ORIENTELEC Q2 FY27 Guidance vs Delivery (ORIENTELEC Management Mirror)

Sep'26 Qtr Revenue at Rs 879 Crores; Medium-Term Growth Upgraded to >15% CAGR From 10-15% Guided Earlier

For Sep'26 Qtr, Orient Electric Ltd reported revenue of INR 879 crores, representing 25.2% YoY growth. In prior quarters, management had guided for a 10% to 15% CAGR over a 3- to 5-year band in the Mar'26 Qtr concall, and reaffirmed a target of 14% to 15% CAGR to surpass INR 5,000 crores in the Jun'26 Qtr concall. Following the strong Sep'26 Qtr delivery, management upgraded its medium-term guidance, noting that current performance supports an expectation of delivering greater than a 15% CAGR, with an increasing emphasis on volume-led growth.