Orient Bell Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Orient Bell's Q4 FY26 EBITDA surged 66% YoY to INR 16.4 Cr, with PBT rising meaningfully to INR 8.4 Cr. For the full year, EBITDA grew 38% to INR 42.5 Cr. Q4 volumes were up 7%, revenues 7.5% YoY. The company is debt-free with strong cash and improved cash conversion. Management emphasized digital initiatives, premiumization, and strategic cost management. Recent gas price hikes (~20% in March-April) have been fully passed on. Morbi's production challenges are expected to benefit multi-location players like OBL. The company maintains a confident outlook for sustainable, profitable growth amidst short-term volatility.