Orient Electric

Orient Electric delivered a 10% YoYCurrent 10% YoY. Reported change: N/A. revenue growth to ₹948 croreCurrent reported value: ₹948 crore. No comparable prior figure is available in the source record. in Q4 FY26, with EBITDA up 15.8%Current reported value: 15.8%. No comparable prior figure is available in the source record. to ₹77 croreCurrent reported value: ₹77 crore. No comparable prior figure is available in the source record. and PAT up 28.9%Current reported value: 28.9%. No comparable prior figure is available in the source record. to ₹40 croreCurrent reported value: ₹40 crore. No comparable prior figure is available in the source record.. Growth was driven by broad-based momentum across lighting (16% YoY) and ECD (7.6% YoY), with strong traction in premium fans (35%Current 35%. Reported change: +5pp YoY. mix), BLC fans (50%+Current 50%+. Reported change: +50%+ YoY. growth), and emerging categories like switches, wires, and appliances. The company took calibrated price hikes of ~6% in April to offset commodity inflation, but gross margins remained under pressure at 31%. Management expects demand to improve in Q1 FY27 due to a forecasted hotter summer, but remains cautious on geopolitical risks and input cost volatility. The path to double-digit EBITDA margins is contingent on commodity normalization and sustained cost discipline. Key risk: persistent commodity inflation and supply disruptions could delay margin recovery.