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Orient Electric Limited Q1 FY26 earnings call summary

NSE: ORIENTELEC · BSE: 541301

Earnings call of 25 Jul 2025, summarised by AI from the filing.

Orient Electric Q1 FY26 revenue ₹769 cr, up 2% year-on-year, EBITDA margin 6%, up 68 bps; aims for double-digit EBITDA margins in 7-8 quarters.

Key takeaways

  1. Revenue ₹769 cr, a 2% year-on-year growth, below expectations due to weather-related impact.
  2. Coolers degrowth Over 40% degrowth in coolers impacted ECD segment; seen as one-time industry impact.
  3. BLDC fans Sales grew over 50% year-on-year, driving premiumization and margin expansion.
  4. Competitive pressure Pricing pressures marginalized benefits of April price increase in fans.

Original filing on BSE

Orient Electric Limited Q1 FY27 results

As filed: Revenue ₹950 cr (+24% year on year), EBITDA ₹66.6 cr (+45% year on year), PAT ₹31.5 cr (+75% year on year), EBITDA margin 7.0% (+103 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹948 cr (+10% year on year), EBITDA ₹77.4 cr (+15% year on year), PAT ₹40.3 cr (+30% year on year), EBITDA margin 8.2% (+39 bps). Score 51 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin rose 39 bps year on year. Share price after the results: −7.1% in 28 days (Nifty 500: −3.2%).
  • Q3 FY26: Revenue ₹906 cr (+11% year on year), EBITDA ₹67.7 cr (+11% year on year), PAT ₹26.0 cr (+18% year on year), EBITDA margin 7.5% (0 bps). Score 58 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit before exceptional items growth were in line with it. EBITDA margin was flat year on year. Profit before exceptional items rose ₹6.6 cr on a year ago, more than the ₹4.0 cr it added the year before. Share price after the results: +13.3% in 29 days (Nifty 500: +2.5%).
  • Q2 FY26: Revenue ₹703 cr (+7% year on year), EBITDA ₹37.0 cr (+3% year on year), PAT ₹12.0 cr (+20% year on year), EBITDA margin 5.3% (−19 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was in line with it. EBITDA margin fell 19 bps year on year. Revenue fell 9% from last quarter. Share price after the results: +1.9% in 28 days (Nifty 500: +1.0%).
  • Q1 FY26: Revenue ₹769 cr (+2% year on year), EBITDA ₹46.0 cr (+12% year on year), PAT ₹18.0 cr (+29% year on year), EBITDA margin 6.0% (+55 bps). Score 41 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA growth was in line with it; profit growth was above it. EBITDA margin rose 55 bps year on year. Revenue fell 11% from last quarter. Share price after the results: −1.1% in 28 days (Nifty 500: −1.3%).
  • Q4 FY25: Revenue ₹862 cr (+9% year on year), EBITDA ₹67.0 cr (+123% year on year), PAT ₹31.0 cr (+138% year on year), EBITDA margin 7.8% (+397 bps). Score 78 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 397 bps year on year. Share price after the results: −4.5% in 28 days (Nifty 500: +2.7%).
  • Q3 FY25: Revenue ₹817 cr (+9% year on year), EBITDA ₹61.0 cr (+24% year on year), PAT ₹27.0 cr (+13% year on year), EBITDA margin 7.5% (+95 bps). Score 59 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was above it; profit growth was well above it. EBITDA margin rose 95 bps year on year.
  • Q2 FY25: Revenue ₹660 cr (+16% year on year), EBITDA ₹36.0 cr (+80% year on year), PAT ₹10.0 cr (−44% year on year), EBITDA margin 5.5% (+193 bps). Score 52 of 100, In line with trend. EBITDA margin rose 193 bps year on year. Other income 29% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 13% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Orient Electric Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.