NSE: ORKLAINDIA · BSE: 544595 · ISIN INE16NZ01023
Orkla India Limited stock analysis
Orkla India Limited ranks #2006 in the TickerSutra evidence-ranked universe with a score of 49/100 and 89% data confidence. The latest captured fundamentals show ROCE of 14.9%, quarterly sales growth of 10.4% and quarterly profit growth of 9.7%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Low debt/equity of 0.02×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹1,838cr | ₹238cr | ₹117cr | 13.0% |
| 2023 | ₹2,172cr | ₹312cr | ₹339cr | 14.0% |
| 2024 | ₹2,356cr | ₹341cr | ₹226cr | 14.0% |
| 2025 | ₹2,395cr | ₹396cr | ₹256cr | 17.0% |
| 2026 | ₹2,509cr | ₹418cr | ₹286cr | 17.0% |
| TTM | ₹2,571cr | ₹419cr | ₹294cr | 16.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
MANAGEMENT COMMENTARY
Signals from filed documents
As Sanjay highlighted earlier, we have commenced Project Bolt, aimed at stre ngthening our digital commerce capabilities, which entailed certain strategic investments during the quarter. Excluding the impact of Project Bolt investments and the production linked incentive benefit recognized in the base period, underlying EBITDA growth was 12.7% with EBITDA margin expansion of 40 basis points. This reflects the strengt
The Pradhan Mantri Kisan SAMPADA Yojana (PMKSY), with investments of over INR 60 billion (phased), supports the development of food processing infrastructure through mega food parks, cold chains and agro-processing clusters, improving logistics efficiency and reducing wastage. In addition, GST rationalization, including rate reductions from 12% and 18% to 5% on packaged and convenience food products, has improved aff
32 CORPORATE OVERVIEW Annual Report 2025-26 33 Orkla India Limited MANAGEMENT TEAM Performance Orkla India delivered a steady growth, supported by a strong consumer demand and brand performance in FY 2025-26. This strengthened our position across domestic and international markets. It was also a defining year for us, marked by our listing on the stock exchanges in November 2025.
The program will take several quarters to mature. We remain confident i n its long - term value creation. Next slide, we'll go to slide 15 on convenience food.
Net of Kerala, volume growth is at 4.4%. This performance reflects a combination of healthy underlying demand, portfolio strength, disciplined execution, and pricing actions undertaken to address raw material inflation. Domestic business delivered a strong growth of 11.8%, benefiting from robust execution in general trade and improving consumption trends.
Additionally, we have developed a robust sourcing ecosystem for single-origin ingredients under our MTR Prakriti range. Backward integration remains a key strategic priority, enabling us to move closer to the source of production and supply. This is exemplified by our direct engagement with chilli farmers and primary producers, ensuring greater control over quality, traceability and supply reliability.
Spices delivered growth of 11.3% year-on-year during the quarter, demonstrating the resilience of our brands and continued consumer demand despite a highly inflationary commodity environment. As spice prices c ontinued to increase during quarter 1, we effectively managed the pricing environment with market-aligned pricing in pure spices and calibrated price increases in blended spices, helping sustain growth while ma
This may affect sourcing, production, and distribution efficiency, potentially impacting customer service levels. Prolonged disruptions could also lead to margin pressures and adversely affect overall business performance. In response, your Company undertakes continuous evaluation of short-term market volatility as well as long-term socio-economic and political developments to proactively anticipate and adapt to pote
100% Employees other than BoD and KMPs 91 Employees and Workers participated in extensive training programmes covering workplace safety, EHS practices, food safety and quality compliance, operational excellence, digital and functional capability building, and ethics and governance. The programmes enhanced safety awareness, strengthened regulatory compliance, improved operational efficiency, and fostered a culture of
Male 64% Female 36% Gender CORPORATE OVERVIEW Annual Report 2025-26 73 Orkla India Limited 72 OUR PEOPLE AND CULTURE Be Global, Stay Local Continue the Love We bring together global standards, best practices and local entrepreneurial spirit to build a strong ‘One Orkla India’ culture. Consumers are at the heart of Orkla India Limited, as their evolving needs and insights drive innovation, enabling us to create releva
DETAILS OF DIRECTORS OR KEY MANAGERIAL PERSONNEL WHO WERE APPOINTED OR HAVE RESIGNED DURING THE YEAR Mr. Sanjay Sharma was appointed as the Managing Director and Chief Executive Officer with effect from April 01, 2025, for a term of five years, at the meeting of the Board of Directors held on April 09, 2025, and approved by the shareholders at the Extra-Ordinary General meeting held on May 07, 2025. This appointment
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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