Slide 1: Exchange filing cover letter
Ref: OEL/BSE-NSE/2026-27/10 May 8, 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/ Ma
Slide 2: Earnings Presentation Q4 & FY26
EARNINGS PRESENTATION Q4 & FY26 May 8th , 2026
Slide 3: Strategy in Action | Q4 FY26 Key Updates
Strategy in Action | Q4 FY26 Key Updates Diversification Engines continue to Scale, offsetting seasonality Portfolio & Category Innovation & Market Access, Operational Performance Premiumisation Brand & Service Discipline • Lighting: B2C double-digit • Premium mix: ~35% • E-commerce & Exports: • Pri
Slide 4: Financial Results | Q4 FY26 Highlights
Financial Results | Q4 FY26 Highlights One Orient: Accelerating our Multi-Engine Growth Portfolio Quarterly revenue at ₹948 crore, up 10% YoY; healthy PAT improves to ₹40 Cr, up 28.9% YoY, driven by operating growth in Fans, despite delayed season and strong leverage traction across Appliances, Ligh
Slide 5: Financial Results | Snapshot Q4 FY26
Financial Results | Snapshot Q4 FY26 Q4 FY26 SALES ECD LIGHTING & SWITCHGEAR ₹948 Cr ₹661 Cr ₹287 Cr +10.0% YoY +7.6% YoY +16.0% YoY +4.6% QoQ +2.2% QoQ +10.5% QoQ GROSS PROFIT MARGIN EBITDA MARGIN PBT* MARGIN ₹294 Cr 31.0% ₹77 Cr 8.2% ₹56 Cr 5.9% YoY +8.4% -47 bps YoY +15.8% +41 bps YoY +32.7% +101
Slide 6: Financial Results | Snapshot FY26
Financial Results | Snapshot FY26 FY26 SALES ECD LIGHTING & SWITCHGEAR ₹3,326 Cr ₹2,294 Cr ₹1,033 Cr +7.5% YoY +5.6% YoY +12.2% YoY GROSS PROFIT MARGIN EBITDA MARGIN PBT* MARGIN ₹1,036 Cr 31.1% ₹229 Cr 6.9% ₹139 Cr 4.2% YoY +4.2% -98 bps YoY +12.4% +30 bps YoY +24.2% 56 bps 5 *Before one-time except
Slide 7: Electrical Consumer Durables
Electrical Consumer Durables
Slide 8: Q4 FY26 Segment Highlights | ECD
Q4 FY26 Segment Highlights | ECD DTM Driving Sustainable Market Share Gains, Winning Beyond Seasonality • Fans outperformed the market despite delayed summer, driving market-share gains • DTM states delivered double-digit growth, supported by strong regional execution Revenue (₹ Cr) EBIT (₹ Cr) & EB
Slide 9: Lighting & Switchgear
Lighting & Switchgear 8
Slide 10: Q4 FY26 Segment Highlights | Lighting & Switchgear
Q4 FY26 Segment Highlights | Lighting & Switchgear Growth Leadership Powered by Premiumization and Distribution Expansion Revenue (₹ Cr) EBIT (₹ Cr) & EBIT Margins • Consumer Lighting delivered double-digit growth, driven by new launches and 12.5% 9.5% 14.1% network expansion, resulting in market-sh
Slide 11: New Product Development
New Product ‘, _- ee Development ; | . q CkABirlaGrous | @ t electric
Slide 12: New Product Launches
New Product Launches ECD - Fans Switchgear and Wires Accessories Pebble 2-way Canvas Electromagnetic Extension Board Ding-Dong Door Bell Curve 3-pin Dual Lunar Stereophonic Multi Plug Ding Dong Bell Aero O2 Harrier BLDC India’s First Oxygen Enriching Fan Pedestal Fan Switches Nixa Modular Switches N
Slide 13: New Product Launches
New Product Launches Lighting Raya Glow Wall Light Raya Candle Wall Light Raya Curve Wall Light Raya Neo Wall Light Bed Side Light Grace Dual Lite Batten Single/Twin Single/Twin Single/Twin Single/Twin 3W/6W 25W Prism Luna COB Moonlite Mini Trio Light Magnetic Track Light Magnetic Grill Light Magnet
Slide 14: Marketing Initiatives
Marketing Initiatives a Fans wale Orient lights bhi banate hai! » Smiacroup| |G) orient - .
Slide 15: Key Marketing Highlights
Key Marketing Highlights Introduced India’s First Oxygen Enriching Fan Building Awareness for Switchgears • Digital campaign on Meta and YouTube for our • Focused marketing in cities where Air Quality is a big concern premium range of Eurotech MCB • Premium audience targeting at key airports, impact
Slide 16: Financial Summary
Financial Summary 15
Slide 17: Profit & Loss Statement
Profit & Loss Statement Particulars (in ₹ Crore) Q4 FY26 Q4 FY25 YoY% Q3 FY26 QoQ% FY26 FY25 YoY% Revenue from Operations 948.3 861.9 10.0% 906.5 4.6% 3,326.4 3,093.7 7.5% COGS 654.6 590.9 10.8% 636.1 2.9% 2,290.2 2,099.6 9.1% Gross Profit 293.7 271.0 8.4% 270.4 8.6% 1036.2 994.1 4.2% Gross Margin %
Slide 18: Balance Sheet
Balance Sheet Particulars (in ₹ Crore) As at Mar 31, 2026 As at Mar 31, 2025 Particulars (in ₹ Crore) As at Mar 31, 2026 As at Mar 31, 2025 Assets Equities & Liabilities Non-Current Assets Equity and Share Capital 21.3 21.3 Property, Plant and Equipment 339.7 366.0 Other Equity 738.8 673.0 Capital W
Slide 19: Key Ratios
Key Ratios Financial Ratios FY25 FY26 ROCE (pre-tax) 19.2% 20.6% Current Ratio 1.33x 1.42x Net Working Capital Days 26 30 Debt-Equity ratio 0.02x 0.03x Position as on Mar-end (₹ Crore) FY25 FY26 Cash and bank balance 69 93 Borrowings* 17 26 Net Cash 52 67 *Borrowings include short-term borrowings 18
Slide 20: Shareholder Information
Shareholder Information Stock Data Shareholding Pattern (Mar 31, 2026) Bloomberg Ticker ORIENTEL IN BSE Ticker 541301 Other DIIs, FIIs, 3.41% 0.92% NSE Ticker ORIENTELEC Market Capitalization (₹ Crore) – 3,335 Mar 31, 2026 No. of Shares Outstanding Promoters, 21.34 Mutual Funds, (In Crores) 38.31% 3
Slide 21: 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