Orient Electric Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Electrical Consumer Durables: 69.0% • Lighting & Switchgear: 31.0%
AI Sector View
AI GENERATEDConsumer Durables
Urban discretionary demand is mixed but investable. Credit card transactions rose 27.0% YoY (2026-06), urban CMIE sentiment was 109.5 (2026-07), and consumer spending remained large at INR 44743 billion (Jun/26), even though formal consumer confidence fell to 88.3 points (Jul/26) and debit card transactions were -9.0% YoY (2026-06). Heavy sector inflows of INR 13175 crore over 3 months to 2026-08-31 indicate strong investor positioning behind the theme.
PROS
- Company is almost debt free
- Latest quarter profit grew 79.7% YoY, showing strong momentum
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.24x)
- Company has been maintaining a healthy dividend payout of 33.4%
- Stock looks reasonably valued - P/E of 33.8 is below its historical median
- Company generates healthy free cash flow
CONS
- Total debt has risen sharply - up 54.9% year on year
- Company has delivered a poor profit growth of -4.4% over past five years
- Recurring exceptional / one-off items are inflating headline profit
- Expensive relative to growth - PEG of 4.2
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| PGEL | 543.00 | 75.66 | 15570.91 | 0.05 | 76.22 | 13.79 | 2033.96 | 35.25 | 10.59 | 7.33 |
| CROMPTON | 231.30 | 0.00 | 14893.75 | 1.30 | 142.70 | 15.17 | 2235.02 | 11.84 | -1.06 | 10.04 |
| WHIRLPOOL | 795.55 | 40.23 | 10093.29 | 0.63 | 102.88 | -29.57 | 2726.75 | 12.10 | 10.90 | 5.10 |
| EUREKAFORB | 397.35 | 42.53 | 7694.16 | 0.00 | 56.99 | 47.26 | 700.40 | 15.22 | 5.04 | 9.91 |
| TTKPRESTIG | 540.10 | 38.27 | 7397.55 | 1.39 | 58.97 | 130.17 | 813.85 | 33.57 | 11.92 | 10.03 |
| HAWKINCOOK | 8438.40 | 32.90 | 4462.07 | 1.66 | 30.38 | 17.12 | 318.13 | 33.06 | 40.90 | 13.43 |
| BAJAJELEC | 338.35 | 0.00 | 3905.36 | 0.89 | 48.38 | 431.65 | 1089.36 | 2.84 | -1.97 | 7.12 |
| ORIENTELEC | 173.80 | 33.77 | 3708.30 | 0.86 | 31.49 | 79.74 | 949.76 | 23.49 | 20.28 | 7.01 |
| BOROLTD | 263.80 | 45.03 | 3154.72 | 0.00 | 12.80 | -26.48 | 253.59 | 8.98 | 11.26 | 13.59 |
| STOVEKRAFT | 840.50 | 34.16 | 2782.67 | 0.42 | 192.09 | — | 2354.41 | — | 13.46 | 10.71 |
| BUTTERFLY | 608.85 | 22.64 | 1088.60 | 0.00 | 88.87 | 1281.47 | 2138.73 | 1041.22 | 18.19 | 7.03 |
| SINGERIND | 73.66 | 57.46 | 458.31 | 0.54 | 9.30 | — | 1015.90 | — | 10.66 | 1.39 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 706 | 567 | 752 | 788 | 755 | 660 | 817 | 862 | 769 | 703 | 906 | 948 | 950 | |
| 662 | 546 | 703 | 757 | 715 | 624 | 756 | 795 | 723 | 665 | 839 | 871 | 908 | |
| Operating Profit | 44 | 21 | 49 | 31 | 40 | 36 | 61 | 67 | 46 | 38 | 68 | 77 | 42 |
| OPM % | 6.23% | 3.65% | 6.51% | 3.90% | 5.31% | 5.40% | 7.49% | 7.75% | 5.99% | 5.40% | 7.47% | 8.16% | 4.43% |
| 3 | 22 | 4 | 5 | 2 | 4 | 2 | 3 | 2 | 2 | -7 | 2 | 8 | |
| Interest | 6 | 5 | 5 | 7 | 6 | 6 | 6 | 6 | 5 | 5 | 7 | 5 | 6 |
| Depreciation | 14 | 14 | 15 | 15 | 18 | 20 | 20 | 22 | 19 | 19 | 19 | 20 | 19 |
| Profit before Tax | 27 | 23 | 33 | 13 | 19 | 14 | 37 | 42 | 24 | 16 | 35 | 54 | 42 |
| Tax % | 25.98% | 21.05% | 25.82% | 5.11% | 25.55% | 26.63% | 25.81% | 25.82% | 25.95% | 26.01% | 25.64% | 25.94% | 25.84% |
| Net Profit | 20 | 18 | 24 | 13 | 14 | 10 | 27 | 31 | 18 | 12 | 26 | 40 | 31 |
| 0.92 | 0.86 | 1.14 | 0.60 | 0.67 | 0.49 | 1.27 | 1.46 | 0.82 | 0.57 | 1.22 | 1.89 | 1.48 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 212 | 1,600 | 1,864 | 2,062 | 2,033 | 2,448 | 2,529 | 2,812 | 3,094 | 3,326 | 3,507 | |
| 188 | 1,463 | 1,723 | 1,885 | 1,813 | 2,217 | 2,379 | 2,668 | 2,890 | 3,097 | 3,282 | |
| Operating Profit | 24 | 137 | 141 | 176 | 220 | 231 | 151 | 144 | 204 | 229 | 225 |
| OPM % | 11.23% | 8.53% | 7.58% | 8.56% | 10.80% | 9.45% | 5.95% | 5.13% | 6.58% | 6.89% | 6.42% |
| 1 | 6 | 10 | 4 | 6 | 6 | 27 | 34 | 12 | -0 | 6 | |
| Interest | 3 | 24 | 23 | 26 | 21 | 20 | 22 | 23 | 24 | 23 | 23 |
| Depreciation | 2 | 20 | 23 | 40 | 43 | 47 | 54 | 59 | 79 | 77 | 76 |
| Profit before Tax | 20 | 98 | 105 | 114 | 162 | 170 | 102 | 96 | 112 | 129 | 148 |
| Tax % | 41.46% | 34.55% | 33.93% | 31.20% | 26.04% | 25.40% | 25.59% | 21.81% | 25.87% | 25.87% | 25.85% |
| Net Profit | 12 | 64 | 69 | 79 | 120 | 127 | 76 | 75 | 83 | 96 | 110 |
| EPS | 0.56 | 3.02 | 3.27 | 3.70 | 5.63 | 5.95 | 3.56 | 3.53 | 3.90 | 4.49 | — |
| Dividend Payout % | — | 33.14% | 30.62% | 31.04% | 35.44% | 33.51% | 42.08% | 42.53% | 38.47% | 33.40% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- 10%
- 3 Years:
- 10%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- -4%
- 3 Years:
- 8%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- -12%
- 3 Years:
- -10%
- 1 Year:
- -15%
RETURN ON EQUITY
- 10 Years:
- 19%
- 5 Years:
- 16%
- 3 Years:
- 13%
- Last Year:
- 13%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 0 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| 192 | 242 | 285 | 334 | 427 | 512 | 558 | 615 | 667 | 731 | |
| 211 | 186 | 135 | 152 | 57 | 66 | 88 | 94 | 66 | 68 | |
| Trade Payables | 192 | 276 | 351 | 330 | 519 | 449 | 453 | 521 | 600 | 601 |
| 110 | 59 | 77 | 101 | 112 | 113 | 119 | 169 | 166 | 202 | |
| Total Liabilities | 705 | 784 | 869 | 939 | 1,136 | 1,161 | 1,239 | 1,421 | 1,520 | 1,624 |
| 109 | 106 | 117 | 190 | 186 | 212 | 226 | 236 | 440 | 406 | |
| Capital Work in Progress | 0 | 5 | 4 | 3 | 3 | 2 | 83 | 223 | 5 | 8 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 37 | 14 | 60 | |
| 177 | 209 | 264 | 286 | 249 | 326 | 285 | 315 | 430 | 426 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 462 | 513 | 619 | |
| Cash & Bank | 23 | 30 | 32 | 7 | 258 | 151 | 164 | 66 | 55 | 33 |
| 396 | 434 | 453 | 452 | 441 | 471 | 482 | 82 | 65 | 71 | |
| Total Assets | 705 | 784 | 869 | 939 | 1,136 | 1,161 | 1,239 | 1,421 | 1,520 | 1,624 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 59 | 117 | 162 | 177 | 469 | 50 | 225 | 118 | 86 | 110 | |
| Cash from Investing | -6 | -22 | -31 | -51 | -151 | 78 | -110 | -171 | -27 | -73 |
| Cash from Financing | -40 | -62 | -100 | -103 | -144 | -67 | -66 | -46 | -72 | -57 |
| 13 | 7 | 1 | -24 | 133 | 10 | 14 | -98 | -13 | -20 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-10 - Orient Electric Limited has informed the Exchange regarding Appointment of Mr. Deepankar Bhattacharjee as Head - Internal Audit & Senior Management Personnel of the company w.e.f. September 10, 2026.
2026-09-08 - Orient Electric Limited has informed the Exchange about Schedule of meet
2026-08-14 - Orient Electric Limited has informed the Exchange about Schedule of meet
2026-08-12 - Orient Electric Limited has informed the Exchange about Communication to shareholders w.r.t non submission of KYC against physical holdings- Intimation regarding dividend payment withheld.
2026-08-12 - Orient Electric Limited has informed the Exchange about Copy of Newspaper Publication w.r.t Special Window.
2026-08-07 - Orient Electric Limited has informed the Exchange about Change in Management w.r.t Change in Designation of Senior Management Personnel.
2026-08-07 - Orient Electric Limited has informed the Exchange about Schedule of meet
2026-07-28 - Orient Electric Limited has informed the Exchange about Transcript
2026-07-27 - Orient Electric Limited has informed the Exchange about ESG Rating.
News
Recent coverage and analyst commentary for ORIENTELEC
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Orient Electric Ltd.
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