Orient Electric’s Electrical Consumer Durables segment grew revenue by 7.5% in FY 2025–26 despite a muted summer and seasonal weakness in cooling categories

Orient Electric’s Electrical Consumer Durables segment grew revenue by 7.5% in FY 2025–26 despite a muted summer and seasonal weakness in cooling categories

The Electrical Post

Orient Electric is one of India ’s leading electrical consumer durables companies, with a diversified portfolio spanning fans, lighting, appliances, switchgear and wires. Over the years, the Company has built strong capabilities across product development, manufacturing, distribution and service, supported by a growing national and international presence. With an increasing focus on premiumisation, design and consumer relevance, Orient Electric is evolving into a more contemporary electrical solutions brand, aligned with changing consumer expectations and market opportunities.

Orient Electric is evolving into a more integrated and consumer-led organisation, built on a diversified portfolio and a shared approach to products, markets and capabilities. Through One Orient, we are bringing together our strengths in design, product development, distribution and brand to operate as one connected system, enabling more consistent execution and stronger outcomes across businesses.

“While the India story remains supported by strong structural drivers such as urbanisation, infrastructure development and rising aspirational consumption, the operating landscape remained dynamic and, at times, challenging. The year was marked by geopolitical uncertainties, volatility in commodity and energy prices and regulatory transitions. These factors exerted pressure across the sector, particularly on input costs and margins. In this context, we delivered a steady revenue growth of 7.5%, with revenue reaching INR 3,326.4 crore, alongside improved relative market performance in key categories. EBITDA grew by over 12.4% to INR 229 crore, supported by disciplined execution and cost control. Premiumisation remained a clear strategic priority through the year, with continued expansion of premium and value-added offerings across categories,” CK Birla, Chairman stated in the Orient Electric’s Annual Report for FY 25-26.

In Electrical Consumer Durables, performance remained stable despite a relatively muted seasonal demand, with the segment growing 5.6% for the year. This was supported by continued premiumisation and growth in BLDC fans, which grew by 47% and now contribute a meaningful share of the portfolio. New product introductions also accounted for nearly a quarter of fan revenues.

Exports remained an important lever in the business, while channels such as e-commerce and quick commerce also saw high double digit growth during the year, driven by a deeper play across categories.

Mr. Birla stated, that, Our Lighting and Switchgear business expanded as an important contributor to our overall performance, with the segment also delivering double digit growth during the year. In Lighting, we saw a favourable shift in the portfolio mix, with luminaires contributing nearly two-thirds of revenues. Switchgear and Wires continued to scale, with the wires business doubling on a smaller base. Together, these businesses are reinforcing our presence in structurally attractive and growing categories.

“Alongside portfolio expansion, we continued to strengthen our brand. Our approach remains focused on building a more cohesive and contemporary brand across categories, reflected in sharper product propositions, premiumisation and more unified communication. In line with evolving consumer consumption habits, we are increasingly shaping Orient Electric as a digital first brand, helping us engage more effectively with emerging consumer segments while reinforcing our relevance across markets,” he said.

“Looking ahead, our focus remains on strengthening our core, scaling emerging categories and expanding our presence across channels. As we continue to build on the ‘One Orient’ philosophy, it will further shape how we grow the portfolio, strengthen our brand and allocate capital to long term opportunities.” Mr. Birla concluded.

“The year unfolded in two distinct phases. The first half was impacted by a muted summer and seasonality in cooling categories, while momentum improved in the second half, supported by normalisation in demand conditions, continued strength in Lighting and improving contribution from Appliances and Wires. This was delivered against a backdrop of increasing geopolitical uncertainty and input cost pressures. Overall, this progression reflects a more balanced portfolio, with multiple growth drivers contributing to performance,” Mr. Ravindra Singh Negi, Managing Director & CEO at Orient Electric stated in the annual report.

Electrical Consumer Durables remains a core engine for Orient Electric. The segment grew 5.6% in FY 2025-26 despite a muted summer season, reflecting steady execution, portfolio premiumisation and improving momentum through the year.

Mr. Negi stated, In Fans, our focus remained on moving the portfolio up the value curve through energy efficiency, design and differentiated performance. BLDC fans continued to scale rapidly during the year and now contribute a meaningful share of the portfolio, while premium mix contributed around 34% of domestic ceiling fan sales. We continued to strengthen our flagship Aero Series through focused innovations such as Aero O2 and Aerosilent, built around clear consumer needs.

Brand is a critical enabler in our One Orient journey. While Orient Electric enjoys strong equity in Fans, the focus is on extending this trust into newer businesses while evolving our brand voice to remain relevant to a changing consumer base. During FY 2025-26, we made measurable progress in shaping a more contemporary and consistent brand voice, with communication moving towards more engaging and conversational formats, including a podcast style approach extended across Fans and Lighting. This created a unified identity across categories and improved brand consideration, particularly among younger consumers.
 

Published at : Oct 16, 2026 04:14 PM (IST)

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