Orient Bell Ltd (NSE:ORIENTBELL)

Q2 2026 Orient Bell Ltd Earnings Call Transcript

Nov 11, 2025 / 10:30 AM GMT

Release Date Price: ₹273.45 (-7.35%)

Transcript

Key Points

Positve

Orient Bell Ltd (BOM:530365) reported a 250 basis point improvement in gross margins, reaching 39%, due to successful cost management.
The company achieved a 22.5% increase in EBITDA, reaching 9.8 crores, and a strong turnaround in PBT to 3.3 crores from a loss last year.
The focus on operational efficiencies resulted in a 3.7% reduction in manufacturing costs.
Orient Bell Ltd (BOM:530365) has maintained a healthy working capital cycle of 26 days, showing improvement over the previous year.
The company is expanding its brand presence with TV ads in regional languages and increasing retail salience, which is positively impacting sales.

Negative

Operating margins have been subdued at around 6-8%, significantly lower than competitors like Kajaria and Somany, which operate at 15-20%.
The company faces challenges with high gas costs at certain plants, impacting overall profitability.
Despite improvements, the market remains soft, and the company has only achieved a modest 3% revenue growth.
Capacity utilization is at 68%, indicating room for improvement in operational efficiency.
The company is cautious about future price increases, opting instead to focus on volume growth, which may limit margin expansion.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ORBL.NS - Orient Bell Ltd
Q2 2026 Orient Bell Ltd Earnings Call
Nov 11, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Orient Bell Limited Q2 and H1FY26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Suyaaman from Stellar IR Advisors.

Thank you and over to you, sir.

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Unidentified_2 [2]
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