Orient Technologies Limited has informed the Exchange about Transcript
ORIENTTECH · price
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Orient Technologies reported strong Q1 FY26 revenue growth of 43.65% YoY to Rs.214.48 crore, but profit growth lagged at just 8% YoY (PAT of Rs.10.03 crore) due to heavy investment in building a new Security Operations Center (SOC). EBITDA grew 26.91% to Rs.17.33 crore. The company won new orders worth Rs.104.66 crore in the quarter, taking the total FY26 order book to Rs.414 crore, including a Rs.16 crore Device-as-a-Service (DaaS) contract and a Rs.34.5 crore AI server infrastructure deal. Management confirmed margins will remain under pressure through Q2 FY26, but expects improvement starting Q3 FY26 once the SOC becomes operational by September 30, 2025. The company is pivoting toward ARR-based, service-oriented revenue with cyber security and DaaS as future growth drivers, targeting a 50:50 revenue split between infrastructure solutions and IT services.
Mixed signals for investors — strong top-line growth and robust order pipeline are positive, but margin compression from SOC investments is weighing on near-term profitability. The Q3 margin recovery guidance and the Rs.414 crore order book provide visibility, though execution on the cyber security build-out remains the key swing factor for the stock.