Orkla India Ltd

Orkla India Limited reported an 11.5% growth in revenue from product sales for the quarter ended June 30, 2026, with an EBITDA margin of 17.5%. Management highlighted the strength of their brand portfolio and the resilience of their business model. The company generates 70% of its revenues from South India, with international business contributing 21%. Management noted that raw material inflation has increased, particularly in spices, with a 32.8% rise compared to the previous year. Despite this, the company maintained profitability through effective pricing strategies and operational efficiencies. The domestic business grew by 11.8%, while international operations saw a 10.1% increase. Management emphasized ongoing investments in brand growth and digital commerce, which grew by 38.1%. The quarter was characterized by broad-based growth across categories and channels, reflecting the effectiveness of their growth strategy.

Management emphasized strong revenue growth and profitability despite inflationary pressures.