Orient Bell Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹213Cr
- +11.5% YoY
- +28.3% QoQ
- Net profit
- ₹6Cr
- +200% YoY
- +100% QoQ
- Margin
- 7%
- +2.5 pp YoY
- +1 pp QoQ
Guidance rank: #39 of 83 in Consumer Durables
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The short version
Orient Bell expects sustainable and profitable growth going forward, backed by improved operational efficiencies and strategic initiatives.
From Orient Bell Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Q4 FY '26 volumes grew by 7%, full-year volumes grew by 4.4%; revenues increased 7.5% (Q4) and 3.1% (FY '26).
- Management is optimistic for better financial year performance compared to the previous year but refrains from specific numeric guidance.
- Capacity utilization in Q4 was around 65%; with available capacity, the company can support future growth without significant additional capex.
- Price increases of nearly 20% were implemented in March-April to offset cost pressures; future price hikes depend on gas prices.
- Demand remains stable despite price hikes, as tiles represent a small portion (~1-2%) of overall project costs, and projects usually continue despite price changes.
2 more points from Orient Bell Ltd's call on revenue
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Profitability & Margins
Orient Bell expects sustainable and profitable growth going forward, backed by improved operational…
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Capital Expenditure Plans
- Orient Bell Limited does not require additional capex for capacity expansion in FY '27 as current capacity is sufficient.
- Capex planned for FY '27 is primarily maintenance-related, estimated around INR 10 crores ± INR 4-5 crores.
- No major new capacity investments are planned currently.
- The company remains focused on strengthening retail footprint and expanding new product lines (e.g., adhesives segment expanding geographically).
2 more points from Orient Bell Ltd's call on capex
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Top-ranked in Consumer Durables
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
Orient Bell Limited currently has a strong balance sheet with surplus cash and liquid investments.
Locked: what Orient Bell Ltd said on fundraising
Also locked on this page: margins
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Order Book & Pipeline
- It is mentioned that large projects and dealers had a "wait-and-watch" mode through April due to gas price volatility and other market uncertainties.
- Despite price increases, ongoing demand remains stable since tile costs constitute only 1-2% of overall project costs, and unfinished construction is unlikely due to tile price hikes.
- The company has seen a pickup in retail demand with 78% of revenue from retail, which has grown better compared to institutional orders.
2 more points from Orient Bell Ltd's call on order book
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Orient Bell Ltd — Quarterly revenue & net profit
Orient Bell Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 213 | 191 | +11.5% | 166 | +28.3% |
| Operating profit (EBITDA) | 15 | 9 | +66.7% | 10 | +50% |
| Operating margin | 7% | 4.5% | +2.5 pp | 6% | +1 pp |
| Profit before tax | 8 | 3 | +166.7% | 4 | +100% |
| Net profit (PAT) | 6 | 2 | +200% | 3 | +100% |
| EPS (₹) | 4.16 | 1.65 | +152.1% | 2.04 | +103.9% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹225 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Orient Bell's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Consumer Durables
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Orient Bell Ltd Q4 FY26 results?
Orient Bell expects sustainable and profitable growth going forward, backed by improved operational efficiencies and strategic initiatives.
What is Orient Bell Ltd share price analysis?
Orient Bell Ltd currently shows a neutral. The stock trades at a P/E of 38.2 with a market cap of ₹460 Cr. Investors should review the full earnings analysis for detailed insights.
Is Orient Bell Ltd planning capital expenditure?
Orient Bell Limited does not require additional capex for capacity expansion in FY '27 as current capacity is sufficient.
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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.