Orient Electric Limited — PPTs, 29-01-2025: Investor Presentation

**Financial Highlights:** Orient Electric reported a sales increase to ₹817 Cr in Q3 FY25, marking an 8.6% year-on-year and a 23.7% quarter-on-quarter rise. Gross profit improved to ₹259 Cr with a gross margin of 31.7%, up 184 bps YoY. EBITDA also rose to ₹61 Cr, up 25% YoY and 71.6% QoQ, reflecting an EBITDA margin of 7.5%. Profit After Tax (PAT) increased by 11.9% YoY to ₹27 Cr, resulting in a PAT margin of 3.3%.

**Strategic Initiatives and Growth Drivers:** Key initiatives include the ‘Spark Sanchay’ program, delivering ₹52 Cr in cost savings year-to-date. The company is optimizing operations for improved profitability. The digital and e-commerce focus aims to expand market share significantly.

**Business Developments:** The Direct-to-Market (DTM) strategy implemented in 11 states led to substantial revenue growth. The Hyderabad facility is prepared for increased manufacturing operations.

**Market Position and Competitive Advantage:** Orient aims to enhance its position through premium product offerings and an expanded distribution network, focusing on new category growth in both B2C and B2B segments.

**Investor Implications:** The combination of sales growth, improved profitability, and strategic expansions contributes to a positive outlook for Orient Electric, presenting potential growth opportunities for investors.