Orkla India Limited (ORKLAINDIA)

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Orkla India Limited (ORKLAINDIA) · mywealthgrid

About

Orkla India Limited manufactures food products within the Consumer Staples sector, with a market capitalization of ₹7,531.58 Cr. The company operates at scale with quarterly revenue between ₹614–659 Cr (standalone) and maintains operating margins in the 16–17% range. Strong financial discipline is reflected in zero debt.

Face value: ₹1

Market cap

₹7,360 Cr

P/E

25.0×

P/B

2.7×

Dividend yield

ROE

11%

ROCE

14.6%

Debt / equity

OPM

16.7%

EPS (TTM)

₹21.5

Book value

₹200.7

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

PE ratio of 25.58 significantly exceeds ROE of 10.97%; verify whether earnings growth justifies the valuation premium
Revenue across recent quarters (₹614–659 Cr) shows limited growth momentum; verify whether drivers exist for acceleration
Profit seasonality evident in Dec quarters (₹55–56 Cr net profit) versus ₹73–87 Cr in other quarters; verify whether cyclical, structural or temporary
Concentrated promoter holding at 75% may limit minority shareholder influence on capital allocation

Generated analysis · source review pending

Growth drivers

Operating margin expanded to 17.24% in Jun 2026 from 15.54% in Mar 2026; sustained expansion at this level drives earnings growth without revenue increase
EPS surged to 6.3–6.4 (Jun 2026) from 4.03–4.14 (Dec 2025); verify drivers: volume growth, product mix improvement or cost control
Zero debt (D/E = 0) leaves room for leverage deployment if capital-intensive opportunities or acquisitions emerge; verify capex and M&A strategy
Verify Indian food staples market growth rate, competitive structure and the company's share position to assess organic expansion potential

Generated analysis · source review pending

221 historical price candles were omitted because the exchange source has not been verified.

₹537.2-0.5%1Y

Quick read

rule-based

Pros

+Almost debt-free (debt/equity 0)
+Comfortable interest coverage of 60.5×
+High promoter holding of 75% with no pledge

Cons

−Low return on equity of 9.9% (3-yr avg)
−Profit declined 5.6% a year over the last 3 years
−Modest revenue growth of 4.9% a year over the last 3 years

Research score

Structured signal from quality, growth, valuation and momentum.

43/100

Business quality: 59
Growth: 10
Valuation

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	2,172	2,356	2,395	2,509
COGS	59	68	144	1,390
Gross profit	2,113	2,288	2,251	1,119
	1,802	1,947	1,854	701
	311	341	397	418
OPM %	14.3%	14.5%	16.6%	16.7%
Depreciation	55	62	62	54
Interest	27	7	7	7
	31	32	94	25
Profit before tax	257	307	355	382
Tax	-82	81	99	97
Tax %	-32%	26.2%	28%	25.3%
	339	226	256	286
PAT margin %	15.6%	9.6%	10.7%	11.4%
EPS (₹)	26.2	16.9	18.7	20.9
EPS adjusted (₹)	—	—	—	20.9
Annual report	—	—	—	Annual report for Mar 2026

₹ Cr	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	12	13	14	14
Reserves	2,227	2,793	2,446	2,736
Minority interest	—	0	—	—
	35	4	0	0
	827	564	712	652
Total equity & liabilities	3,102	3,375	3,171	3,402
	1,967	2,010	1,941	1,968
CWIP	74	4	8	4
Investments	235	297	147	573
	827	1,064	1,075	857
Total assets	3,102	3,375	3,171	3,402

₹ Cr	Mar 2026
	261
	-308
	-13
Net cash flow	-59
Free cash flow	239
CFO / Operating profit %	62.4%

Compounded sales growth

7 years: —
5 years: —
3 years: 5%
1 year: 5%

Compounded profit growth

7 years: —
5 years: —
3 years: -6%
1 year: 12%

Return on equity

7 years: —
5 years: —
3 years: 10%
Last year: 10%

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Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	97.3%	97.1%	94%	44.6%
EBITDA margin %	14.3%	14.5%	16.6%	16.7%
EBIT margin %	11.8%	11.9%	14%	14.5%
PAT margin %	15.6%	9.6%	10.7%	11.4%
Working capital
Receivable days	19	26	25	27
Inventory days	2,156	1,593	783	78
Payable days	236	333	165	67
NWC days	1,939	1,286	642	37
Leverage
Current ratio	1.23	2.84	1.82	2.61
Debt to EBITDA	0.11	0.01	0	0
Debt to equity	0.02	0	0	0
Interest coverage	10.5	46.9	60.4	60.5
Asset turnover	0.7	0.7	0.76	0.74
Return ratios
Return on assets %	10.9%	6.7%	8.1%	8.4%
Return on capital employed %	12%	11.7%	14.2%	14.6%
Return on equity %	15.1%	8.1%	10.4%	10.4%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	75%	75%	75%	75%
	3.62%	3.24%	2.42%	2.3%
	4.19%	8.11%	8.74%	8.69%
Government	0%	0%	0%	0%
	17.19%	13.65%	13.84%	14.01%
No. of shareholders	4,11,988	1,83,867	1,67,077	1,54,343

Promoter holding up 0 percentage points since Sep 2025.

1 deal · 6 Nov 2025 – 6 Nov 2025

Date	Client	Type	Venue	Side	Quantity	Price	Value
6 Nov 2025	NIPPON INDIA MUTUAL FUND	Bulk	NSE	Buy	62,22,000	₹737.96	₹459.16 Cr

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Bulk deals are a client trading over 0.5% of the equity in a session, aggregated across their trades; block deals are single negotiated trades in the exchange’s block window. Each is reported by the exchange it was crossed on, so NSE and BSE rows are separate trades rather than the same trade twice.

Mr. Atle Vidar Nagel JohansenNon-Executive - Non Independent Director-Chairperson
Mr. Sanjay SharmaExecutive Director-CEO-MD
Ms. Maria Syse-NybraatenNon-Executive - Non Independent Director
Mr. Per Haavard Skiaker MaelenNon-Executive - Non Independent Director
Ms. Rashmi Satish JoshiNon-Executive - Independent Director
Mr. Amit JainNon-Executive - Independent Director
Mr. Shantanu KhoslaNon-Executive - Independent Director
Ms. Meena GaneshNon-Executive - Independent Director
Kaushik SeshadriCompany Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

Portfolio month

Schemes holding

across 6 fund houses

Held by these funds

6.41%

of the company's equity

All mutual funds

8.38%

shareholding pattern, Jun 2026

Portfolios as of

August 2026

compared with July 2026

8 schemes · 6 fund houses

		Shares
SMALL CAP FUND	Nippon India Mutual Fund	80.92 L	481.13	0.58%	5.906%	-0
Consumption Fund	Nippon India Mutual Fund	3.96 L	23.57	0.96%	0.289%	-0
SMALL CAP FUNDNEW	Bank of India Mutual Fund	1.08 L	6.42	0.19%	0.079%	—
MF CONSUMPTION FUND	LIC Mutual Fund	91,692	5.45	1.18%	0.067%	-0
(Investment Manager for Motilal Oswal Mutual Fund)	Motilal Oswal Mutual Fund	59,542	3.54	0.14%	0.043%	-1,304
Multi Asset Fund	Baroda BNP Paribas Mutual Fund	36,000	2.14	0.14%	0.026%	-1.44 L
IB18-Groww Nifty Total Market Index Fund	Groww Mutual Fund	407	0.02	0.01%	0%	+2
(Investment Manager for Motilal Oswal Mutual Fund)	Motilal Oswal Mutual Fund	69	0	0.01%	0%	-0

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

Annual reports

Annual Report FY2026from bse Summary

Offer and rights documents

Orkla India Limited — PROSPECTUSListing · 3 Nov 2025

Investor Presentation and earnings call

Aug 2026Transcript AI SummaryPPTREC
May 2026Transcript AI Summary PPT

Documents link to external sources (exchange filings, company investor pages).

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Events

Upcoming dates and the company’s corporate-action history.

1

Board meeting to consider results4 Aug 2026

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

2 announcementsExport CSV

28 Sept 2026, 3:12 pmInsider Trading / SAST

Closure of Trading Window

Closure of Trading Window PDF

15 Sept 2026, 5:07 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

Date	Category	Subject	Filing
28 Sept 2026, 3:12 pm	Insider Trading / SAST Closure of Trading Window	Closure of Trading Window	PDF
15 Sept 2026, 5:07 pm	Company Update Analyst / Investor Meet	Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

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Ratio	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	97.3%	97.1%	94%	44.6%
EBITDA margin %	14.3%	14.5%	16.6%	16.7%
EBIT margin %	11.8%	11.9%	14%	14.5%
PAT margin %	15.6%	9.6%	10.7%	11.4%
Working capital
Receivable days	19	26	25	27
Inventory days	2,156	1,593	783	78
Payable days	236	333	165	67
NWC days	1,939	1,286	642	37
Leverage
Current ratio	1.23	2.84	1.82	2.61
Debt to EBITDA	0.11	0.01	0	0
Debt to equity	0.02	0	0	0
Interest coverage	10.5	46.9	60.4	60.5
Asset turnover	0.7	0.7	0.76	0.74
Return ratios
Return on assets %	10.9%	6.7%	8.1%	8.4%
Return on capital employed %	12%	11.7%	14.2%	14.6%
Return on equity %	15.1%	8.1%	10.4%	10.4%

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Eid Parry India LimitedEIDPARRYEIDPARRY	₹12,007 Cr	₹14,861 Cr	₹38,840 Cr	₹3,395 Cr	9%	₹465 Cr	3.6%	20.2%	6.8%	75
Manorama Industries LimitedMANORAMAMANORAMA	₹11,225 Cr	₹11,581 Cr	₹1,481 Cr	₹396 Cr	26.4%	₹257 Cr	16.5%	56%	39.4%	334
Orkla India LimitedORKLAINDIAORKLAINDIA	₹7,360 Cr	₹7,360 Cr	₹2,571 Cr	₹420 Cr	16.7%	₹294 Cr	11.4%	14.6%	11%	37
Krishival Foods LimitedKRISHIVALKRISHIVAL	₹1,010 Cr	₹1,046 Cr	₹332 Cr	₹32 Cr	9.3%	₹22 Cr	7.6%	17%	13.1%	94
Hexagon Nutrition LimitedHEXAGONHEXAGON	₹846 Cr	₹876 Cr	₹383 Cr	₹53 Cr	13.8%	₹38 Cr	9.9%	22.2%	16.3%	179
Apis India LtdAPISAPIS	₹701 Cr	₹763 Cr	₹391 Cr	₹36 Cr	9.2%	₹7 Cr	6.5%	18.9%	13.6%	207
Pajson Agro India LtdPAJSONPAJSON	₹509 Cr	—	₹256 Cr	₹37 Cr	14.3%	₹25 Cr	9.7%	—	—	—
Megastar Foods LimitedMEGASTARMEGASTAR	₹302 Cr	₹433 Cr	₹558 Cr	₹36 Cr	6.6%	₹10 Cr	1.8%	16.4%	9.5%	70
Nutricircle LtdNUTRICIRCLENUTRICIRCLE	₹300 Cr	₹301 Cr	₹3 Cr	₹1 Cr	1.6%	₹0 Cr	1.7%	4.2%	4.7%	18
Chemkart India LtdCHEMKARTCHEMKART	₹292 Cr	—	₹213 Cr	₹29 Cr	13.6%	₹21 Cr	9.8%	—	—	—
Wardwizard Foods and Beverages LtdWARDWIZFBLWARDWIZFBL	₹213 Cr	₹250 Cr	₹93 Cr	₹-6 Cr	3.3%	₹-14 Cr	0.6%	4.3%	1.6%	4
Adon Agro Commodities LtdADONADON	₹207 Cr	—	₹324 Cr	₹34 Cr	10.6%	₹23 Cr	7.2%	—	—	—

Orkla India Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Ratios

Ratio timeline

Shareholding

Quarterly record

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Annual reports

Offer and rights documents

Investor Presentation and earnings call

Events

Board meetings1

Announcements

Ratio timeline

Quarterly record

Bulk & block deals

Board and management

Not in the F&O segment

Board meetings1

Announcements

Annual reports

Offer and rights documents

Investor Presentation and earnings call

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

1

1