Investor Presentation

November 04, 2026 BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 544595 Scrip Symbol: ORKLAINDIA Subject: Investors /Analysts’ Presentation on Unaudited Financial Results for the quarter and half year ended September 30, 2026 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”), we are enclosing herewith a copy of the presentation to be made during the conference call with Analysts / Investors as scheduled today i.e., November 04, 2026, with respect to the Unaudited Financial Results for the quarter and half year ended September 30, 2026. The same is also being made available on the website of the Company at https://www.orklaindia.com/governance/stock-exchange-intimations/earnings-call-updates/2026-27/ We request you to take this on record and treat the same as compliance with the applicable provisions of the SEBI Listing Regulations. Thanking you, For Orkla India Limited (Formerly known as Orkla India Private Limited) Kaushik Seshadri Company Secretary and Compliance Officer Encl.: as above ORKLA INDIA LIMITED (Formerly known as “Orkla India Private Limited”) Registered Office: No. 1, 2nd & 3rd Floor, 100 Feet Inner Ring Road, Ejipura, Ashwini Layout, Vivek Nagar, Bengaluru - 560 047, India CIN: L15136KA1996PLC021007 | T: +91 80 4081 2100/7 | Website: www.orklaindia.com | E-mail: contactus@orklaindia.com 04 November 2026 Investor presentation for the quarter ended 30 September 2026 Disclaimer This presentation (“Presentation”) prepared by Orkla India Limited ("Company") does not constitute or form part of and should not be construed as a prospectus, offering circular or offering memorandum or an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the Company or any of its subsidiary or affiliates in any jurisdiction or as an inducement to enter into investment activity. This document is given solely for your information and for your use and may not be retained by you nor may this document, or any portion thereof, be shared, copied, reproduced or redistributed to any other person in any manner. This document has been prepared by the Company based on information available to them and the information contained herein has not been independently verified. None of the Company or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its contents or otherwise arising in connection with the document. Furthermore, no person is authorised to give any information or make any representation, which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorised by or on behalf of the Company. This presentation contains forward-looking statements based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their opinion, reasonable. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance, or achievements of the Company or industry results, to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements. Actual results may differ materially from these forward-looking statements due to a number of factors, including future changes or developments in the Company’s business, its competitive environment, information, technology and political, economic, legal and social conditions in India. Given these risks, uncertainties and other factors, recipients of this document are cautioned not to place undue reliance on these forward-looking statements. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. The Company expects the media to access this Presentation and seek the management’s commentaries and opinions thereon. The Company does not take any responsibility for any opinions or reports which may be published or expressed by any media agency (digital or print), without the prior authorisation of the Company’s authorised personnel. Agenda 01 Orkla India introduction 02 Key business highlights 03 Financial performance 04 Additional information Orkla India introduction Orkla India: Trust, authenticity and taste for decades FY’26 Revenue-mix Multi-category Indian Deeply rooted in South Catering to every meal food company Indian culinary heritage occasion South India Rest of India Spices Spices & Convenience International Convenience foods foods #1 in Karnataka #1 in Kerala #1 in UAE Largest branded spices Packaged spices Packaged spices Indian spice brand1 exporter for 24 years 70% 65% Operating in affluent South Indian market4 Retail touchpoints2 Strategically located factories3 ~679k 8 25 INR 12,100cr INR 10,858 Present across India with In-house Outsourced Highest share of packaged Highest annual per capita focus on South India spices in India spend on packaged food Source: Company information; Kantar Middle East; market data from Technopak report as of October 2025 5 Note: 1) #1 in UAE based on household penetration, MAT October 2025 2) as of 31 March 2026 3) As of 30 September 2026 4) South Indian market represents states of Andhra Pradesh, Karnataka, Kerala, Tamil Nadu, and Telangana Key business highlights Q2’FY27 executive summary High teens revenue growth Revenue from sale of products grew by 18.4% yoy, with volume growth of 2.9% yoy Spices led category growth Spices grew 25.1% yoy, while Convenience Foods delivered 7.7% yoy growth despite the festive-calendar shift Broad based geographic growth Domestic business grew 20.0% yoy, and International business grew 11.7% yoy despite volatile geopolitical environment Unlocking growth through innovation Supported by 15 new innovations expanding buying occasions and consumer touchpoints Resilient EBITDA margin EBITDA grew by 12.6% yoy with EBITDA margin at 15.9% Project Bolt bolstering digital commerce play through brand investments and innovation FOCUSED INTERVENTIONS SCALING D-COM GROWTH Digital commerce revenue contribution in domestic market Demand generation in d-com through brand investments 10.0% Scaling content in social media Increasing consumer reach 8.9% 6.8x 3.1x 2.2x 2.9x 1.0x 1.0x Q1'FY27 Q2'FY27 Q4’FY26 Q1’FY27 Q2’FY27 Q4’FY26 Q1’FY27 Q2’FY27 Innovation that travels beyond South India 2 3 . 0 % 33.6% yoy yoy Q2’FY27 revenue growth in Q2’FY27 revenue growth in digital commerce channel digital commerce outside South India Status update on Kerala distribution re-structuring What we want to achieve Where we are today Timelines Status Sales productivity1 Effective coverage1 1.27x Build convenience foods Convenience Feb 2026 June 2026 1x 1.14x foods 1x 1.06x 1.10x Q4'FY26 Q1'FY27 Q2'FY27 Strengthen market share in Volume growth2 (QoQ) Modern June 2026 Sept 2026 Dec 2026 standalone modern trade +4% +16% trade Q1’FY27 Q2’FY27 Commenced restructuring in 2 Enhance spices coverage July 2026 Sept 2026 Mar 2027 Spices districts as planned Note: 1) Sales productivity is defined as bills invoiced, and effective coverage is defined as number of outlets served. 2) Volume growth is for spices 9 Financial performance Q2’FY27 performance: growth led by pricing and supported by volumes Volume growth 8.5% 7.7% 5.4% 2.2% 1.7% 2.9% 18.4% 11.5% Revenue from sale of products^ 6.8% 5.8% 6.2% growth yoy 4.1% Q1’FY26 Q2’FY26 Q3’FY26 Q4’FY26 Q1’FY27 Q2’FY27 EBITDA# (INRcr) 18.7% 16.9% 16.1% 16.0% 17.5 [Showing first 8,000 characters — download PDF for full document]