Slide 1: Exchange filing cover letter for investors' release
Ref: OEL/BSE-NSE/2026-27/57 October 15, 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 Si
Slide 2: Earnings Presentation Q2 FY27
EARNINGS PRESENTATION Q2 FY27 Oct 15th, 2026
Slide 3: Strategy in Action | Q2 FY27 Key Updates
Strategy in Action | Q2 FY27 Key Updates Strong performance across categories, emerging businesses continue to scale Portfolio & Category Innovation & Market Access, Operational Performance Premiumisation Brand & Service Discipline • Lighting: Revenue grew by • Luminaires: 66% mix driven • ECOM: Hig
Slide 4: Key Highlights | Q2 FY27
Key Highlights | Q2 FY27 Strong topline growth with sustained EBITDA expansion Revenue EBITDA PAT Rs 879 crore 6.5% margin Rs 27 Cr EBITDA grew by 49.7% YoY up 25.2% YoY up 124.4% YoY to Rs 57 crore Gross Margin Working Capital Cycle Net Cash 29.0% 34 days Rs 23 Cr 3
Slide 5: Financial Snapshot | Q2 FY27
Financial Snapshot | Q2 FY27 One Orient : Accelerating Multi-Engine growth portfolio SALES ECD LIGHTING & SWITCHGEAR Rs 879 Cr Rs 550 Cr Rs 329 Cr +25.2% YoY | -7.4% QoQ +24.9% YoY | -17.7% QoQ +25.7% YoY | +17.0% QoQ GROSS PROFIT EBITDA PBT Rs 255 Cr Rs 57 Cr Rs 36 Cr +15.2% YoY | -9.9% QoQ +49.7%
Slide 6: Financial Snapshot | H1 FY27
Financial Snapshot | H1 FY27 One Orient : Accelerating Multi-Engine growth portfolio SALES ECD LIGHTING & SWITCHGEAR Rs 1,829 Cr Rs 1,219 Cr Rs 610 Cr +24.3% YoY +23.7% YoY +25.5% YoY GROSS PROFIT EBITDA PBT Rs 538 Cr Rs 123 Cr Rs 79 Cr +14.0% YoY +46.9% YoY +97.5% YoY 29.4% margin 6.7% margin 4.3%
Slide 7: Electrical Consumer Durables
Electrical Consumer Durables
Slide 8: Q2 FY27 Segment Highlights | ECD
Q2 FY27 Segment Highlights | ECD Sustainable market share gains driven by growth across channels Key Business Drivers Revenue (₹ Cr) EBIT (Rs Cr) & Margins • Fans grew by high double-digit, +24.9% outperforming the industry and driving -17.7% market share gains 8.2% 8.7% 9.5% • Both DTM & MD markets
Slide 9: Lighting & Switchgear
Lighting & Switchgear
Slide 10: Q2 FY27 Segment Highlights | Lighting & Switchgear
Q2 FY27 Segment Highlights | Lighting & Switchgear Emerging categories continue to fuel growth momentum Key Business Drivers Revenue (Rs Cr) EBIT (Rs Cr) & Margins • Lighting grew by double-digit, driven by new product launches and +25.7% 13.1% 15.0% 12.4% distribution expansion • Premium mix stable
Slide 11: New Product Launches
New Product Launches
Slide 12: New Product Launches
New Product Launches NIXA Shield MCB & Isolator I Float Neu Proton UL Green Series Halogen Free Flame Retardant (HFFR) Wire Enamour Classic Neo (35L/50L) Ecotech Swift Ecotech Air Nixa Modular Switches
Slide 13: New Product Launches | Lighting
New Product Launches | Lighting Lighting Portfolio Deco Ring Recess Nova COB Track 3CCT Light Panel 20W/30W v Grace Sunlight Surface Twist 100W 7W/10W/15W
Slide 14: New Product Launches | D2C Category
New Product Launches | D2C Category Elfie Linea Tower Fan Orbis Litpac Lumo v Pico Litpod Pooch
Slide 15: Marketing Initiatives
Marketing Initiatives a Fans wale Orient lights bhi banate hai! » Smiacroup| |G) orient - .
Slide 16: Key Marketing Campaigns
Key Marketing Campaigns INDEPENDENCE DAY CAMPAIGN ECOTECH VOLT: SOCIAL EXPERIMENT FORMAT “Chalta Hai, Ab Nai Chalega” “Yeh Fan Chal Kaise Raha Hai?” DIGITAL PHYSICAL v v Video 1 Video 2 Digital Amplification with Hero asset Outdoor in electrical markets Brand Film Digital OOH + Physical OOH Intrigue
Slide 17: Financial Summary
Financial Summary
Slide 18: Profit & Loss Statement
Profit & Loss Statement Particulars (in ₹ Crore) Q2 FY27 Q2 FY26 YoY% Q1 FY27 QoQ% H1 FY27 H1 FY26 YoY% Revenue from Operations 879.3 702.6 25.2% 949.8 -7.4% 1,829.1 1,471.7 24.3% COGS 624.1 481.1 29.7% 666.7 -6.4% 1,290.8 999.6 29.1% Gross Profit 255.2 221.5 15.2% 283.1 -9.9% 538.3 472.1 14.0% Gros
Slide 19: Balance Sheet
Balance Sheet Particulars (in ₹ Crore) As on Sep 30th, 2026 As on Mar 31st 2026 Particulars (in ₹ Crore) As on Sep 30th, 2026 As on Mar 31st, 2026 Assets Equities & Liabilities Non-Current Assets Equity and Share Capital 21.3 21.3 Property, Plant and Equipment 329.9 339.7 Other Equity 783.3 738.8 Ca
Slide 20: Shareholder Information
Shareholder Information Stock Data Shareholding Pattern (September 30th, 2026) Bloomberg Ticker ORIENTEL IN FIIs Other DIIs 3.8% 1.2% BSE Ticker 541301 NSE Ticker ORIENTELEC Promoters Mutual Funds 38.3% 30.3% Market Capitalization (Rs Crore) 3,369 – September 30th, 2026 Others 26.3% No. of Shares Ou
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