Margin Giri Nahi, Profit Chha Gaya!
Orkla India ne iss quarter mein sach mein maal kamaaya hai. Unka net profit saal dar saal 107% badh kar ₹73 crore tak pahunch gaya hai, jo pichhle saal ₹35.2 crore tha. Ye sab hua jab unki revenue 5% badh kar ₹626 crore ho gayi (pichhle saal ₹596 crore).
Mushkil market conditions aur geopolitical problems ke bawajood, unhone apni EBITDA margins ko 16% par maintain rakha hai. EBITDA bhi 2.2% badh kar ₹97 crore ho gaya. Yaani, cost control ekdum tight hai!
Spices Ki Baadshahat!
Company ka jo spices wala business hai, jo lagbhag 66% business control karta hai, woh 6.1% grow hua hai. Haan, Kerala mein thodi dikkat rahi, lekin agar Kerala ko hata dein toh domestic spices growth 11.1% tak pahunch gayi. Sales volume bhi 6.5% badha, jo dikhata hai ki log Orkla India ke masale buy kar rahe hain.
Digital Ho Jao!
Ab Orkla India apne distribution ko sahi karne aur digital commerce badhane ke liye 'Project Bolt' launch kar rahi hai. Target hai FY27 tak sab kuch upgrade karne ka. Isse unka distribution network strong hoga aur customers tak pahunchna aasan.
Market Mein Kya Chal Raha Hai?
Baaki consumer staples companies bhi supply chain aur digital engagement pe focus kar rahi hain. Everest Spices aur MDH jaise competitors bhi apne manufacturing aur distribution spread kar rahe hain. Orkla India ka yeh digital push aur efficient distribution, khaas kar Kerala jaise challenging market mein, unhe aage le ja sakta hai. Spices market tough hai, isliye operational efficiency bahut zaruri hai.
