| Revenue growth | 42.8% YoY growth to 203 crores, driven by volume and price. |
|---|---|
| Margins | EBITDA margin expanded by 480 bps to 8.7% YoY. |
| Demand visibility | Positive long-term outlook; housing, infrastructure, and renovation demand remain strong. |
| Management confidence | Balanced confidence; highlighting tech-driven ecosystem and robust financial position. |
Growth
Volume grew 22.9% and Revenue 42.8% YoY; highest ever gross margin at 39.7%.
Outlook
Investing 10 crores to convert ceramic capacity to GBT; focusing on South/West market expansion.
Risks
Volatile gas prices and geopolitical tensions in Middle East impacting exports and costs.
Last quarter's promises, checked
Delivered
- Maintain debt-free status → delivered debt-free with 47.7cr cash (= BEAT)
- Focus on premiumization/GVT mix → delivered highest ever gross margin 39.7% (= BEAT)
- Maintain marketing spend ~3.6% → delivered ongoing TV advertising/brand investment (= BEAT)
Partly delivered
- Incremental revenue flow-through ~60% → delivered EBITDA expansion 480 bps (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: ORIENTBELL. Summary written with AI assistance from the document.
Orient Bell Ltd: key numbers
- Share price
- ₹413.55
- Market cap
- ₹605.9 Cr
- Revenue (annual)
- ₹691.5 Cr
- Net profit (annual)
- ₹12.43 Cr
- P/E (TTM)
- 28.7×Sector 45.6×
- Promoter holding
- 65.92%+0.00% QoQ
- FII holding
- 0.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Orient Bell Ltd
All →Orient Bell Partnership
Orient Bell Limited invested Rs. 1.07 Crore in a strategic tie-up with Jamnagar Renewables Two Private Limited. This provides 1.00 MW hybrid power for its Dora plant.
- Value
- ₹1.07 Cr
- Execution
- medium term
Orient Bell Promoter Buying
Promoter Mahendra K. Daga acquired 42,187 shares of Orient Bell Ltd through an open market purchase. This transaction increases his stake from 21.00% to 21.28%.
Orient Bell Promoter Selling
Freesia Investment and Trading Co. Limited, a promoter group entity of Orient Bell Limited, sold 42,187 shares via open market. This transaction reduced their stake from 4.57% to 4.28%.
Orient Bell Management Change
Orient Bell Ltd announced the re-appointment of three directors and the appointment of a new Independent Director as approved at its 49th Annual General Meeting.
Orient Bell Annual General Meeting
Orient Bell Limited held its 49th Annual General Meeting on August 11, 2026, through video conferencing. The meeting covered adoption of accounts, director re-appointments, and dividend declaration.
Orient Bell Investor Presentation: Key Takeaways
Orient Bell (OBL) delivered strong Q1FY27 performance with revenue up 42.6% YoY to ₹203.8 Cr. EBITDA margins expanded to 8.7% driven by product mix shifts and cost optimization.