Orient Electric Limited — PPTs, 22-01-2026: Investor Presentation

Orient Electric reported strong Q3 FY26 financial results with revenue up 11% YoY to ₹906.5 Cr. The Electrical Consumer Durables (ECD) segment, covering fans and appliances, grew 12.6% to ₹647 Cr, while Lighting & Switchgear revenue rose 7.1% to ₹260 Cr, notably with Wires revenue doubling.

Profit Before Tax (PBT), before exceptional items, increased 19% YoY to ₹43.6 Cr. EBITDA climbed 10.6% to ₹67.7 Cr, maintaining a 7.5% margin. Q3 Profit After Tax (PAT) dipped 4.4% to ₹26 Cr (EPS ₹1.22), due partly to a one-time exceptional item. For 9M FY26, revenue was up 6.6% to ₹2,378.1 Cr, with PAT growing 6.9% to ₹55.6 Cr (EPS ₹2.60).

Key growth drivers include premiumization, with BLDC fans growing over 30% YoY and new products contributing 14% to fan sales. Operational efficiency initiatives like 'Spark Sanchay' saved ₹43 Cr year-to-date. The company is expanding market reach with over 4,500 new outlets and boosting digital sales, seeing Q-Commerce grow 4X. Recent launches include new water heaters and lighting products, supported by high-impact marketing featuring MS Dhoni. Net cash stands at ₹45 Cr.