Q2 FY27 revenue up 25%, but commodity inflation pressures margins

Management guided margin improvementManagement guided margin pressureOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

ORIENTELEC · price

Loading chart…

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

Price reactionminutes from the announcement price · days from the prior close

-3.1%Reaction day

₹188.80

prior close

₹189.80

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-2.3%-0.8% vs market

Household Appliances peers, median of 23sector-2.2%-0.9% vs sector

On the reaction day the stock moved 0.8 pts less than Nifty Microcap 250 and 0.9 pts less than its Household Appliances peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-2.4

10m

-2.1

15m

-2.8

30m

-2.9

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.1-2.3-0.8-2.2-0.9

Next day

-2.2-1.9-0.3-2.6+0.4

-1.8-0.2-1.6-0.4-1.5

-0.8-0.2-0.6+2.1-2.9

-2.5+0.5-3.0+1.7-4.3

-4.5-2.0-2.5-1.4-3.1

-2.8-0.3-2.4+0.4-3.1

15d

—————

UpDownMarket · Nifty Microcap 250Sector · Household Appliances peers, median of 23Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue rose 25.2% year on year to INR879 crore, while profit after tax nearly doubled to INR27 crore. EBITDA rose 49.7% to INR57 crore and margin improved 106 basis points to 6.5%. Gross margin was 29% as copper and aluminium inflation persisted. Price increases recovered about 80% to 100% of inflation across categories, but some costs remain unabsorbed. Management expects closer to double-digit EBITDA margins in 4-6 quarters.

Likely market impact

Positive earnings growth may support shares, but commodity inflation pressures gross margins. Price hikes and cost savings offer some relief.