Orient Electric Limited — PPTs, 25-07-2025: Investor Presentation

**1. Financial Highlights:**

Orient Electric reported Q1 revenue of ₹769 Cr (+1.9% YoY). Profit After Tax (PAT) surged 21.8% YoY to ₹18 Cr, with EBITDA margin at 6.0%. Lighting & Switchgear revenue grew 6.7% YoY, while Electrical Consumer Durables (ECD) revenue was flat due to seasonal headwinds. The company reports ₹72 Cr net cash.

**2. Strategic Initiatives & Growth Drivers:**

Premiumization is a core driver, seen in strong sales of value-added products and BLDC fans. New Product Development bolstered fan sales. Distribution expansion through new outlets and Direct-to-Market (DTM) initiatives, alongside 'Spark Sanchay' operational cost savings, are underpinning growth.

**3. Business Developments:**

Multiple new products were launched across categories. The company expanded its digital presence via E-commerce and Quick Commerce partnerships, and introduced a refreshed B2B website and paperless E-Warranty.

**4. Market Position & Competitive Advantage:**

Orient Electric gained market share in Consumer Lighting and Fans. The Lighting & Switchgear segment, especially Switchgear & Wires, showed high double-digit growth, emerging as a strong growth engine. Its focus on energy-efficient BLDC solutions enhances competitive edge.

**5. Investor Implications:**

Despite seasonal impacts, Orient Electric's strategic focus on premiumization, cost efficiency, and market expansion indicates positive growth potential. Improved profitability highlights effective operational execution.