Orkla India Limited has announced its schedule for the Q3FY26 financial results disclosure, with both board meeting and investor conference call planned for February 11, 2026. The company has issued formal intimation to stock exchanges regarding these upcoming corporate events.

Board Meeting and Financial Results

The Board of Directors meeting is scheduled for Wednesday, February 11, 2026, where the board will consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. This announcement was made in compliance with Regulation 29 of the SEBI Listing Regulations.

Investor Conference Call

Pursuant to Regulation 30 of the SEBI Listing Regulations, Orkla India Limited will host an Investors/Analysts Conference Call on the same day at 17:00 IST to discuss the financial results. The call will be coordinated by ICICI Securities and will feature key management representatives.

Management Representation

The earnings call will be represented by senior management officials:

• Mr. Sanjay Sharma - Managing Director & CEO
• Ms. Suniana Calapa - CFO
• Mr. Siddharth Borkar - Head M&A and Investor Relations

Call Access Details

ICICI Securities has provided multiple access options for participants to join the conference call:

Coordination and Contact Information

The conference call coordination will be managed by ICICI Securities team including Mr. Jaideep Goswami (Head of Equities), Mr. Manoj Menon (Head of Research), and Mr. Dhiraj Mistry. For clarifications, participants can contact Mr. Rushad Kapadia at ICICI Securities.

The company has indicated that detailed schedule information and any subsequent changes will be available on their official website at the governance section under earnings call updates. Financial results will also be published in newspapers in accordance with Regulation 47 of the SEBI Listing Regulations.

Orkla India Limited has received an adverse order from tax authorities, confirming a significant GST demand that could impact the company's financials. The development was disclosed under regulatory compliance requirements on January 22, 2026.

Appeal Dismissal and Order Details

The Office of Additional Commissioner (Appeals Thane), CGST & Central Excise, Mumbai, delivered the order on January 21, 2026, at 4:04 P.M. (IST). This order effectively dismissed the company's appeal against the original demand raised by the Assistant Commissioner, Division – IV, CGST & Central Excise, Bhiwandi Commissionerate on July 09, 2025.

The order covers three separate cases with order numbers ZD2701260958507, ZD270126095808W, and ZD2701260959026, spanning the financial years 2020-21, 2021-22, and 2022-23 respectively.

Financial Impact and Demand Breakdown

The confirmed GST demand presents a substantial financial obligation for the company:

Nature of Non-Compliance

The GST demand stems from the company's non-reversal of input tax credit on damaged stock returns. This issue relates to the company's handling of input tax credit claims during the three-year period from FY 2020-21 to FY 2022-23. The tax authorities identified this as a compliance aberration that warranted both the original tax liability and an equivalent penalty amount.

Company's Response and Next Steps

Orkla India Limited has stated that it will evaluate legal options against the order. The company disclosed this information in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Company Secretary and Compliance Officer Kaushik Seshadri signed the disclosure, confirming that the information provided is true, correct, and complete to the best of the company's knowledge and belief.

Regulatory Compliance Context

The order was issued under Section 107 of the Central Goods and Services Tax Act, 2017, as part of the appeals process. The company had initially challenged the demand through the formal appeals mechanism, but the appellate authority upheld the original assessment, resulting in the dismissal of the company's appeal.