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Earnings Call Transcript

Onida Electronics Earnings Call Transcript: Key Takeaways

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.

Guidance and delivery
Management target Revenue 30.0%
Highlights
Revenue growth29.5% YoY revenue growth, primarily driven by AC and LED segments.
MarginsGross margins improved 100 bps; washing machine margins under competitive pressure.
Demand visibilityPositive seasonal demand for ACs; focus on upcoming festive sales.
Management confidenceOptimistic about turnaround but defensive regarding specific margin timelines.

Growth

Revenue grew to ₹182.4 Cr, driven by LED TV and AC segments. Gross margins improved 100 bps to 17.3%.

Outlook

Management targets a 30% revenue increase to hit a break-even scale, focusing on doubling retail reach.

Risks

Net loss widened to ₹14.2 Cr from ₹12.5 Cr. Management refused to provide concrete EBITDA guidance, citing dynamic input costs.

Source

Earnings Call Transcript filed with NSE, NSE: ONIDA. Summary written with AI assistance from the document.

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Onida Electronics Ltd: key numbers

Share price
₹33.68
Market cap
₹1,245 Cr
Revenue (annual)
₹660.0 Cr
Net profit (annual)
₹-74.74 Cr
P/E (TTM)
-16.3×Sector 45.9×
Promoter holding
40.51%+0.00% QoQ
FII holding
0.03%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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