Orient Electric Limited — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Orient Electric's Q4FY26 revenue rose 10% to INR 948 Cr, with PAT up 28.9% to INR 40 Cr. Full-year revenue hit INR 3,326 Cr, EBITDA INR 229 Cr. Gross margin was 31%, impacted by high commodity costs. The company gained 30-40 bps market share in fans, with BLDC fans growing 50%+. Price hikes (~4% in Q4, ~6% in April) partly offset inflation. The 'Sanchay' cost savings program delivered INR 68 Cr. Management remains confident in its 3-wall strategy, focusing on premiumization, innovation (like the new Aero O2 fan), and distribution for future growth and double-digit margins, anticipating a strong summer tailwind for Q1FY27.