Loading…
← CockpitCompetitor Analysis › ORKLAINDIA.NS Orkla India Ltd.Open in the cockpit ↗

Orkla India Ltd.ORKLAINDIA.NSCompetitor analysis, valuation and peers

India · INR·FMCG›Food: Specialty/Candy
Momentum neutral 53
Mkt cap
$826M
US dollars, full cap
Free float
0%
of shares outstanding
$/day
$452,515
20-day average traded
Fwd P/E
22.8×
forward earnings
ROIC−WACC
+2.4 pp
WACC 10.0%
Hurdle
+8 pp
Req g minus delivered
Next earnings
117 days
3 Mar 2027
Close · INR₹568.15
1D-0.7%
1W+8.1%
1M+1.0%
3M+1.6%
6M-11.8%
YTD-10.5%
1Yn/a
ATR %3.5%
Beta0.50
52w lowhigh25.2% off high

What Orkla India does

Employees: 2,207

Orkla India at a glance

Size Orkla India (ORKLAINDIA.NS) is an India Consumer Staples company (Food: Specialty/Candy) with a market value of $826M, the 656th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹568.15 on 6 Nov 2026.

Performance Over six months the shares fell 11.8%, against -7.8% for the median peer and 0.0% for the India market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 5.6% over the last twelve months (peer median +6.5%); the operating margin is 14.3% (peer median 6.4%).

Valuation It trades at 22.8× forward earnings against a peer median of 17.3× (6th most expensive of 16).

Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 2.4 points above its cost of capital (10.0% WACC).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 91ORKLAINDIA.NS 88
Six months, rebased to 100: Orkla India against the median of its 20 peers (local-currency closes).

Orkla India financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹27.0B₹25.0B₹23.7B₹23.3B₹21.5B
Revenue growth—+6%+2%+9%—
Gross profit₹8.72B₹7.68B₹6.40B₹5.79B₹5.26B
EBITDA₹4.39B₹4.23B₹3.35B₹3.20B₹2.73B
Net income₹3.09B₹2.86B₹2.56B₹2.26B₹3.39B
Free cash flown/a₹2.45B₹3.85B₹2.60B₹1.08B
Capital expendituren/a₹221M₹208M₹391M₹793M
Total debt₹635M₹628M₹544M₹632M₹949M

Quarterly statements and history in the cockpit →

Orkla India competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%0%+10%147500300049144958002481280360603609WEST007310605338GAEL300138002956F03HNDFDS002650603777002166BECTORFOOD605339ORKLAINDIA.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Orkla India is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%20×40×147500300049144958280360603609007310GAEL300138002956F03HNDFDS002166BECTORFOODORKLAINDIA.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Orkla India is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%14754958002481280360603609605338002956F03002650603777BECTORFOODORKLAINDIA.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Orkla India is the large dot.

Orkla India competitors and peer comparison

How Orkla India compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Orkla India against its 20 peers (data as of 6 Nov 2026)
MeasureORKLAINDIA.NSPeer medianRank in peer set
1-month return+1.0%0.0%9th highest of 21
6-month return-11.8%-7.8%9th lowest of 21
Distance from 52-week high-25.2%-23.9%10th lowest of 21
Revenue growth (TTM)+5.6%+6.5%10th lowest of 21
Operating margin14.3%6.4%3rd highest of 21
Forward P/E22.8×17.3×6th most expensive of 16
Growth the price implies (Req g, 7 yrs)13.4%0.8%5th most demanding of 15
Growth delivered (Del g)+5.3%+9.7%5th lowest of 15
Hurdle (Req g minus delivered)+8.1 pp-12.3 pp6th most demanding of 15
ROIC minus cost of capital+2.4 pp-0.6 pp9th highest of 21
EV / EBITDA16.4×8.6×3rd most expensive of 9
Net debt / EBITDA-1.4×0.3×4th least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Orkla India ORKLAINDIA.NSIndia$826M-12%+6%14%22.8×13.4%+5.3%
Nissin Foods 1475.HKHong Kong$834M-14%+1%13%19.0×-13.0%+2.6%
Jinzai Food 003000.SZChina$810M-17%+14%8%17.7×n/an/a
Takasago International 4914.TJapan$809M+9%+1%3%13.3×n/an/a
T. Hasegawa 4958.TJapan$847M+12%+7%12%17.1×-4.8%+7.9%
Yan Tai Shuang Ta Food 002481.SZChina$803M-4%+5%2%n/a17.7%+1.2%
Lotte Wellfood 280360.KSSouth Korea$796M+2%+7%4%8.8×0.4%+15.2%
Wellhope Foods 603609.SSChina$870M-8%+7%0%53.8×54.2%+8.5%
Westrock Coffee WESTUnited States$878M+9%+39%0%n/an/an/a
Otoki 007310.KSSouth Korea$879M-13%+4%5%9.4×-6.5%+7.2%
Zhongyin Babi Food 605338.SSChina$753M-10%+2%17%17.3×-4.5%+13.8%
Gujarat Ambuja Exports GAEL.NSIndia$729M-8%+16%10%11.3×n/an/a
Chenguang Biotech 300138.SZChina$946M+13%-4%6%16.1×-1.0%+10.9%
Guilin Seamild Foods 002956.SZChina$947M-14%+21%11%23.3×9.0%+17.0%
Food Empire F03.SISingapore$952M-22%+14%16%12.7×-9.9%+14.9%
Hindustan Foods HNDFDS.NSIndia$704M0%+18%6%32.4×n/an/a
Jiajia Food 002650.SZChina$983M-25%-3%-11%n/a1.2%-10.0%
Shanghai Laiyifen 603777.SSChina$693M-15%+5%-6%n/a27.2%-0.9%
Guilin Layn Natural Ingredients 002166.SZChina$691M-29%+7%10%24.8×8.4%+21.1%
Mrs. Bector's Food Specialities BECTORFOOD.NSIndia$681M+3%+12%8%36.0×38.4%+18.5%
Namchow Food Group (Shanghai) 605339.SSChina$1.01B-2%-5%-1%n/an/an/a

Questions

Which companies are Orkla India's closest peers?
The cockpit's peer set: Nissin Foods (1475.HK), Jinzai Food (003000.SZ), Takasago International (4914.T), T. Hasegawa (4958.T), Yan Tai Shuang Ta Food (002481.SZ), Lotte Wellfood (280360.KS), Wellhope Foods (603609.SS), Westrock Coffee (WEST).
Is Orkla India expensive compared with its peers?
On forward p/e it trades at 22.8× against a peer median of 17.3×, 6th most expensive of 16 in its peer set. For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Orkla India stock performed?
Over six months to 6 Nov 2026 the shares returned -11.8% against -7.8% for the median peer.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.