Orkla India Q2 FY26 results (Jul–Sep 2025) and concall

Fast Moving Consumer Goods · Concall AI · Call held 13 Nov 2025

Company page: Orkla India share price, financials & guidance record

Orkla India reported a strong Q2 FY26 with robust volume growth of 7.7% and revenue growth of 4.9%, despite significant raw material price deflation in spices. EBITDA margin remained healthy at 16.9%, though impacted by one-time GST transition costs and higher ad spend. The company emphasized its strategy of deep penetration in core Southern markets and strong growth in convenience foods and digital commerce.

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What they filed

Q2 FY26: revenue up 4.8%, net profit down 7.2% against the same quarter last year.

₹ Cr · quarterly

Line item	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	620	615	596	597	650 +5%
Expenses	506	530	501	485	544
EBITDA	113	86	95	112	106 −6%
Margin	18%	14%	16%	19%	16%
Other income	15	20	-20	8	10
Interest	2	2	1	2	2
Depreciation	15	17	15	12	13
Profit before tax	111	88	59	106	102 −8%
Tax rate	26%	25%	40%	26%	25%
Net profit	83	66	35	79	77 −7%
EPS	6.18	4.92	2.57	5.76	5.60

How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.

What they filed

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