ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Onida Electronics earnings call we streamed: the live audio and our summary of what management said.
Q2 brand revenue rose 65% to ₹150.4 Cr at a 17.7% brand margin; total revenue ₹198.6 Cr (+22%). Management is upbeat on festive demand but cautious on input costs and the unresolved West Asia situation, and is winding…
Q2 brand revenue rose 65% to ₹150.4 Cr at a 17.7% brand margin; total revenue ₹198.6 Cr (+22%). Management is upbeat on festive demand but cautious on input costs and the unresolved West Asia situation, and is winding down OEM business.
No numeric FY27 guidance. Management is 'hopeful' on profitability and loosely references 'double digit' growth. OEM wind-down in 8-12 months.
Onida is attempting a '2.0' turnaround with a new leadership team, shifting from a push to a pull brand strategy. While revenue grew 29.5% YoY, the company remains loss-making with an expanded net loss.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.