Conference Call with Orient Electric Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Consumer Electronics company Orient Electric announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue from Operations: Rs 862 crore compared to Rs 788 crore during Q4FY24, a 9.4% YoY increase, with strong performance in Lighting & Switchgear. Gross Margin: Expands by 67 bps, driven by premiumisation and mix improvement. EBITDA: Margin improves to 7.8%, a 385 bps YoY increase; EBITDA at Rs 67 crore, up 117% YoY. Profit Before Tax: Rs 42.1 crore compared to Rs 14 crore during Q4FY24, a 212% YoY increase. Profit after tax: Rs 31.6 crore compared to Rs 14.0 crore during Q4FY24, change 125%. FY25 Financial Highlights: Revenue from Operations: Rs 3,094 crore compared to Rs 2,812 crore during FY24, a 10.0% YoY increase, with thrust towards NPDs and growth categories. Gross Margin: Expands by 172 bps to 32.1%. EBITDA: Margin improves to 6.6%, a 145 bps YoY increase; EBITDA at Rs 204 crore, up 41% YoY. Profit Before Tax: Rs 112 crore compared to Rs 96.3 crore during FY24, a 17% YoY increase. Profit after tax: Rs 83.8 crore compared to Rs 76.5 crore during FY24, change 9.4%. Ravindra Singh Negi, MD & CEO, Orient Electric, said: “We are happy to share that we have delivered secular growth across segments and improvement in EBITDA margins in this quarter, driven by strategic initiatives focused on premiumization, operational excellence, and a customer-first approach. Our investments in building organisational capabilities and enhancing efficiency are yielding results, with improved profit margins, positioning us to deliver sustainable long-term value growth across the business. Our Lighting business continues to outpace industry growth, delivering double-digit volume gains driven by strong momentum in both consumer and B2B segments. Premiumization continues to be a key lever of our growth across segments, with BLDC fan sales growing over 50% YoY in Q4. I am also happy to announce that we have consistently delivered double-digit growth for two consecutive years. In FY25, our topline reached Rs 3,094 crore, growing at a robust 10% compared to the previous year. EBITDA rose by 41% YoY to Rs 204 crore and Profit Before Tax stood at Rs 112 crore, a 17% increase over the previous year.” Result PDF