Orkla India FY26 PAT rises 11.7% to ₹286 crore
Orkla India reported an 11.7% rise in PAT to ₹286 crore for FY26, with revenue growing 4.8% to ₹2,509 crore. EBITDA increased 7% to ₹424 crore, driven by volume growth and operational efficiency. The company highlighted strong digital commerce growth and resilience in its international business despite geopolitical challenges.
*this image is generated using AI for illustrative purposes only.
Orkla India Limited has reported a profit after tax (PAT) of ₹286 crore for the financial year ended March 31, 2026, an increase of 11.7% compared to the previous year. The company achieved revenue from operations of ₹2,509 crore, registering a growth of 4.8% year-on-year. EBITDA grew 7.0% to ₹424 crore, with EBITDA margins expanding to 16.9% during the 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 ₹626 crore, compared to ₹596 crore in the same period last year. EBITDA for the quarter stood at ₹100 crore, up from ₹95 crore year-on-year, with EBITDA margins at 16% compared to 16.00% in the prior-year quarter. Consolidated net profit for Q4 came in at ₹73 crore, against ₹35 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 | 626 | 596 | 2,509 | 2,395 |
| EBITDA | 100 | 95 | 424 | 396 |
| EBITDA Margins | 16% | 16.00% | 16.90% | 16.60% |
| Consolidated Net Profit | 73 | 35 | 286 | 256 |
| 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 |
|---|---|---|---|---|---|
| +0.98% | +0.16% | -0.79% | +2.46% | -12.25% | -12.25% |
How will the resolution of supply chain issues to West Asia specifically impact the revenue contribution from the international business segment in the next fiscal year?
What specific digital-first innovations under 'Project Bolt' are expected to sustain the current 38% digital commerce growth rate amidst increasing competition?
How does the company plan to balance the strategic priority of volume-led growth with the need to maintain EBITDA margins in the face of potential input cost inflation?
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