ORIENTELECBSEOrient Electric LtdMediumNeutral
Announced Fri, 8 May · 14:20 IST

Please refer the enclosed document.

Pat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF

ORIENTELEC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.9%1-day move
₹194.50
prior close
₹193.30
base price
In-mkt
timing
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-1.3-1.7-4.0-3.7-3.9-3.1-2.0-1.8-1.8-3.4-5.8-10.8-13.2
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AI summary

Orient Electric reported Q4 FY26 revenue of ₹948 crore, up 10% YoY, with full-year FY26 revenue of ₹3,326 crore, growing 7.5% YoY. PAT grew strongly at 28.9% YoY to ₹40 crore in Q4 and 15.2% YoY to ₹95.8 crore for FY26. EBITDA margin expanded by 30 bps to 6.9% for FY26 despite gross margin compression of 98 bps due to elevated commodity prices. The company took ~4% cumulative pricing actions and achieved ₹68 crore cost savings under its 'Sanchay' efficiency program. Lighting & Switchgear segment led growth at 16% YoY, while Electrical Consumer Durables grew 7.6% YoY with market share gains. Net cash position improved to ₹67 crore with near-zero debt (Debt-Equity: 0.03x). Exceptional items of ₹8.6 crore (New Labour Codes) and ₹1.5 crore (loss on asset sale) were recorded.

Likely market impact

Strong PAT growth and margin expansion signal improving operational efficiency, supporting a positive outlook for shareholders. The company's net cash position and low leverage provide financial flexibility for continued growth investments.