Orkla India Q3 FY26 Earnings Call Transcript Released
Orkla India's Q3 FY26 earnings call transcript details INR 636 crore revenue, up 3.4% YoY, with 5.4% volume growth. EBITDA rose 17.7% to INR 102 crore (16.1% margin). Spices saw 10.1% volume growth despite deflation, while Convenience Foods grew 6%. Digital commerce surged 43.4%. Management anticipates improved consumption and a shift from spice deflation to inflation.
The release of an earnings call transcript provides detailed insights into the company's financial performance, strategic direction, and future outlook, which is material information for investors and analysts.
The announcement is a transcript of an earnings call. While it details financial performance and outlook, it is a factual reporting of discussions and does not contain inherently positive or negative news beyond the company's performance metrics.
Orkla India Limited has released the transcript of its Earnings Conference Call held on February 11, 2026, following the Board of Directors' meeting on February 11, 2026. The call discussed the financial results for the quarter and nine months ended December 31, 2025.
During the call, Mr. Sanjay Sharma, Managing Director and CEO, highlighted Orkla India's focus on being a South India-focused multi-category food company with strong heritage brands like MTR and Eastern. He noted the challenging macroeconomic environment with deflationary trends in spices, particularly chili, impacting value realization, though volume growth remained strong at 10.1%. The Convenience Foods portfolio saw a 6% revenue increase, with Breakfast and Meals performing well, while Sweets experienced a temporary decline due to the advancement of the festive season. Digital commerce channels grew by 43.4%, and EBITDA increased by 17.7% to INR 102 crore, with an EBITDA margin of 16.1%.
Ms. Suniana Calapa, CFO, provided financial details, stating that revenue from operations for Q3 FY26 was INR 636 crore, a 3.4% year-on-year growth, supported by 5.4% volume growth. Profit after tax before exceptional items was INR 68 crore, a 3.8% year-on-year growth. The company also recorded exceptional items of INR 15.8 crore related to gratuity expenses.
Management discussed the outlook, expecting an improving consumption environment and a shift from spice deflation to inflation. They reiterated their focus on driving volume growth, expanding the value-added portfolio, and strengthening operational efficiencies. The company is also strategically expanding its digital commerce capabilities and exploring inorganic growth opportunities.
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