Orient Technologies Limited — Q1FY27 earnings call summary

Filed 19 August 2026 · Official transcript

Order book at 375.43 Cr, up from 200 Cr in Q4 FY26; billing expected mainly in Q3-Q4 FY27
IPO capex utilization at 35 Cr remaining, expected to be deployed in next quarters
Q1 FY27 revenue 201.92 Cr, +9.7% QoQ; EBITDA 15.42 Cr, +161% QoQ; EBITDA margin 7.57%, +438 bps QoQ; PAT 5.17 Cr vs loss in Q4 FY26
Sustainable EBITDA margin expected around current levels due to operational efficiency and margin-led deals
OHMS 2.0 offers outcome-based managed services with cost savings; DaaS gaining traction as OPEX model
Annuity revenue at 23%, targeted to reach 51% over 3 years via NOC/SOC and managed services
Strategic focus on managed services, cybersecurity, cloud, and unified infrastructure management
Cybersecurity business growing with SOC center at Turbhe and partnership with Securonix