Orient Electric Ltd. · NSE:ORIENTELEC
Orient Electric — Q2 & H1 FY26 Earnings Presentation
22 slides from Orient Electric's earnings presentation, Oct 17, 2025
Slide 1: Stock exchange filing cover letter: Investors' Release
October 17, 2025 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot no. C/1, G Block, Phiroze JeeJeebhoy Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Mumbai - 400 051 Fort, Mumbai – 400 001 Trading Symbol: ORIENTELEC Scrip Code: 541301 Dear Sir / Madam, Sub.: Invest
Slide 2: Earnings Presentation Q2 & H1 FY26
EARNINGS PRESENTATION Q2 & H1 FY26 October 17th, 2025
Slide 3: Strategy in Action | Key Updates
Strategy in Action | Key Updates Portfolio Expansion Premiumisation & Technology-Led Products Lighting, Switchgear and Wires: Leading the Growth Curve Accelerating Momentum Across Categories • Lighting B2C • Premiumisation Momentum • Growth driven by festive demand and selective price hikes • Value-
Slide 4: Strategy in Action | Key Updates
Strategy in Action | Key Updates Customer Centricity Youthful and Operational and Market Reach Digital First Efficiency DTM for Fans: Strengthening Growth One Brand Voice: Premium and Young ‘Spark Sanchay’ programme Engine • Invest in building Lighting Category: • Comprehensive cost assessments • DT
Slide 5: Financial Results | Q2 FY26 Highlights
Financial Results | Q2 FY26 Highlights Lighting, Switchgear and Wires, leading the growth curve with resilience Resilient revenue growth, despite seasonal softness, led by 18.6% YoY growth in Non - ECD categories PAT rose to ₹12 Cr, marking a 15.5% YoY increase Gross Margins stood at 31.5%, undersco
Slide 6: Financial Results | Snapshot Q2 FY26
Financial Results | Snapshot Q2 FY26 Q2 FY26 SALES ECD LIGHTING & SWITCHGEAR ₹703 Cr ₹441 Cr ₹262 Cr +6.4% YoY 0.3% YoY +18.6% YoY -8.6% QoQ -19.1% QoQ +16.8% QoQ GROSS PROFIT MARGIN EBITDA MARGIN PAT MARGIN ₹222 Cr 31.5% ₹38 Cr 5.4% ₹12 Cr 1.7% YoY +3.6% -85 bps YoY +6.4% +0 bps YoY +15.5% +13 bps
Slide 7: Financial Results | Snapshot H1 FY26
Financial Results | Snapshot H1 FY26 H1 FY26 SALES ECD LIGHTING & SWITCHGEAR ₹1,472 Cr ₹986 Cr ₹486 Cr +4.0% YoY 0.2% YoY +12.8% YoY GROSS PROFIT MARGIN EBITDA MARGIN PAT MARGIN ₹472 Cr 32.1% ₹84 Cr 5.7% ₹30 Cr 2.0% YoY +1.8% -71 bps YoY +11.0% +36 bps YoY +19.4% +26 bps 6
Slide 8: Lighting & Switchgear
Lighting & Switchgear 7
Slide 9: Q2 FY26 Segment Highlights | Lighting & Switchgear
Q2 FY26 Segment Highlights | Lighting & Switchgear Leading the Growth Curve • Lighting, Switchgear & Wires led the growth curve, with a 18.6% YoY surge in revenues Revenue EBIT and EBIT Margin • NPDs and distribution expansion led to double-digit volume growth in Consumer +18.6% YoY +16.8% QoQ 13.6%
Slide 10: Electrical Consumer Durables
Electrical Consumer Durables
Slide 11: Q2 FY26 Segment Highlights | ECD
Q2 FY26 Segment Highlights | ECD Resilient Performance, despite Seasonal Softness • ECD demonstrated resilient performance, despite seasonal softness Revenue EBIT and EBIT Margin • Fans market share continued to 0.3% YoY -19.1% QoQ 8.8% 6.8% 8.2% improve, underpinned by expanded DTM reach, strong mo
Slide 12: New Product Development
New Product = \ Development & 2» Ae. F
Slide 13: New Product Launches
New Product Launches ECD Ceiling Fans TPWE Appliances Premium Decorative Personal Fans Elfie Vento Instaflo 3L Instant WH Luna Orbis Artis/Artis UL Exhaust Series BLDC Instaflo Neo 3L Instant WH Smart Air Ventro Hill Air Oil Shield Proton Ceiling Exhaust Ecotech Neu G 12
Slide 14: New Product Launches
New Product Launches Lighting Blaze Nova Spot Prism Spot 1W Rainbow Surface Panel COB Deep DL Aura COB DL light 7W 6W/12W 3W/6W/9W/15W/18W 3W Eyeluv Panel Razor Plus FL Deco Wall light Rope light Grace Delite Plus 10W/15W/20W 200W 5W/10W 144 LEDs/meter 70W 13
Slide 15: Marketing Initiatives
TECH D<DESIGN Marketing Initiatives
Slide 16: Q2 FY26 Key Marketing Initiatives
Q2 FY26 Key Marketing Initiatives Lighting Season Campaign E-commerce and Q-commerce Strengthened BTL Presence during Presence Festive • Engaging Podcast format carried forward with MS Dhoni, Kusha Kapila and Madan Gowri • Accelerated growth in Non-Fans Categories • Premium display and dealer meets
Slide 17: Financial Summary
Financial Summary 16
Slide 18: Profit & Loss Statement
Profit & Loss Statement Particulars (in ₹ Crore) Q2 FY26 Q2 FY25 YoY% Q1 FY26 QoQ% H1 FY26 H1 FY25 YoY% Revenue from Operations 702.6 660.2 6.4% 769.1 -8.6% 1,471.7 1,415.0 4.0% COGS 481.1 446.4 7.8% 518.5 -7.2% 999.6 951.1 5.1% Gross Profit 221.5 213.8 3.6% 250.6 -11.6% 472.1 464.0 1.8% Gross Margi
Slide 19: Balance Sheet
Balance Sheet Particulars (in ₹ Crore) As at Sep 30, 2025 As at Mar 31, 2025 Particulars (in ₹ Crore) As at Sep 30, 2025 As at Mar 31, 2025 Assets Equities & Liabilities Non-Current Assets Equity and Share Capital 21 21 Property, Plant and Equipment 354 366 Other Equity 688 673 Capital Work in Progr
Slide 20: Key Ratios
Key Ratios Financial Ratios H1 FY25 H1 FY26 ROCE (pre-tax) 15.4% 18.6% Current Ratio 1.3 1.4 Net Working Capital Days 19 32 Debt-Equity ratio 0.03 0.08 19
Slide 21: Shareholder Information
Shareholder Information Stock Data Shareholding Pattern Sep 30, 2025 Bloomberg Ticker ORIENTEL IN BSE Ticker 541301 FIIs, 6.4% Other DIIs, NSE Ticker ORIENTELEC 1.8% Market Capitalization (₹ Crore) – 4,183 Sep 30, 2025 No. of Shares Outstanding Promoters, 21.34 (In Crores) Mutual Funds, 38.3% 27.9%
Slide 22: Thank You
Thank You DISCLAIMER: Cautionary statement regarding forward-looking statements This presentation may contain certain forward-looking statements relating to Orient Electric Limited. (“OEL”, or “Company”) and its future business, development and economic performance. These statements include descript