| Metric | Value (₹ Cr) | Q3 FY26 | Q4 FY25 |
|---|---|---|---|
| Revenue | 948.25 | 4.6% | 10.0% |
| Total Income | 951.72 | 4.8% | 10.0% |
| Expenditure | 895.82 | 3.6% | 8.8% |
| PBT | 54.39 | 55.7% | 29.1% |
| Net Profit | 40.28 | 55.0% | 28.9% |
| OPM | 8.00% | 1.49pp | 0.25pp |
| NPM | 4.23% | 1.37pp | 0.62pp |
| EPS | 1.89 | 54.9% | 29.4% |
Orient Electric FY26: PAT up 28.9% with 10% Revenue Growth
08 May 2026 · 8 May, 2:17 pm
Summary
Orient Electric Limited announced robust financial results for Q4 FY26 and the full fiscal year, despite geopolitical uncertainties and cost escalations. For Q4 FY26, the company reported a revenue of ₹948.3 crore, reflecting a 10.0% year-over-year increase, driven by consistent performance across categories and strong growth in Lighting and Switchgear. Profit After Tax for the quarter saw a significant jump of 28.9% year-over-year to ₹40.3 crore, with the EBITDA margin standing at 8.2%. For the full FY26, revenue grew by 7.5% to ₹3326.4 crore, and PAT increased by 15.2% to ₹95.8 crore. Management highlighted disciplined execution, timely pricing actions, and continued investments in brand and innovation as key strategies, expressing confidence in accelerating growth and driving operating leverage in FY27.
Key Highlights
- 1
Orient Electric reported a strong Q4 FY26 revenue of ₹948.3 crore, marking a 10.0% increase year-over-year.
- 2
Profit After Tax (PAT) for Q4 FY26 surged by 28.9% year-over-year to ₹40.3 crore.
- 3
The company's EBITDA margin for Q4 FY26 improved by 41 bps year-over-year to 8.2%, reflecting resilient profitability.
- 4
For the full fiscal year FY26, the company achieved a revenue of ₹3326.4 crore, demonstrating a 7.5% growth compared to the previous year.
- 5
The Lighting & Switchgear segment was a key growth driver, recording a significant 16% year-over-year growth in Q4 FY26.
- 6
Innovation remains a core strategy, with market-first launches like Aero O2 and increasing premiumisation in Lighting driving portfolio quality.
- 7
Orient Electric closed FY26 with consistent progress on its 'One Orient' strategy, strengthening its core and scaling emerging businesses.
Management Comments
Ravindra Singh Negi
In a quarter shaped by geopolitical uncertainties leading to supply chain disruptions, cost escalations and softer demand, we delivered a strong Q4 performance with improved revenue and profitability, reflecting disciplined execution in a challenging environment. Our 10% topline growth underscores our ability to sustain momentum despite these headwinds. This was driven by robust execution of our multi-engine growth strategy, with Consumer Lighting, Switchgear and Wires leading the growth, and our Fans business performing better than the market. We also took timely pricing actions to mitigate cost pressures, supported by focused cost optimisation, enabling EBITDA growth of 15.8% and PAT growth of 28.9% YoY. Innovation remains the bedrock of our strategy, with market first launches such as Aero O2 and increasing premiumisation in Lighting, with a higher mix of LUM products driving portfolio quality. We close the year with consistent progress on our ‘One Orient’ strategy. Over the year, we have demonstrated our ability to outperform in a challenging operating environment by strengthening our core, scaling emerging businesses, and improving profitability in a disciplined manner. As we enter FY27, we are well placed to accelerate growth and drive operating leverage through a sharper portfolio and continued investments in brand and innovation.
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