Investor Presentation

Ref: OEL/BSE-NSE/2026-27/57 October 15, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers Plot No. C/1, G Block Fort, Dalal Street Bandra Kurla Complex Mumbai – 400001 Bandra (E), Mumbai 400051 Symbol: ORIENTELEC Scrip Code: 541301 Dear Sir/ Madam, Sub.: Investors’ Release – Un-audited Financial Results September 30, 2026. Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (Listing Regulations), please find enclosed herewith the copy of Investors’ Release on the Un-audited Financial Results of the Company for the quarter and half year ended September 30, 2026. Investors’ Release will also be available on the website of the Company, www.orientelectric.com. You are requested to take the enclosed document on your record. Thanking you, For Orient Electric Limited Diksha Singh Company Secretary Encl.: as above Orient Electric Limited - a CKA Birla Group Company CIN No.: L31100OR2016PLC025892 240, Okhla Industrial Estate, Phase III, New Delhi 110020, India Tel: +91 011-41325060 Regd. Office: Unit VIII, Plot No.7, Bhoinagar, Bhubaneswar, Odisha 751012 investor@orientelectric.com www.orientelectric.com EARNINGS PRESENTATION Q2 FY27 Oct 15th, 2026 Strategy in Action | Q2 FY27 Key Updates Strong performance across categories, emerging businesses continue to scale Innovation & Market Access, Operational Portfolio & Category Premiumisation Brand & Service Discipline Performance • Lighting: Revenue grew by • Luminaires: 66% mix driven • ECOM: High double-digit • Pricing: Calibrated pricing double-digit; steady B2B by premiumisation and growth across the portfolio growth; enquiry pipeline focused NPDs • DTM expansion: MP, • Sanchay: ~Rs 13 Cr saved in remains strong • Premium mix: 41% Chhattisgarh, Jharkhand Q2 FY27 through focused cost • Switchgear & Wires: Wires contribution in fans driven by added actions grew >2X, Switchgear grew innovation led launches • Brand visibility: Reaching • Fans-lighting distribution high double-digit • NPD: Contributed ~30% to premium audiences through synergies yielding tangible • Fans: Strong double-digit, fans revenue airports, outdoor & digital; gains for Switchgears & Wires driven by growth across MD strengthening tech image • BLDC fans: Grew 26% driven • Margin resilience: EBITDA & DTM states, significant by new premium launches • Samvad 1: Sharper consumer margin expansion YoY driven market share gain insights; faster resolution by operating leverage & cost • Appliances: Delivered through AI-led capabilities optimisation initiatives double-digit growth 1) Customer Service enhancement initiative Key Highlights | Q2 FY27 Strong topline growth with sustained EBITDA expansion Revenue EBITDA PAT Rs 879 crore 6.5% margin Rs 27 Cr EBITDA grew by 49.7% YoY up 25.2% YoY up 124.4% YoY to Rs 57 crore Gross Margin Working Capital Cycle Net Cash 29.0% 34 days Rs 23 Cr Financial Snapshot | Q2 FY27 One Orient : Accelerating Multi-Engine growth portfolio SALES ECD LIGHTING & SWITCHGEAR Rs 879 Cr Rs 550 Cr Rs 329 Cr +25.2% YoY | -7.4% QoQ +24.9% YoY | -17.7% QoQ +25.7% YoY | +17.0% QoQ GROSS PROFIT EBITDA PBT Rs 255 Cr Rs 57 Cr Rs 36 Cr +15.2% YoY | -9.9% QoQ +49.7% YoY | -14.7% QoQ +123.7% YoY | -14.1% QoQ 29.0% margin 6.5% margin 4.1% margin -251 bps YoY | -79 bps QoQ +106 bps YoY | -55 bps QoQ +183 bps YoY | -32 bps QoQ Financial Snapshot | H1 FY27 One Orient : Accelerating Multi-Engine growth portfolio SALES ECD LIGHTING & SWITCHGEAR Rs 1,829 Cr Rs 1,219 Cr Rs 610 Cr +24.3% YoY +23.7% YoY +25.5% YoY GROSS PROFIT EBITDA PBT Rs 538 Cr Rs 123 Cr Rs 79 Cr +14.0% YoY +46.9% YoY +97.5% YoY 29.4% margin 6.7% margin 4.3% margin -265 bps YoY +104 bps YoY +160 bps YoY Electrical Consumer Durables Q2 FY27 Segment Highlights | ECD Sustainable market share gains driven by growth across channels Key Business Drivers Revenue (₹ Cr) EBIT (Rs Cr) & Margins • Fans grew by high double-digit, +24.9% outperforming the industry and driving market share gains -17.7% 8.2% 8.7% 9.5% • Both DTM & MD markets delivered double-digit growth 550 • BLDC fans grew ~26% YoY, driven by new premium launches • Premium products contribute ~41% of fans mix, driven by innovation led launches 58 • Appliances delivered double-digit 36 growth, led by Water Heaters and Garment care segment • E-COM and Exports grew by double- Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 digit, strengthening our share on marketplaces and expanding global presence Lighting & Switchgear Q2 FY27 Segment Highlights | Lighting & Switchgear Emerging categories continue to fuel growth momentum Key Business Drivers Revenue (Rs Cr) EBIT (Rs Cr) & Margins • Lighting grew by double-digit, driven by new product launches and 13.1% 15.0% 12.4% +25.7% distribution expansion • Premium mix stable at 66%, reflecting +17.0% sustained premiumisation momentum • Emerging categories continued acceleration: Wires grew >2X, while 262 Switchgear & Switches grew by high double-digit • Electrician programs deepened channel reach, lifting cross-selling 42 41 across fans and lighting networks Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 New Product Launches New Product Launches NIXA Shield MCB & Isolator I Float Neu Proton UL Green Series Halogen Free Flame Retardant (HFFR) Wire Enamour Classic Neo (35L/50L) Ecotech Swift Ecotech Air Nixa Modular Switches New Product Launches | Lighting Lighting Portfolio Deco Ring Recess Nova COB Track 3CCT Light Panel 20W/30W Grace Sunlight Surface Twist 100W 7W/10W/15W New Product Launches | D2C Category Elfie Linea Tower Fan Orbis Litpac Lumo Pico Litpod Pooch Marketing Initiatives Key Marketing Campaigns INDEPENDENCE DAY CAMPAIGN ECOTECH VOLT: SOCIAL EXPERIMENT FORMAT “Chalta Hai, Ab Nai Chalega” “Yeh Fan Chal Kaise Raha Hai?” DIGITAL PHYSICAL v v Hero asset Outdoor in electrical markets Video 1 Video 2 Digital Amplification with Brand Film Digital OOH + Physical OOH Intrigue Reveal 5 Local Influencers Builder Campaign stands to question the attitude of “Chalta Hai” and if this is On ground activation was intended to showcase Ecotech Volt’s what we want as tomorrow’s culture battery backup USP in an innovative and interesting way Financial Summary Profit & Loss Statement Particulars (in ₹ Crore) Q2 FY27 Q2 FY26 YoY% Q1 FY27 QoQ% H1 FY27 H1 FY26 YoY% Revenue from Operations 879.3 702.6 25.2% 949.8 -7.4% 1,829.1 1,471.7 24.3% COGS 624.1 481.1 29.7% 666.7 -6.4% 1,290.8 999.6 29.1% Gross Profit 255.2 221.5 15.2% 283.1 -9.9% 538.3 472.1 14.0% Gross Margin % 29.0% 31.5% -251 bps 29.8% -79 bps 29.4% 32.1% -265 bps Employee Expenses 83.4 75.8 10.1% 84.5 -1.3% 167.9 152.0 10.4% Other Expenses 115.0 107.8 6.7% 132.0 -12.9% 247.1 236.1 4.7% EBITDA 56.8 37.9 49.7% 66.6 -14.7% 123.4 84.0 46.9% EBITDA Margin % 6.5% 5.4% 106 bps 7.0% -55 bps 6.7% 5.7% 104 bps Depreciation 19.3 19.1 0.8% 18.8 2.4% 38.1 38.6 -1.3% Financial Cost 5.0 5.0 -1.0% 5.7 -13.2% 10.7 10.5 2.3% Other Income 3.9 2.5 56.8% 4.4 -10.1% 8.3 5.0 66.3% PBT before Exceptional Items 36.5 16.3 123.7% 46.4 -21.4% 82.9 40.0 107.4% Exceptional Items* 0.0 0.0 - 4.0 0.0% 4.0 0.0 0.0% PBT 36.5 16.3 123.7% 42.5 -14.1% 78.9 40.0 97.5% Tax 9.4 4.2 121.9% 11.0 -14.2% 20.4 10.4 96.3% Profit After Tax (PAT) 27.1 12.1 124.4% 31.5 -14.1% 58.5 29.6 97.9% PAT Margin % 3.1% 1.7% 136 bps 3.3% -24 bps 3.2% 2.0% 119 bps Earning Per Share in ₹ 1.27 0.57 124.4% 1.48 -14.1% 2.74 1.39 97.9% *Loss on account of consolidation of manufacturing facilities at Noida (U.P) arising from write-down of capital assets to their Net Realizable Value (NRV) Balance Sheet Particulars (in ₹ Crore) As on Sep 30th, 2026 As on Mar 31st 2026 Particulars (in ₹ Crore) As on Sep 30th, 2026 As on Mar 31st, 2026 Assets Equities & Liabilities Non-Current Assets Equity and Share Capital 21.3 21.3 Property, Plant and Equipment 329.9 339.7 Other Equity 783.3 738.8 Capital Work in Progress 13.2 8.4 Total Equity 804.6 760.1 Intangible Assets 6.0 8.3 Non-Curren [Showing first 8,000 characters — download PDF for full document]