Slide 1: Exchange filing cover letter for investors' release
January 22, 2026 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 Q3 & 9M FY26
EARNINGS PRESENTATION Q3 & 9M FY26 January 22nd, 2026
Slide 3: Strategy in Action | Key Updates
Strategy in Action | Key Updates Portfolio Expansion and Diversification Premiumisation & Technology-Led Innovation Strengthening Growth Engines Expanding Consumer Value Across Categories • Switchgear & Wires • Premiumisation Momentum • Wires >2X, strong double-digit growth in Switches, backed by st
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: Redefining GTM in Fans One Brand Voice: Premium and Young ‘Spark Sanchay’ programme • DTM model continues to gain traction with • Disciplined cost actions covering co
Slide 5: Financial Results | Q3 FY26 Highlights
Financial Results | Q3 FY26 Highlights One Orient: Accelerating our Multi-Engine Growth Portfolio 11.0% revenue growth despite headwinds, powered by PBT* at ₹44 Cr, up 19.0% YoY secular growth across our categories Gross Margins reflects the temporary impact of elevated Working Capital Cycle at 31 d
Slide 6: Financial Results | Snapshot Q3 FY26
Financial Results | Snapshot Q3 FY26 Q3 FY26 SALES ECD LIGHTING & SWITCHGEAR ₹906 Cr ₹647 Cr ₹260 Cr +11.0% YoY +12.6% YoY +7.1% YoY +29.0% QoQ +46.7% QoQ -0.8% QoQ GROSS PROFIT MARGIN EBITDA MARGIN PBT * MARGIN ₹270 Cr 29.8% ₹68 Cr 7.5% ₹44 Cr 4.8% YoY +4.3% -190 bps YoY +10.6% -2 bps YoY +19.0% +3
Slide 7: Financial Results | Snapshot 9M FY26
Financial Results | Snapshot 9M FY26 9M FY26 SALES ECD LIGHTING & SWITCHGEAR ₹2,378 Cr ₹1,633 Cr ₹746 Cr +6.6% YoY +4.7% YoY +10.8% YoY GROSS PROFIT MARGIN EBITDA MARGIN PBT * MARGIN ₹742 Cr 31.2% ₹152 Cr 6.4% ₹84 Cr 3.5% YoY +2.7% -118 bps YoY +10.8% +25 bps YoY +19.2% 37 bps 6 *Before one-time exc
Slide 8: Electrical Consumer Durables
Electrical Consumer Durables
Slide 9: Q3 FY26 Segment Highlights | ECD
Q3 FY26 Segment Highlights | ECD Consistent Fan growth while strengthening heating category, helped counter seasonal headwinds • Fans recorded a single digit growth, in spite of Revenue EBIT and EBIT Margin the seasonal softness across key markets +12.6% 11.2% 8.2% 11.8% • BLDC grew over 30% YoY; pr
Slide 10: Lighting & Switchgear
Lighting & Switchgear 9
Slide 11: Q3 FY26 Segment Highlights | Lighting & Switchgear
Q3 FY26 Segment Highlights | Lighting & Switchgear Continued Growth Momentum, driven by Premiumization & Distribution Expansion • Single-digit volume and value growth in EBIT & EBIT Margins Consumer Lighting; new launches and Revenue distribution expansion, resulted in market share +7.1% gains 13.3%
Slide 12: New Product Development
New Product = \ Development & 2» Ae. F
Slide 13: New Product Launches
New Product Launches ECD Lighting Induction Appliances Décor Wall Light Razor Neo Street Light Orismart Panel Arina H Instaflo 5.9L Instant WH Aquator Edge 15W 50W 15W TPW Prism Topaz Prism Bloom Prism Surface Cylinder Instaflo Neo 5.9L Instant WH Fabrisleek 1000W 7W / 12W / 18W 7W / 12W / 18W 3W /
Slide 14: Marketing Initiatives
Marketing Initiatives a Fans wale Orient lights bhi banate hai! » Smiacroup| |G) orient - .
Slide 15: Key Highlights
Key Highlights Fatt Se Garam – Water Heater ACETECH Delhi Participation AISEA Annual Trade Event Campaign • Established strategic presence within the • Conducted annual trade conference with • Digital-led YouTube/Meta campaign with DVC architect and specifier ecosystem at ACETECH combined category a
Slide 16: Financial Summary
Financial Summary 15
Slide 17: Profit & Loss Statement
Profit & Loss Statement Particulars (in ₹ Crore) Q3 FY26 Q3 FY25 YoY% Q2 FY26 QoQ% 9M FY26 9M FY25 YoY% Revenue from Operations 906.5 816.8 11.0% 702.6 29.0% 2,378.1 2,231.8 6.6% COGS 636.1 557.7 14.1% 481.1 32.2% 1,635.7 1,508.8 8.4% Gross Profit 270.4 259.1 4.3% 221.5 22.0% 742.5 723.1 2.7% Gross
Slide 18: Shareholder Information
Shareholder Information Stock Data Shareholding Pattern Dec 31, 2025 Bloomberg Ticker ORIENTEL IN BSE Ticker 541301 FIIs, 3.6% Other DIIs, NSE Ticker ORIENTELEC 1.9% Market Capitalization (₹ Crore) – 3,759 Dec 31, 2025 No. of Shares Outstanding Promoters, 21.34 Mutual Funds, (In Crores) 38.3% 30.9%
Slide 19: 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