Spice inflation benefit timing
Full effects of expected chili inflation will emerge in Q4 FY26 with major benefits in Q1 FY27; deflation base effect anniversaries out by Q1-Q2 FY27.
ORKLAINDIA / guidance tracker
Keep management guidance in view.
Orkla India · forward-looking guidance across the available source record.
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Guidance tracker
What management said would happen.
revenue
Idli batter business metro expansion
Fresh idli batter business has reached margin maturity and business model stability, enabling expansion to other metro towns beyond current footprint.
US inventory normalization by Q1
Stock levels in North American markets, elevated due to Red Sea crisis and distribution network change, will normalize to baseline by Q1 of this year.