ALFA Finder| Management target | Revenue 15.0% |
|---|
| Revenue growth | 23.5% YoY growth, driven by Lighting and Fans segments. |
|---|---|
| Margins | EBITDA margin improved 102bps YoY to 7% despite commodity pressures. |
| Order book | Healthy project inquiry pipeline in professional lighting and facade projects. |
| Demand visibility | Strong seasonal demand revived in April/May; positive festive outlook ahead. |
| Management confidence | High, focused on premiumization and structural efficiency via project Sanchay. |
Growth
Revenue grew 23.5% YoY, led by a 25.4% jump in Lighting and strong high-double-digit growth in fans.
Outlook
Targeting 14-15% Revenue CAGR to reach a 5,000 Cr milestone, aiming for double-digit margins.
Risks
Persistent commodity volatility (copper/aluminum) and rising labor costs remain primary threats to margin recovery targets.
Last quarter's promises, checked
Delivered
- Guided double-digit revenue growth → delivered 23.5% (= BEAT)
- Guided upward EBITDA margin trend → delivered 102bps YoY improvement (= BEAT)
- Guided 35% premium fan mix → delivered 35% (= BEAT)
Partly delivered
- Guided cost savings via Sanchay → delivered 68 Cr in FY26 (= PARTIAL)
Missed
- Guided double-digit EBITDA margin → delivered 7% (= MISS)
- Guided 32%-34% gross margins → delivered 31% (= MISS)
Earnings Call Transcript filed with BSE, 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.
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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
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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%.