Orient Technologies Limited has informed the Exchange about Transcript for the analyst call held on February 19, 2026.
ORIENTTECH · price
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Orient Technologies reported a weak Q3 FY26 with revenue declining 4.17% YoY to Rs. 198.23 crores, EBITDA falling sharply to Rs. 3.02 crores, and a net loss of Rs. 14.96 crores due to global semiconductor shortages, supply chain disruptions, and the loss of a large telecom (hyperscale) client. For 9M FY26, however, revenue grew 18.10% YoY to Rs. 683.60 crores with PAT of Rs. 9.24 crores and EPS of Rs. 2.02. The company secured a major Rs. 60 crores/year (3-year) managed services contract from Digital India Corporation, along with new orders in pharma, power utility, and quick commerce. The current Q4 order book stands at around Rs. 200 crores, and a new NOC/SOC facility in Navi Mumbai has been inaugurated. Management guided that semiconductor shortages will persist through FY27 but expressed confidence that margin pressure will ease in the coming year as existing fixed-price contracts expire and customers accept revised pricing.
Near-term sentiment is likely negative given the sharp Q3 loss and margin compression, but the strong 9M revenue growth, large annuity contract win, and management's guidance on margin recovery could support investor confidence. Shareholders should watch Q4 execution and whether semiconductor headwinds indeed ease as guided.