Orient Electric Q4 profit jumps 29% despite supply chain disruptions and softer demand

Consumer electricals maker Orient Electric reported a 28.9% year-on-year rise in consolidated net profit to ₹40.28 crore for the quarter ended March 31, 2026, compared with ₹31.26 crore in the corresponding quarter last year.

Revenue from operations during Q4FY26 increased 10% to ₹948.25 crore from ₹861.85 crore a year ago. Total income for the quarter stood at ₹951.72 crore against ₹865.34 crore in Q4FY25.

Total expenses during the quarter increased to ₹895.82 crore from ₹823.20 crore a year ago, driven by higher raw material and traded goods costs.

EBITDA for the quarter stand at ₹ 77.4 crore while EBITDA Margin at 8.2%.

For the full financial year FY26, Orient Electric posted a net profit of ₹95.84 crore, up from ₹83.21 crore in FY25. Revenue from operations for the year rose to ₹3,326.39 crore from ₹3,093.68 crore in the previous fiscal.

Commenting on the performance, Ravindra Singh Negi, Managing Director and CEO of Orient Electric, said the company delivered a strong fourth-quarter performance despite geopolitical uncertainties, supply chain disruptions, cost escalations and softer demand conditions.

He said the company’s 10% revenue growth was driven by robust execution across segments, with Consumer Lighting, Switchgear and Wires leading growth, while the Fans business outperformed the broader market.

Negi added that timely pricing actions and focused cost optimisation measures helped the company post a 15.8% growth in EBITDA and a 28.9% rise in profit after tax during the quarter.

He further said innovation and premiumisation remained central to the company’s strategy, highlighting launches such as Aero O2 and a higher contribution from premium lighting products.

According to Negi, Orient Electric’s “One Orient” strategy helped strengthen core businesses, scale emerging segments and improve profitability during FY26, positioning the company for accelerated growth and better operating leverage in FY27.

The company has recommended a final dividend of ₹0.75 per equity share of face value ₹1 each for FY26, subject to shareholders’ approval at the upcoming Annual General Meeting (AGM).

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Shares of Orient Electric ended lower on May 8 after the company announced its quarterly earnings, with the stock closing at ₹188.50 on the NSE, down 1.87% or ₹3.59 from the previous close.

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