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.
high · management_commentary
Orient Electric Ltd — Q4 FY26
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.
neutral
medium
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Working capital days increased to over 30 days
Working capital days rose from 23 to over 30 due to inventory buildup for supply chain disruptions, raising efficiency concerns.
medium · analyst_questionDouble-digit margin guidance delayed by external factors
Management acknowledged that double-digit EBITDA margin target has been delayed due to unprecedented commodity and supply shocks, with no clear timeline.
medium · analyst_question