Orkla India Reports Resilient FY26 Performance, Driven by 4.8% Revenue Growth
Orkla India Limited, a portfolio company of Orkla ASA, has announced its financial results for the quarter and the full fiscal year ended March 31, 2026. The company reported a consolidated revenue from operations of ₹2,509 crore for FY26, marking a 4.8% year-on-year increase. EBITDA grew by 7.0% year-on-year to ₹424 crore, while EBITDA margins expanded to 16.9%, supported by disciplined operational management and volume-led growth of 5.9%.For the fourth quarter of FY26, Orkla India maintained a revenue growth of 5.0% year-on-year. Despite facing external headwinds due to geopolitical volatility and temporary market disruption in Kerala, the company reported an EBITDA of ₹100 crore, with EBITDA margins standing at 16.0%.
Consolidated Financial Highlights (In Crore)
The following table details the key financial metrics for the quarter and the full year:| Particulars | Q4 FY26 | Q4 FY25 | YoY Change | FY26 | FY25 | YoY Change |
|---|---|---|---|---|---|---|
| Revenue from Operations | 626 | 596 | 5.0% | 2,509 | 2,395 | 4.8% |
| EBITDA | 100 | 94 | 7.0% | 424 | 396 | 7.0% |
| EBITDA Margins | 16.0% | 15.7% | 16.9% | 16.6% | ||
| PAT (before exceptional items) | 74 | 69 | 7.5% | 298 | 289 | 3.0% |
Commenting on the performance, Sanjay Sharma, Managing Director & CEO, stated that the company delivered resilient performance in FY26 while strengthening long-term business foundations.
In the Q4 FY26 period, the Spices segment, which contributes approximately 66% of the business, saw growth of 6.1% despite challenges in the Kerala market. Excluding the Kerala market, the domestic growth of spices remained robust at 11.1%, translating to a volume development of 6.5%.
Strategic Focus for Future Growth
The management highlighted that a central focus during the year remained on investing in future-ready growth platforms. Two key strategic initiatives underscore this commitment:1. Eastern Kerala Distribution Restructuring: This project aims to strategically restructure the distribution model across three focus areas: expanding spices coverage, accelerating convenience foods growth, and establishing a dedicated modern trade structure. The overall goal is to create a stronger, scalable distribution engine to boost market reach and improve market share at the outlet level.
2. Project Bolt: This initiative is focused on accelerating digital commerce growth. It is built on three pillars: developing a dedicated execution playbook, winning online market share, and driving digital-first innovations tailored to specific consumer needs.
While noting that operations were impacted by the West Asia conflict towards the end of FY26, the company reported responding with agility to ensure business continuity and consistent product availability. Looking ahead to FY27, Orkla India remains optimistic about the underlying structural drivers of the economy and plans to continue expanding its digital commerce footprint and advancing distribution transformation initiatives.
ORKLAINDIA Stock Price Movement
Orkla India Limited shares today slipped by 0.79% to settle at ₹624.2. The stock traded on a volume of 17,164 shares, concluding the day within an intraday range of ₹620.0 to ₹636.6.Disclaimer: Due care and diligence have been taken in compiling and presenting news and market-related content. However, errors or omissions may arise despite such efforts.
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