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Revenue
₹200.1 Cr
verified against source
Revenue YoY
-4.17%
reported change
EBITDA
₹3.02 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Orient Technologies reported a weak Q3 FY26 with revenue of ₹200.10 Cr (down 4.17% YoY) and a net loss of ₹14.96 Cr, driven by semiconductor shortages, supply chain disruptions, and the loss of a large telecom client. EBITDA margin compressed sharply to 1.51% as the company honored fixed-price contracts despite rising component costs. Positively, the company secured a ₹15 Cr/quarter three-year managed services contract from Digital India Corporation and other deals totaling ~₹14 Cr. Management expects supply-side challenges to persist through FY27, but margins should normalize as old contracts expire and customers accept higher prices. The order book stands at ₹200 Cr for Q4. Key risk: continued semiconductor shortages and pricing pressure could delay margin recovery.
Colored figures show movement against the previous available record.
Guidance to track
- Semiconductor shortages and price increases will continue throughout FY27, impacting hardware availability and margins.
- As old fixed-price contracts expire and customers accept new pricing, margins should recover in the coming fiscal year.
- The new service delivery center in Turbhe is operational; full utilization expected as enterprise contracts ramp up.
Risks flagged
- Supply chain disruptions and component price increases are expected to persist through FY27, pressuring margins.
- The client moved entirely to a hyperscaler, resulting in a one-time revenue and margin hit; recovery unlikely.
- Fixed-price contracts force Orient to absorb cost increases, compressing margins until contracts expire.
Key quotes
- With a heavy heart I'm saying this this will continue throughout the year.
- I see this as a big big opportunity and that is where we are all getting ourselves skilled for and this is where we are trying to take this opportunity with both hands.
- From a GTM perspective we are working on the various front new hyperscalers or the people who are trying to build hyperscalers in India is one of the focus.
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