Slide 1: Exchange filing cover letter
Ref: OEL/BSE-NSE/2026-27/29 July 22, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers Plot No. C/1, G Block Fort, Dalal Street Bandra Kurla Complex Mumbai – 400001 Bandra (E), Mumbai 400051 Symbol: ORIENTELEC Scrip Code: 541301 Dear Sir/
Slide 2: Earnings Presentation Q1 FY27
EARNINGS PRESENTATION Q1 FY27 July 22nd, 2026
Slide 3: Strategy in Action | Q1 FY27 Key Updates
Strategy in Action | Q1 FY27 Key Updates Emerging businesses continue to scale, strong performance in cooling category Portfolio & Category Innovation & Market Access, Operational Performance Premiumisation Brand & Service Discipline • Lighting: B2C grew High • Luminaires: 60% mix driven • E-COM & E
Slide 4: Key Highlights | Q1 FY27
Key Highlights | Q1 FY27 Strong Topline growth with sustained EBITDA expansion Revenue EBITDA PAT ₹950 crore 7.0% margin ₹31 Cr EBITDA grew by 44.5% YoY up 23.5% YoY up 79.7% YoY to ₹67 crore Gross Margin Working Capital Cycle Net Cash 29.8% 25 days ₹ 133 Cr 3
Slide 5: Financial Snapshot | Q1 FY27
Financial Snapshot | Q1 FY27 One Orient : Accelerating Multi-Engine growth portfolio SALES ECD LIGHTING & SWITCHGEAR ₹950 Cr ₹669 Cr ₹281 Cr +23.5% YoY | +0.2% QoQ +22.7% YoY | +1.1% QoQ +25.4% YoY | -2.1% QoQ GROSS PROFIT EBITDA PBT ₹283 Cr ₹67 Cr ₹42 Cr +13.0% YoY | -3.6% QoQ +44.5% YoY | -13.9% Q
Slide 6: Electrical Consumer Durables
Electrical Consumer Durables
Slide 7: Q1 FY27 Segment Highlights | ECD
Q1 FY27 Segment Highlights | ECD Sustainable market share gains driven by growth across channels Key Highlights Revenue (₹ Cr) EBIT (₹ Cr) & EBIT Margins • Fans outperformed the industry, driving market share gains +22.7% 6.8% 11.4% 8.7% • Both DTM & MD markets delivered +1.1% double-digit growth 66
Slide 8: Lighting & Switchgear
Lighting & Switchgear 7
Slide 9: Q1 FY27 Segment Highlights | Lighting & Switchgear
Q1 FY27 Segment Highlights | Lighting & Switchgear Emerging categories continue to fuel growth momentum Key Business Drivers Revenue (₹ Cr) EBIT (₹ Cr) & EBIT Margins • Consumer Lighting delivered double-digit +25.4% growth, driven by new product launches 17.4% 14.1% 15.0% and distribution expansion
Slide 10: New Product Launches
New Product Launches
Slide 11: Industry First Innovations
Industry First Innovations Aero O2 Aerosilent Ecotech Volt India’s First Oxygen India’s Most Built-in Battery Enriching Fan Silent Fan* Backup Fan Restores up to 90% Less than 50dB Up to 10 hours oxygen levels in 8 hours battery backup** *Based on independent laboratory testing of 1200mm fans **when
Slide 12: Superior Design Credentials | Awards
Superior Design Credentials | Awards Award - Product Category Design leadership Ecotech Slim Ecotech Volt Aerosilent 3x Global design awards 11
Slide 13: New Product Launches
New Product Launches Ecotech Volt Aerosilent Ballerina NIXA Distribution Board Cedar Harrier BLDC Apache Wall Stand Diamond Series 45 Meter Flame Retardant (FR) Hill Air Airflow Neo Neo
Slide 14: New Product Launches | Lighting
New Product Launches | Lighting Lighting Portfolio Orismart K – Lite Aluminum Slim COB Mini Eco Driver Smart Panel Vivid Grace Radiant 10W Light Batten Smart Bulb LED Recess Adjustable Mirror 9W Panel Light
Slide 15: Marketing Initiatives
Marketing Initiatives a Fans wale Orient lights bhi banate hai! » Smiacroup| |G) orient - .
Slide 16: Key Marketing Initiatives
Key Marketing Initiatives Fans Season Visibility Building Awareness for Wires • Launched India’s first innovations -Aero O2, Aerosilent • Digital Campaign with MS Dhoni promoting flexibility of Orient Wires • Targeted premium audiences with high impact placements across airports, OOH,OTT and digital
Slide 17: Financial Summary
Financial Summary 16
Slide 18: Profit & Loss Statement
Profit & Loss Statement Particulars (in ₹ Crore) Q1 FY27 Q1 FY26 YoY% Q4 FY26 QoQ% Revenue from Operations 949.8 769.1 23.5% 948.3 0.2% COGS 666.7 518.5 28.6% 654.6 1.8% Gross Profit 283.1 250.6 13.0% 293.7 -3.6% Gross Margin % 29.8% 32.6% -277 bps 31.0% -116 bps Employee Expenses 84.5 76.3 10.7% 78
Slide 19: Shareholder Information
Shareholder Information Stock Data Shareholding Pattern (June 30, 2026) Bloomberg Ticker ORIENTEL IN FIIs Other DIIs 3.3% 1.3% BSE Ticker 541301 NSE Ticker ORIENTELEC Promoters Mutual Funds 38.3% 31.2% Market Capitalization (₹ Crore) 3,744 – June 30, 2026 Others 25.9% No. of Shares Outstanding (In C
Slide 20: 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