ORIENTELEC

What Orient Electric promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 3 delivered 4 missed 7 open
  • B2B Share of Lighting Revenue delivered said Q2 FY25 Promised: rise further from approximately 20% Q1 FY27: No new percentage split provided. B2B C-Loom grew by high single-digit while some tender business was consciously de-grown. Promise remains achieved.
  • Gross Margin missed said Q2 FY25 Promised: stabilize this and be in the same range [32.4%] Q1 FY27: GM at 29.8%, below the guided range of 32-34%. Management reiterates commitment to the range: 'we remain committed to come back closer to a 32% to 34% of gross margin'.
  • Working Capital Days at risk said Q2 FY25 Promised: maintain the working capital at these lower levels [~19 days] Q1 FY27: Working capital days improved to 25 days, down from over 30 in the previous quarter, but still above the original target of ~19 days.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Orient Electric — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens