External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>Aggregate revenue three-year CAGR at 10%: Our appliances coverage universe is expected to deliver three-year revenue CAGR of 10% YoY in Q1FY23 (vs -3% in Q1FY22 and 12% in Q4FY22)</li><li>During Q1FY23, cooling products sustained their demand momentum, with India (ex-south) seeing a strong summer</li><li>Demand for electrical construction materials has sustained a healthy trend, led by strong housing and home improvement demand</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Aggregate revenue three-year CAGR at 10%: Our appliances coverage universe is expected to deliver three-year revenue CAGR of 10% YoY in Q1FY23 (vs -3% in Q1FY22 and 12% in Q4FY22)During Q1FY23, cooling products sustained their demand momentum, with India (ex-south) seeing a strong summerDemand for electrical construction materials has sustained a healthy trend, led by strong housing and home improvement demandContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Consumer Durables - Demand Remains Strong; Margin Recovery on the Cards

External broker reports(aggregated public sources), Nirmal Bang

Nirmal Bang

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Equity Bottom-Up

<div><div><div><div><ul><li>The management highlighted that demand has softened mainly on account of early onset of monsoon in South India and inflationary pressure on consumer spending.</li><li>However, it expects the subdued trend to be transitory as Orient operates mainly in small-ticket items that are relatively less affected by an inflationary environment.</li><li>The management had employed a Direct-to-Dealer approach vs the Master Distributor approach in Odisha and Bihar as it was unable to find strong master distributors in these states.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The management highlighted that demand has softened mainly on account of early onset of monsoon in South India and inflationary pressure on consumer spending.However, it expects the subdued trend to be transitory as Orient operates mainly in small-ticket items that are relatively less affected by an inflationary environment.The management had employed a Direct-to-Dealer approach vs the Master Distributor approach in Odisha and Bihar as it was unable to find strong master distributors in these states.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Orient Electric - Market Share in Odisha and Bihar Doubles Under Direct-To-Dealer Approach

India

Orient Electric Limited manufactures consumer electrical products. The Company offers fans, lighting, home appliances, switchgear, circuit breaker, isolator, room heater, hand blender, and rice cooker. Orient Electric serves customers in India.

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Orient Electric Ltd (ORIENTEL IN)

Consumer Durables - Demand Remains Strong; Margin Recovery on the Cards

Aggregate revenue three-year CAGR at 10%: Our appliances coverage universe is expected to deliver three-year revenue CAGR of 10% YoY in Q1FY23 (vs....

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Consumer Durables - Demand Remains Strong; Margin Recovery on the Cards

Aggregate revenue three-year CAGR at 10%: Our appliances coverage universe is expected to deliver three-year revenue CAGR of 10% YoY in Q1FY23 (vs....

HDFC Securities

Orient Electric - Market Share in Odisha and Bihar Doubles Under Direct-To-Dealer Approach

The management highlighted that demand has softened mainly on account of early onset of monsoon in South India and inflationary pressure on...

Nirmal Bang