What was Orient Electric's revenue in Q4 FY26?

Orient Electric reported revenue of ₹948 Cr in Q4 FY26, a +10% change year-over-year.

Did Orient Electric management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Orient Electric Q4 FY26 Research Workspace: Revenue ₹948 Cr (+10%)

Revenue ₹948 Cr +10%

EBITDA ₹77 Cr +15.8%

PAT ₹40 Cr +28.9%

EBITDA Margin 8.2% +40bps

Duration 47 min

Read Time 1 min read

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2-Minute Summary

✦ AI-Generated from Full Transcript

Orient Electric delivered a 10% YoY revenue growth to ₹948 crore in Q4 FY26, with EBITDA up 15.8% to ₹77 crore and PAT up 28.9% to ₹40 crore. Growth was driven by broad-based momentum across lighting (16% YoY) and ECD (7.6% YoY), with strong traction in premium fans (35% mix), BLC fans (50%+ 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.

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Research workspace

Focused Modules

!Risks 3 risks

Risk Intelligence

Persistent commodity inflation and supply disruptions

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Quarter Snapshot

Premium fan mix 35%

+5pp YoY

Premium fans now 35% of domestic fan revenue, up from 30% in Q3 FY26.

BLC fan revenue growth 50%+

+50%+ YoY

BLC portfolio grew over 50% YoY, now 25% of domestic ceiling fan revenue.

Market share gain in fans 30-40 bps

+30-40bps YoY

Gained 30-40 bps market share in fans per third-party reports.

Quick commerce contribution 10%

N/A

Quick commerce now 10% of digital channel, with presence on all major platforms.

Fast read

Guidance and risk preview

Top guidance Price hikes of ~6% in April across fans, lighting, and switches

Management took ~6% price increase in April to offset commodity inflation, with further actions under evaluation.

Top risk Persistent commodity inflation and supply disruptions

Commodity inflation and West Asia supply disruptions continue to pressure gross margins, with price hikes not fully offsetting cost increases.