| Revenue growth | 23.5% YoY; flat 0.2% QoQ. |
|---|---|
| Margins | EBITDA margin up 102 bps YoY to 7.0%. |
| Demand visibility | Healthy enquiry pipeline in B2B lighting. |
| Management confidence | High; citing market share gains in fans. |
Growth
Revenue grew 23.5% YoY to ₹950cr; PAT jumped 79.7% YoY to ₹31cr. ECD segment grew 22.7%; Lighting & Switchgear up 25.4%.
Outlook
Focus on premiumisation (60% mix in luminaires), DTM expansion, and cross-selling through fans-lighting distribution networks.
Risks
Seasonal demand fluctuations for cooling products; competitive pressures in lighting; commodity price volatility affecting gross margins.
Last quarter's promises, checked
Delivered
- Guided double-digit revenue growth → delivered 23.5% (= BEAT)
- Guided margin improvement via Sanchay program → delivered 102 bps expansion (= BEAT)
- Guided continued premiumization mix → delivered 60% luminaires mix (= BEAT)
Partly delivered
- Guided path to double-digit EBITDA margins → delivered 7.0% (= PARTIAL)
Investor Presentation filed with NSE, NSE: ORIENTELEC. Summary written with AI assistance from the document.
Orient Electric Ltd: key numbers
- Share price
- ₹161.80
- Market cap
- ₹3,452 Cr
- Revenue (annual)
- ₹3,326 Cr
- Net profit (annual)
- ₹95.84 Cr
- P/E (TTM)
- 31.4×Sector 45.6×
- Promoter holding
- 38.31%+0.00% QoQ
- FII holding
- 3.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Orient Electric Ltd
All →Orient Electric Credit Rating
Orient Electric Limited announced that CARE Ratings Limited has reaffirmed its credit ratings for bank facilities. Long-term/short-term facilities continue to be rated at CARE AA/A1+.
Orient Electric Other Announcement
Orient Electric sent a KYC updation notice to physical-shareholders per SEBI Master Circular. Shareholders must update PAN, bank, nomination and contact details via KFinTech.
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Orient Electric Limited notified physical shareholders to update their PAN and KYC details. Dividends will be withheld until these updates are completed.
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Orient Electric Capital Structure Change
ICICI Prudential Mutual Fund sold 45,34,624 shares of Orient Electric Ltd, reducing its stake from 6.31% to 4.18%.