Investor Presentation on Financial Results for the quarter ended June 30, 2026

August 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 ended June 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., August 04, 2026, with respect to the Unaudited Financial Results for the quarter ended June 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, Viveknagar, Bengaluru - 560 047, India CIN: L15136KA1996PLC021007 | T: +91 80 4081 2100/7 | Website: www.orklaindia.com | E-mail: contactus@orklaindia.com 04 August 2026 Investor presentation for the quarter ended 30 June 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 authorized 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 authorized 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 authorization of the Company’s authorized personnel. Agenda 01 Orkla India introduction 02 Macro-environment 03 Key business highlights 04 Financial performance 05 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 22 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 June 2026 4) South Indian market represents states of Andhra Pradesh, Karnataka, Kerala, Tamil Nadu, and Telangana Macro-environment Macro-environment Real GDP growth CPI1 and CFPI1 (yoy %) Macro tailwind (yoy %) Tailwind in FMCG demand 5.3% CPI CFPI 8.3% 8.0% 3.9% 3.3% 4.4% 7.8% 3.4% 7.4% 2.1% Key monitorables 2.7% 1.3% 7.0% 6.8% 1.4% Input cost escalation and supply chain disruption -1.1% due to West Asia conflict -2.7% -2.3% Impact of monsoon on agri-produce and rural demand Dec’24 Mar’25 Jun’25 Sept’25 Dec’25 Mar’26 Mar’25 Jun’25 Sep’25 Dec’25 Mar’26 Jun’26 Source: Ministry of Statistics and Program Implementation (MOSPI); subscribed database 7 Note: 1) CPI is Consumer Price Index, and CFPI is Consumer Food Price Index Key commodities’ price trend based on consumption (12.0%) 32.8% 1.16 Spices 1.00 0.98 0.98 0.93 0.88 0.86 0.88 0.99 Q1’25 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q3’26 Q4’26 Q1’27 1.22 1.16 1.14 1.12 1.15 1.12 1.04 1.06 Wheat 1.00 Q1’25 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q3’26 Q4’26 Q1’27 1.00 0.98 0.96 0.97 0.99 1.00 1.03 1.04 1.04 Skimmed milk powder Q1’25 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q3’26 Q4’26 Q1’27 Source: Company information based on Orkla India’s average consumption rate for the quarter; The quarterly data represented is on Indian fiscal year basis, year ending 31 March 8 Key business highlights Q1’FY27 performance: back to double digit revenue growth 11.5% Revenue from sale 6.8% of products^ 6.2% 5.8% growth yoy 4.1% Q1’FY26 Q2’FY26 Q3’FY26 Q4’FY26 Q1’FY27 112 110 115 102 100 EBITDA# (INR cr) EBITDA margin 18.7% 16.9% 16.1% 16.0% 17.5% Q1’FY26 Q2’FY26 Q3’FY26 Q4’FY26 Q1’FY27 Note: Data represented is on Indian fiscal year ending 31 March ^ Excludes other operating revenue such as PLI (Production Linked Incentive), export incentives, scrap sales, and others #: EBITDA is calculated as profit for the period plus finance costs, loss on foreign exchange fluctuations (included under other expenses), fair value loss on financial instruments (included under other expenses), exceptional items (net), depreciation & amortisation expense and total tax expense minus other income Consolidated Q1’FY27: broad based growth ❑ Revenue growth of 11.5% yoy, with volume growth of 1.7% ❑ Domestic business delivered robust growth of 11.8% yoy, while international business remained resilient, recording 10.1% [Showing first 8,000 characters — download PDF for full document]