ALFA Finder| 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
- ₹198.95
- Market cap
- ₹4,245 Cr
- Revenue (annual)
- ₹3,326 Cr
- Net profit (annual)
- ₹95.84 Cr
- P/E (TTM)
- 34.0×Sector 42.6×
- Promoter holding
- 38.31%+0.00% QoQ
- FII holding
- 3.79%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 Other Announcement
Orient Electric intimates that its RTA, KFin Technologies, is shifting its corporate office effective December 1, 2026. The Registered Office address of the RTA is unchanged.
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Orient Electric disclosed the resignation of its Chief Digital & Information Officer, Mr. Aadarsh Rohira. His last working day is 11 December 2026, ending his role as a Senior Management Personnel.
Orient Electric Earnings Call Transcript: Key Takeaways
Orient Electric delivered Q2 FY27 revenue growth of 25.2% YoY, led by strong performance in lighting and ECD. EBITDA margin expanded 106 bps to 6.5% despite commodity inflation.
- Call
- Guides 15% growth
Orient Electric Other Announcement
Orient Electric Ltd filed its quarterly shareholding pattern under Regulation 31(1)(b). This is a routine regulatory compliance disclosure for the quarter ended September 30, 2026.
Orient Electric Investor Presentation: Key Takeaways
Orient Electric reported strong Q2FY27 results with 25.2% YoY revenue growth and 124.4% PAT surge. Strategy focuses on premiumisation, market share gains in fans, and scaling emerging categories like wires.
Orient Electric Results Update
Orient Electric's Q2 FY27 revenue grew 25.2% to ₹879 crore while PAT jumped 124.4% to ₹27 crore. EBITDA margin expanded 106 bps to 6.5%.