approved the results during a meeting held on May 19, 2026. Additionally, the company disclosed an investor presentation for the quarter ended March 31, 2026, in accordance with Regulation 30 of the SEBI Listing Regulations.
Quarterly Financial Performance
For the quarter ended March 31, 2026, Orkla India reported revenue from operations of ₹625.80 crore, compared to ₹596.18 crore in the same period last year. EBITDA for the quarter stood at ₹97.20 crore, up from ₹95.30 crore year-on-year, with EBITDA margins at 15.54% compared to 16.00% in the prior-year quarter. Consolidated net profit for Q4 came in at ₹73.43 crore, against ₹35.24 crore in the year-ago period. The company noted that Q4 performance was impacted by external headwinds, including geopolitical volatility and temporary market disruption in Kerala.
Key Financial Metrics
The following table summarizes the consolidated financial performance:
| Particulars (In ₹ Cr) | Q4 FY26 | Q4 FY25 | FY26 | FY25 |
|---|---|---|---|---|
| Revenue from Operations | 625.80 | 596.18 | 2,509.14 | 2,394.71 |
| EBITDA | 97.20 | 95.30 | 424.00 | 396.00 |
| EBITDA Margins | 15.54% | 16.00% | 16.90% | 16.60% |
| Consolidated Net Profit | 73.43 | 35.24 | 285.67 | 255.69 |
| PAT Margins (Annual) | — | — | 11.39% | 10.68% |
Key Business Highlights
The company achieved volume growth of 5.9% for FY26, the highest in the past four years. Digital commerce revenue grew significantly, driven by strategic initiatives, recording a 38% year-on-year growth for the fiscal year and 23% growth in Q4 FY26. EBITDA expansion was supported by volume-led growth and disciplined operational management. The international business, particularly the GCC region, demonstrated resilience with an 11.8% year-on-year revenue growth despite geopolitical disruption.
Management Outlook
Management indicated that the company expects revenue growth to be driven by a combination of increased prices and volumes, with a clear focus on volume-led growth as a core strategic priority. The company expects to maintain double-digit growth going forward. On the international front, management reported that supply chain issues to West Asia are starting to resolve, which is expected to support the recovery of the international business segment.
Strategic Initiatives
Management highlighted progress on strategic initiatives such as the 'Kerala Distribution Restructuring' and 'Project Bolt'. The Kerala project aims to expand spices coverage and accelerate convenience foods growth, while Project Bolt focuses on accelerating digital commerce growth through a dedicated execution playbook and digital-first innovations. The company is also building a future-ready distribution engine in Kerala to address market disruptions.
Conference Call Update
In accordance with SEBI Listing Regulations, the company has disclosed the audio recording of the conference call with analysts and investors held on May 19, 2026. The recording, which covers the audited financial results for the quarter and financial year ended March 31, 2026, is available on the company's official website. The investor presentation for Q4 FY26 has also been made available on the website.
Historical Stock Returns for Orkla
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +1.35% | +3.06% | +2.15% | -4.65% | -9.32% | -9.32% |
How quickly could the resolution of West Asia supply chain disruptions translate into measurable revenue recovery for Orkla India's international business segment in FY27?
Will the Kerala Distribution Restructuring initiative risk further short-term market share loss before delivering the projected expansion in spices coverage and convenience foods growth?
Can Orkla India sustain its 38% digital commerce growth trajectory as competition intensifies on quick-commerce platforms, and what share of total revenue could digital channels realistically contribute by FY28?
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