Orient Electric Limited — Investor Meet, 31-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Orient Electric reported Q1 FY26 revenue of INR 769 Cr (+2% YoY) and EBITDA of INR 46 Cr (+15% YoY), with margins expanding to 6%. Despite a mild summer impacting fan and cooler sales, the Lighting & Switchgear segment grew ~7%, with BLDC fan sales surging over 50%. Management highlighted strategic focus on premiumization, channel expansion (adding 1,800 new retailers), and brand building, while Project Sanchay delivered INR 9 Cr in cost savings. The company views Q1's performance as a seasonal blip and remains optimistic for H2, aiming for double-digit EBITDA margins through continued strategic execution.