Orient Electric's Q4 and FY26 results impress!

The company clocked ₹948 Cr revenue in Q4, up 10% YoY, with full-year revenue at ₹3,326 Cr (+7.5% YoY). Profit After Tax (PAT) jumped 28.9% YoY in Q4 to ₹40 Cr and 15.2% for FY26 to ₹95.8 Cr.

Strong segment performance was seen in Lighting, Switchgear (wires ~2X growth!), Fans (high single-digit growth, >50% for BLDC), and Appliances.

Growth is fueled by the 'One Orient' multi-engine strategy, emphasizing premiumization (35% premium mix in fans, 23% NPD contribution) and expanded market access with 2,800 new retailers.

Recent launches include India's first oxygen-enriching fan, Aero O2, alongside various new products across categories.

Key Q4 financials: EBITDA ₹77 Cr (+15.8% YoY) at 8.2% margin.

FY26 EBITDA was ₹229 Cr (+12.4% YoY). The company maintains a tight 31-day working capital cycle and reports ₹67 Cr Net Cash.

EPS for Q4 hit ₹1.89. Management is driving efficiency with ₹68 Cr cost savings in FY26, aiming for accelerated portfolio growth.