Orkla India Q4 FY26 results (Jan–Mar 2026) and concall

Fast Moving Consumer Goods · Concall AI · Call held 19 May 2026

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

Orkla India delivered strong FY26 results, driven by robust volume growth and expanding EBITDA margins, despite facing external headwinds like the West Asia conflict and rising input costs. The company is strategically investing in digital commerce and restructuring its distribution network, particularly in Kerala, which caused some near-term disruption. While Q4 margins were impacted by specific costs, management remains confident in achieving double-digit growth through calibrated pricing actions and operational efficiencies.

You’re reading a preview. Opening the full call uses 1 concall credit.

What they filed

Q4 FY26: revenue up 5.0%, net profit up 108.6% against the same quarter last year.

₹ Cr · quarterly

Line item	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26
Revenue	620	615	596	597	650 +5%	636 +3%	626 +5%
Expenses	506	530	501	485	544	533	529
EBITDA	113	86	95	112	106 −6%	103 +20%	97 +2%
Margin	18%	14%	16%	19%	16%	16%	16%
Other income	15	20	-20	8	10	-8	14
Interest	2	2	1	2	2	2	2
Depreciation	15	17	15	12	13	17	12
Profit before tax	111	88	59	106	102 −8%	76 −14%	98 +66%
Tax rate	26%	25%	40%	26%	25%	26%	25%
Net profit	83	66	35	79	77 −7%	57 −14%	73 +109%
EPS	6.18	4.92	2.57	5.76	5.60	4.13	5.36

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

More Fast Moving Consumer Goods earnings calls