ORIENTELEC

Ref: OEL/BSE-NSE/2026-27/29 July 22, 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 –June 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 ended June 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 Q1 FY27 July 22nd, 2026 Strategy in Action | Q1 FY27 Key Updates Emerging businesses continue to scale, strong performance in cooling category Innovation & Market Access, Operational Portfolio & Category Premiumisation Brand & Service Discipline Performance • Lighting: B2C grew High • Luminaires: 60% mix driven • E-COM & Exports: Double- • Pricing: Pricing Initiatives double-digit; growth by premiumisation and NPDs digit growth momentum undertaken across momentum in B2B; healthy categories • Premium mix: ~36% • DTM expansion: ~3,600 new enquiry pipeline contribution in fans driven by retailers added • Sanchay: Disciplined cost • Switchgear & Wires: Wires premiumisation focus actions yielded ~₹10 Cr • Brand visibility: Premium grew by >2X, double-digit savings in Q1 FY27 • NPD: Contributed ~30% to audience focus, strengthening growth in Switchgear fans revenue technology credentials via • Capitalising on fans-lighting • Fans: High double-digit airports, outdoor and digital ecosystem to cross leverage • BLDC fans: Grew ~36% driven growth driven by both MD & distribution by new innovative launches • Samvad 1: Continues to enable DTM states, leading to deeper consumer insights; AI- • Margin resilience: Operating market share gain led capabilities for faster leverage supported by cost • Appliances: Growth led by resolution optimisation initiatives double-digit growth in heating products 1) Customer Service enhancement initiative 2 Key Highlights | Q1 FY27 Strong Topline growth with sustained EBITDA expansion Revenue EBITDA PAT 7.0% margin ₹950 crore ₹31 Cr EBITDA grew by 44.5% YoY up 23.5% YoY up 79.7% YoY to ₹67 crore Working Capital Cycle Net Cash Gross Margin 29.8% 25 days ₹ 133 Cr 3 Financial Snapshot | Q1 FY27 One Orient : Accelerating Multi-Engine growth portfolio SALES ECD LIGHTING & SWITCHGEAR ₹950 Cr ₹669 Cr ₹281 Cr +23.5% YoY | +0.2% QoQ +22.7% YoY | +1.1% QoQ +25.4% YoY | -2.1% QoQ GROSS PROFIT EBITDA PBT ₹283 Cr ₹67 Cr ₹42 Cr +13.0% YoY | -3.6% QoQ +44.5% YoY | -13.9% QoQ +79.4% YoY | -21.9% QoQ 29.8% margin 7.0% margin 4.5% margin -277 bps YoY | -116 bps QoQ +102 bps YoY | -115 bps QoQ +139 bps YoY | -127 bps QoQ 4 Q1 FY27 Segment Highlights | ECD Sustainable market share gains driven by growth across channels Key Highlights Revenue (₹ Cr) EBIT (₹ Cr) & EBIT Margins • Fans outperformed the industry, driving market share gains +22.7% 6.8% 11.4% 8.7% • Both DTM & MD markets delivered +1.1% double-digit growth • BLDC fans grew ~36% YoY, continuing strong 661 669 momentum 545 • Premium products contribute ~36% of domestic ceiling fan mix • Calibrated price increases taken in Q1 FY27 75 • Appliances growth led by Water Heaters 58 37 • E-COM grew high double-digit, accelerating digital presence and wider consumer reach Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 • Exports witnessed high double-digit growth, expanding global presence 6 Q1 FY27 Segment Highlights | Lighting & Switchgear Emerging categories continue to fuel growth momentum Key Business Drivers Revenue (₹ Cr) EBIT (₹ Cr) & EBIT Margins • Consumer Lighting delivered double-digit +25.4% growth, driven by new product launches 17.4% 14.1% 15.0% and distribution expansion -2.1% • Premium mix at 60% (up 440 bps), reflecting sustained premiumisation 287 281 momentum • Emerging categories continued 224 acceleration : Wires more than doubled, while Switchgear & Switches sustained double-digit growth • Enhanced electrician engagement strengthened channel connect, driving 39 40 42 cross-selling across fans-lighting distribution networks Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 8 Industry First Innovations Aero O2 Aerosilent Ecotech Volt India’s First Oxygen India’s Most Built-in Battery Enriching Fan Silent Fan * Backup Fan Restores up to 90% Up to 10 hours Less than 50dB oxygen levels in 8 hours battery backup** *Based on independent laboratory testing of 1200mm fans **when operated at speed 1 Superior Design Credentials | Awards Award - Product Category Design leadership Ecotech Volt Aerosilent Ecotech Slim 3x Global design awards 11 New Product Launches Ecotech Volt Aerosilent Ballerina NIXA Distribution Board Cedar Harrier BLDC Apache Wall Stand Diamond Series 45 Meter Flame Retardant (FR) Hill Air Airflow Neo Neo New Product Launches | Lighting Lighting Portfolio Orismart K – Lite Aluminum Slim COB Mini Eco Driver Smart Panel Vivid Grace Radiant 10W Light Batten Smart Bulb LED Recess Adjustable Mirror 9W Panel Light Key Marketing Initiatives Fans Season Visibility Building Awareness for Wires • Launched India’s first innovations -Aero O2, Aerosilent • Digital Campaign with MS Dhoni promoting flexibility of Orient Wires • Targeted premium audiences with high impact placements across airports, OOH,OTT and digital • Focused influencer engagement strategy with • Presence on news channels for state elections in WB, TN and Kerala to drive regional salience Electrician community Profit & Loss Statement Particulars (in ₹ Crore) Q1 FY27 Q1 FY26 YoY% Q4 FY26 QoQ% Revenue from Operations 949.8 769.1 23.5% 948.3 0.2% COGS 666.7 518.5 28.6% 654.6 1.8% Gross Profit 283.1 250.6 13.0% 293.7 -3.6% Gross Margin % 29.8% 32.6% -277 bps 31.0% -116 bps Employee Expenses 84.5 76.3 10.7% 78.9 7.1% Other Expenses 132.0 128.2 3.0% 137.4 -3.9% EBITDA 66.6 46.1 44.5% 77.4 -13.9% EBITDA Margin % 7.0% 6.0% 102 bps 8.2% -115 bps Depreciation 18.8 19.5 -3.3% 19.6 -4.2% Financial Cost 5.7 5.5 5.3% 5.3 7.7% Other Income 4.4 2.5 75.8% 3.5 25.6% PBT before Exceptional Items 46.4 23.7 96.2% 55.9 -17.0% Exceptional Items* 4.0 0.0 - 1.5 0.0% PBT 42.5 23.7 79.4% 54.4 -21.9% Tax 11.0 6.1 78.7% 14.1 -22.3% Profit After Tax (PAT) 31.5 17.5 79.7% 40.3 -21.8% PAT Margin % 3.3% 2.3% 104 bps 4.2% -93 bps Earning Per Share in ₹ 1.48 0.82 79.7% 1.89 -21.8% 17 *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) Shareholder Information Stock Data Shareholding Pattern (June 30, 2026) Bloomberg Ticker ORIENTEL IN FIIs Other DIIs 3.3% 1.3% BSE Ticker 541301 NSE Ticker ORIENTELEC Promoters Mutual Funds 38.3% 31.2% Market Capitalization (₹ Crore) 3,744 – June 30, 2026 Others 25.9% No. of Shares Outstanding 21.34 (In Crores) 18 Thank You DISCLAIMER: Cautionary statement regarding forward-looking statements This presentation may contain certain forward-looking statements relating to Orient Electric Limited. (“OEL”, or “Company”) and its future business, development and economic performance. These statements include descriptions regarding the intent, belief or current expectations of the Company, its subsidiaries and associates and their respective directors and officers with respect to the results of operations and financial condition of the Company, subsidiary or associate, as the case may be. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to: (1) competitive pressures; (2) legislative and regulatory developments; (3) global, macroeconomic and political trends; (4) fluctuations in currency exchange rates and general financial market conditions; (5) delay or inability in obtaining approvals from authorities; (6) technical developments; (7) litigation; (8) adverse publicity and news coverage, which could cause actual development and results to differ materially from the statements made in this presentation. Company assumes no obligation to update or alter forward-looking statements whether as a result of new information, future events or otherwise. Any forward-looking statements and projections made by third parties included in this presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. This presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this presentation. This presentation may not be all inclusive and may not contain all the information that you may consider material. Any liability in respect of the contents of, or any omission from, this presentation is expressly excluded. This presentation and its contents are confidential and should not be distributed, published or reproduced, in whole or in part, or disclosed by recipients directly or indirectly to any other person. 19