Oriana Power Ltd
Oriana Power Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #9 of 58 in Electrical Equipment
See the sector's top 10 — free with your mobile number.
The short version
Oriana aims for strong year-on-year growth across generation, storage, and consumption segments. Oriana targets consistent year-on-year growth in generation, storage, and consumption businesses, aiming to double growth compared to last year, subject to market conditions.
From Oriana Power Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Oriana aims for strong year-on-year growth across generation, storage, and consumption segments.
- Targeting revenue of over ₹2,000 crore with plans to surpass current PAT margins, aiming for 2x growth subject to market conditions.
- FY26-FY28 projected to exceed ₹1,000 crore revenue by 2028.
- The company has a healthy order book extending up to FY 2027.
- Revision of BESS targets increased from ~3.5 GWh to ~20 GWh by 2030, reflecting aggressive expansion.
- Expansion into new segments like battery storage, consumption-side sales, molecules (e.g., green hydrogen/ammonia), and data centers (with a 100 MW target for 2030).
2 more points from Oriana Power Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Oriana Power Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Target of 100 MW data center capacity by 2030; currently planning and understanding the industry (Page 18).
- Increasing Battery Energy Storage System (BESS) targets from ~3.5 GWh to ~20 GWh by 2030, with a mix of EPC (~10 GWh), build-own-operate (~5 GWh), and recycling (~5 GWh) (Pages 10, 15, 17).
- Developing a green ammonia project (60,000 MTPA) expected to generate revenue from 2028 with an IRR around 23–24%, better than solar EPC or IPP (Page 15).
- Strategic investments in horizontal diversification: battery storage, consumption-side sales, and molecules to support growth and margins (Page 21).
- Focus on strategic land development near power substations for project efficiency and transmission loss reduction (Page 10).
2 more points from Oriana Power Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Oriana Power Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Oriana Power has a strong order book secured until FY 2027, indicating healthy project visibility.
- The company has a pipeline of over 2 GW of solar capacity.
- Battery Energy Storage System (BESS) projects stand at 800+ MWh completed recently, with a pipeline targeting 2 GWh in the coming year.
- The BESS order book includes over 1 GWh of orders in hand and more than 2.8 GWh in the pipeline.
- As of now, Oriana Power's order book ensures project execution capacity to be a GW Company by March 2026.
2 more points from Oriana Power Ltd's call on order book
Create a free account to keep reading this call
Continue your research
What Oriana Power Ltd's management said in earlier quarters
Others in Electrical Equipment this season
- Inox Wind Ltd (Q2 FY26)
200 crore. Key concall takeaways from Inox Wind Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
- Prostarm Info Systems Ltd (Q2 FY26)
Q2-FY26 Revenue from Operations: INR 659 Mn, down 33.1% YoY (Q2-FY25: INR 985 Mn) . Key investor presentation takeaways from Prostarm Info Systems Ltd's Q2 FY26
- Power & Instrumentation (Gujarat) Ltd (Q2 FY26)
Net Sales: ₹70.27 Cr (up from ₹54.93 Cr in Q2 FY25) — approx. Key investor presentation takeaways from Power & Instrumentation (Gujarat) Ltd's Q2 FY26 investor
- Triveni Turbine Ltd (Q2 FY26)
The outstanding order book is at a record ₹22.2 billion, which is 24% higher year-over-year. Key concall takeaways from Triveni Turbine's Q2 FY26 earnings call…
Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Oriana Power Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Oriana Power Ltd Q2 FY26 results?
Oriana aims for strong year-on-year growth across generation, storage, and consumption segments. Oriana targets consistent year-on-year growth in generation, storage, and consumption businesses, aiming to double growth compared to last year, subject to market conditions.
What is Oriana Power Ltd share price analysis?
Oriana Power Ltd currently shows a neutral. The stock trades at a P/E of 10.4 with a market cap of ₹2,637 Cr. Investors should review the full earnings analysis for detailed insights.
Is Oriana Power Ltd planning capital expenditure?
Target of 100 MW data center capacity by 2030; currently planning and understanding the industry (Page 18).
Keep Oriana Power Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.