Orient Electric Ltd (NSE:ORIENTELEC)

Q4 2026 Orient Electric Ltd Earnings Call Transcript

May 08, 2026 / 10:30AM GMT

Release Date Price: ₹188.34 (-1.95%)

Transcript

Key Points

Positve

Orient Electric Ltd (BOM:541301) achieved a double-digit revenue growth of 10% year-on-year in Q4 FY26, reaching INR948 crore.
The company's EBITDA margin improved to 8.2%, with absolute EBITDA increasing by 15.8% year-on-year to INR77 crore.
The lighting and switchgear segment delivered a 16% year-on-year revenue growth, driven by distribution expansion and portfolio premiumization.
The BLDC fan portfolio grew over 50% year-on-year, now contributing 25% of domestic ceiling fans revenue.
The company's e-commerce business delivered high double-digit growth, with Quick Commerce contributing 10% of the digital channel.

Negative

Persistent commodity inflation and ongoing labor shortages have impacted the operating environment.
Gross margin for the quarter stood at 31%, affected by commodity inflation.
Working capital days increased to over 30 days from 23 days last year due to inventory buildup and increased payables.
Despite price hikes, the company has not fully offset the cost inflation, impacting margins.
The geopolitical tensions in West Asia pose potential risks to the company's operations and supply chain.

Operator

Ladies and gentlemen, good day, welcome to the Orient Electric Limited Q4 FY26 earnings conference call hosted by Ambit Capital. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Dhruv Jain from Ambit Capital. Thank you, over to you, sir.

Dhruv Jain

Ambit Capital Pvt Ltd - Analyst

Hello, everyone. Welcome to Orient Electric's Q4 FY26 earnings call. From the management today, we have with us Mr. Ravindra Singh Negi, Managing Director and Chief Executive Officer, Mr. Arvind Bhat, Chief Financial Officer, and Mr. Sambhav Jain, Head of Investor Relations.

Thank you, and over to you, sir, for your opening remarks.

Ravindra Negi

Orient Electric Ltd - Chief Executive Officer, Managing Director, Executive Director

Thank you, Dhruv, and a very good evening to everyone, and a warm welcome to Orient Electric's Q4 and full year FY26 earnings conference call. Thank you for joining us today. I will begin by outlining the operating context for the

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