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Orient Electric: Q2 FY27 Revenue Up 25%, PAT More Than Doubles

Results reported 15 October 2026 | Consumer electricals: fans, lighting and switchgear

The Quick Take

Orient Electric’s Q2 FY27 revenue rose 25% to Rs 879.34 cr, and net profit more than doubled to Rs 27.06 cr. The EBITDA margin rose 106 bps to 6.5%. The share price closed up 13% on the day.

Q2 FY27 snapshot (Rs crore)

MetricQ2 FY27Comparison
Revenue879.34+25.15% (Q2 FY26: 702.61)
EBITDA margin6.5%+106 bps YoY
Net profit27.06+124.4% (Q2 FY26: 12.06)
  • Electrical consumer durables Rs 550.5 cr (+24.9%).
  • Lighting and switchgear Rs 328.8 cr (+25.7%).
  • Total expenses Rs 846.79 cr (+23%).

Management commentary

The CEO said the company is gaining share in its core categories and improving EBITDA margins, and called the One Orient strategy central to that. No numeric guidance was given.

Drivers

Premiumisation, BLDC fans (+26%), consumer lighting launches, and switches, switchgear and wires outperforming the industry.

Risks

  • Inflationary pressure noted by management.
  • Thin absolute margins at 6.5% EBITDA.
  • The one-day share price rise may already reflect the results.

Setup

Neutral. Strong growth and profit from a low base. Margin sustainability is the watch item.

This is educational analysis, not personalized investment advice. Do your own research before investing.

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