Orient Electric Ltd. · NSE:ORIENTELEC
Orient Electric — Q1 FY26 Earnings Presentation
19 slides from Orient Electric's earnings presentation, Jul 25, 2025
Slide 1: Cover letter to stock exchanges: Investors' Release
July 25, 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.: Investors
Slide 2: Earnings Presentation Q1 FY26
EARNINGS PRESENTATION Q1 FY26 July 25th, 2025
Slide 3: Strategy in Action | Key Updates
Strategy in Action | Key Updates Premiumization Focus Portfolio Expansion Premiumization momentum across categories continues in Q1 Lighting, Switchgear and Wires has emerged as the fastest growing segment • Accelerating Premiumization: • Lighting B2C: • 55% contribution in consumer lighting portfol
Slide 4: Strategy in Action | Key Updates
Strategy in Action | Key Updates Brand Operational Customer Centric Strengthening Efficiency Initiatives DTM for Fans: Redefining the GTM in fans Contextual and Digital First approach ‘Spark Sanchay’ programme business • Extensive use of social media influencers • Aimed at structured ideation, • Suc
Slide 5: Financial Results | Snapshot Q1 FY26
Financial Results | Snapshot Q1 FY26 SALES ECD LIGHTING & SWITCHGEAR ₹769 Cr ₹545 Cr ₹224 Cr +1.9% YoY 0% YoY +6.7% YoY -10.8% QoQ -11.3% QoQ -9.5% QoQ GROSS PROFIT MARGIN EBITDA MARGIN PAT MARGIN ₹251 Cr 32.6% ₹46 Cr 6.0% ₹18 Cr 2.3% YoY +0.2% -56 bps YoY +15.0% +68 bps YoY +21.8% +37 bps QoQ -7.5%
Slide 6: Financial Results | Q1 FY26 Highlights
Financial Results | Q1 FY26 Highlights Navigated seasonal headwinds, with ongoing execution of strategic priorities • Sustained Revenues despite seasonal headwinds, with 6.7% PAT stood at ₹18 Cr, up by 21.8% YoY YoY growth in emerging categories of Lighting & Switchgears • Gross margins maintained i
Slide 7: Lighting & Switchgear
Lighting & Switchgear 6
Slide 8: Q1 FY26 Segment Highlights | Lighting & Switchgear
Q1 FY26 Segment Highlights | Lighting & Switchgear Portfolio Play | Emerging Growth Engine • NPDs and distribution expansion aided volume growth in Consumer Lighting, leading to market share Revenue EBIT and EBIT Margin gains +6.7% YoY -9.5% QoQ 18.6% 12.5% 17.4% • Improving share of Luminaries driv
Slide 9: Electrical Consumer Durables
Electrical Consumer Durables 8
Slide 10: Q1 FY26 Segment Highlights | ECD
Q1 FY26 Segment Highlights | ECD • ECD revenue remained flat, despite an Premiumization and Innovation driving growth despite seasonal headwinds industry wide seasonal disruption from early rains • Fans posted low single digit revenue growth Revenue EBIT and EBIT Margin • Consistent market share gai
Slide 11: New Product Development
New Product Development » iN
Slide 12: New Product Launches in Q1 FY26
New Product Launches in Q1 FY26 Fans Ceiling Fans TPWE Aeon (Voice Control BLDC) Aerosleek (BLDC) Aeroquiet Neu (BLDC) Stand 31 Neo Farata Oz Smart Air Nova Cabin Star Aeroquiet Neu Aerostorm Ecotech Prime (BLDC) 11
Slide 13: New Product Launches in Q1 FY26
New Product Launches in Q1 FY26 Lighting Appliances AquaNova Neo Aquator Neo COB Strip Moonlight Nova DL Emergency Panel 15W Heat Prime Aquaslim Razor Neo Grace Pro Batten Mood Light Surface Panel, 24W 3 CCT Kratos Plus Steam Iron 1440W 12
Slide 14: Brand Initiatives
TECH D<DESIGN Band Initiatives
Slide 15: Q1 FY26 Key Marketing Initiatives
Q1 FY26 Key Marketing Initiatives Fans Season Campaign Promotion of 40+ colors options Influencers Outreach B2B Website Launch • Refreshed, youthful • Expanded color portfolio in BLDC Quirky and engaging content Launched a refreshed B2B imagery with leading and premium fans - 40+ stylish with Catego
Slide 16: Financial Summary
Financial Summary 15
Slide 17: Profit & Loss Statement
Profit & Loss Statement Particular (in Rs Crore ) Q1 FY26 Q1 FY25 YoY% Q4 FY25 QoQ% Revenue from Operations 769.1 754.9 1.9% 861.9 -10.8% COGS 518.5 504.7 2.7% 590.9 -12.2% Gross Profit 250.6 250.2 0.2% 271.0 -7.5% Gross Margin % 32.6% 33.1% -56 bps 31.4% 114 bps Employee Expenses 76.3 77.0 -0.9% 75
Slide 18: Shareholder Information
Shareholder Information Stock Data Shareholding Pattern June 27, 2025 Bloomberg Ticker ORIENTEL IN Other DIIs, 1.3% BSE Ticker 541301 FIIs, NSE Ticker ORIENTELEC 6.9% Market Capitalization (₹ Cr.) – June 27, 2025 4,772 Promoters, No. of Shares Outstanding (Cr.) 21.34 Mutual Funds, 38.3% 26.8% Others
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