Orkla India Limited — PPTs, 04-08-2026: Investor Presentation

Here's a summary of Orkla India Limited's investor presentation:

**1. Business Performance:**

Orkla India showcased robust performance with an 11.5% year-on-year (YoY) revenue growth in Q1 FY27, driven by a 1.7% volume increase. The domestic business performed strongly with 11.8% YoY growth, while the international segment remained resilient at 10.1% YoY. Key growth drivers were digital commerce, up 38.1% YoY, and modern trade, up 18.6% YoY. Spices saw strong double-digit revenue growth, and convenience foods, particularly meals, also demonstrated healthy momentum.

**2. Growth Drivers or Strategy:**

The company is focusing on Project Bolt to build digital commerce as a key growth engine. It also emphasizes deepening reach in spices through local connect and innovation, along with accelerating its breakfast play in convenience foods with new product launches and market expansion.

**3. Recent Developments:**

Orkla India launched 23 new products in the quarter, showcasing its commitment to innovation and catering to local tastes. Progress is also being made on the Kerala distribution re-structuring initiative.

**4. Key Financial Metrics:**

Consolidated revenue from operations stood at ₹659 crore, a 10.4% YoY increase. EBITDA was ₹115 crore, a 3.0% YoY increase, with an EBITDA margin of 17.5%. Profit After Tax (PAT) was ₹87 crore (before exceptional items), a 9.7% YoY growth.

**5. Management Commentary / Outlook:**

The company is well-positioned to capitalize on the growth in the South Indian market, which represents a significant portion of India's GDP and shows the highest per capita spend on packaged food. Orkla India continues to leverage its strong supply chain and product innovation capabilities.