Orient Electric Limited — Investor Meet, 27-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Orient Electric reported Q2 FY'26 consolidated revenue growth of 6.4% YoY to INR 703 crores. Profit After Tax (PAT) rose 15.5% to INR 12 crores, with EBITDA at INR 38 crores, resulting in a 5.4% margin. The Lighting, Switchgear, and Wires segment saw strong 18.6% YoY growth, driven by premiumization and expanded Direct-to-Market (DTM) footprint. Fans gained 60 basis points market share year-to-date. Despite Q2 headwinds from GST reforms and monsoons, management is optimistic for H2, anticipating stronger demand from the festive season, normalized channel inventory, and upcoming BEE Star rating for fans, positioning the company to outpace industry growth.