ALFA Finder
The call ran from 3:58 PM to 4:49 PM IST (51 min).
Key takeaways
Q2 revenue ₹227.6 Cr (+38.8%) with EBITDA margin up 300bps to 9.8%, but growth is mainly price-led. Management gave no numeric guidance and is cautious on gas costs and Morbi pricing.
| Revenue growth | Q2 revenue ₹227.6 Cr, +38.8% YoY; H1 +40.6%. |
|---|---|
| Margins | Habitat margin 9.8% Q2, +300bps YoY; H1 9.3%, +430bps. |
| Demand visibility | Near-term volatility persists; cites C&S volume growth as leading indicator. |
| Management confidence | Confident and assertive; avoids numeric guidance, deflects dealer question. |
Growth
Revenue +38.8% YoY (H1 +40.6%). Volume +14.6%; price hikes of roughly 18–20% drive about 60% of growth.
Outlook
No numeric guidance. Expects good performance in H2, double-digit EBITDA margin in H2, and about ₹20 Cr FY27 capex.
Risks
Morbi price cuts surrendered 50–60% of earlier gains. Gas costs are up about 20% since July, and price-led growth is exposed to both.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Orient Bell Q2 FY27 Results: Net Profit ₹12.4 Cr, Up 287.5% YoY
Orient Bell Ltd reported revenue from operations of ₹229 Cr (+38.7% YoY) and net profit of ₹12.4 Cr (+287.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹12.4 Cr · +287.5% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Investing 10 crores to convert ceramic capacity to GBT; focusing on South/West market expansion.
Growth they described
Volume grew 22.9% and Revenue 42.8% YoY; highest ever gross margin at 39.7%.
Call details
| Company | Orient Bell Ltd |
|---|---|
| NSE symbol | ORIENTBELL |
| ISIN | INE607D01018 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 13 November 2026 |
| Time | 4:00 PM IST |
| Length | 51 min |
Orient Bell Ltd: key numbers
- Share price
- ₹411.50
- Market cap
- ₹602.9 Cr
- Revenue (annual)
- ₹691.5 Cr
- Net profit (annual)
- ₹12.43 Cr
- P/E (TTM)
- 19.9×Sector 42.6×
- Promoter holding
- 65.74%-0.18% QoQ
- FII holding
- 0.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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