| Revenue growth | 23.5% YoY; flat 0.2% QoQ. |
|---|---|
| Margins | EBITDA margin up 102 bps YoY to 7.0%. |
| Demand visibility | Healthy enquiry pipeline in B2B lighting. |
| Management confidence | High; citing market share gains in fans. |
Growth
Revenue grew 23.5% YoY to ₹950cr; PAT jumped 79.7% YoY to ₹31cr. ECD segment grew 22.7%; Lighting & Switchgear up 25.4%.
Outlook
Focus on premiumisation (60% mix in luminaires), DTM expansion, and cross-selling through fans-lighting distribution networks.
Risks
Seasonal demand fluctuations for cooling products; competitive pressures in lighting; commodity price volatility affecting gross margins.
Last quarter's promises, checked
Delivered
- Guided double-digit revenue growth → delivered 23.5% (= BEAT)
- Guided margin improvement via Sanchay program → delivered 102 bps expansion (= BEAT)
- Guided continued premiumization mix → delivered 60% luminaires mix (= BEAT)
Partly delivered
- Guided path to double-digit EBITDA margins → delivered 7.0% (= PARTIAL)
Investor Presentation filed with NSE, NSE: ORIENTELEC. Summary written with AI assistance from the document.
Orient Electric Ltd: key numbers
- Share price
- ₹162.26
- Market cap
- ₹3,462 Cr
- Revenue (annual)
- ₹3,326 Cr
- Net profit (annual)
- ₹95.84 Cr
- P/E (TTM)
- 31.5×Sector 45.9×
- Promoter holding
- 38.31%+0.00% QoQ
- FII holding
- 3.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Orient Electric Ltd
All →Orient Electric Credit Rating
Orient Electric Limited announced that CARE Ratings Limited has reaffirmed its credit ratings for bank facilities. Long-term/short-term facilities continue to be rated at CARE AA/A1+.
Orient Electric Other Announcement
Orient Electric sent a KYC updation notice to physical-shareholders per SEBI Master Circular. Shareholders must update PAN, bank, nomination and contact details via KFinTech.
Orient Electric Management Change
Orient Electric appoints Mr. Deepankar Bhattacharjee as Head – Internal Audit and Senior Management Personnel. The appointment was approved by the Board on September 10, 2026.
Orient Electric Earnings Call Transcript: Key Takeaways
Orient Electric delivered robust Q1 growth driven by a strong summer season and premiumization strategy, showing resilience against significant commodity inflation.
- Call
- Guides 15% growth
Orient Electric Q1 FY27 Results: Net Profit ₹31.5 Cr, Up 80.0% YoY
Orient Electric Ltd reported revenue from operations of ₹949.8 Cr (+23.5% YoY) and net profit of ₹31.5 Cr (+80.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹31.5 Cr · +80.0% YoY
Orient Electric Earnings Call: Key Takeaways
Orient Electric delivered 10% YoY revenue growth in Q4FY26 despite commodity inflation and demand softness, driven by premiumization and the 'One Orient' strategy.