Mumbai: Orient Technologies Q3FY26 results reflect a quarter marked by global supply-chain disruptions and semiconductor shortages, even as the company strengthened its long-term positioning through landmark contracts across government, utilities, pharma, and digital commerce segments.
Orient Technologies Ltd. announced its financial results for the third quarter and nine months ended December 31, 2025.
The Orient Technologies Q3FY26 update highlights persistent global supply-chain challenges, particularly affecting end-user computing (EUC) and data-center hardware availability.
Orient Technologies Q3FY26: Industry Headwinds Impact Margins
During Orient Technologies Q3FY26, acute shortages of semiconductor chipsets and sustained AI-led demand for advanced data-center infrastructure led to extended lead times and input cost inflation across servers, storage, and enterprise devices.
As a result, the company witnessed temporary margin pressure during the quarter. Additionally, the loss of a large hyperscaler cloud services client and associated OEM savings-plan costs impacted in-quarter revenue and profitability in Orient Technologies Q3FY26.
Despite these headwinds, the company continued to prioritize contractual commitments, customer continuity, and long-term strategic relationships.
Also Read: Orient Technologies Service Delivery Centre Launched in Turbe with Next-Gen NOC and SOC
Orient Technologies Q3FY26: Consolidated Financial Performance
- Revenue from operations stood at ₹200.10 crore in Orient Technologies Q3FY26 as against ₹206.85 crore in Q3 FY25.
- EBITDA was at ₹3.95 crore in Orient Technologies Q3FY26 as against ₹18.95 crore in Q3 FY25.
- Profit Before Exceptional Items and Tax was at ₹(0.81) crore in Orient Technologies Q3FY26.
9M FY26 Highlights
For the nine months ended December 31, 2025:
- Revenue from operations stood at ₹685.47 crore in 9M FY26 as against ₹578.85 crore in 9M FY25.
- EBITDA was at ₹43.24 crore in 9M FY26 as against ₹53.32 crore in 9M FY25.
- Profit Before Exceptional Items and Tax was at ₹32.49 crore in 9M FY26.
Segmental Revenue Mix in Orient Technologies Q3FY26
The contribution to revenue from operations for each vertical in Orient Technologies Q3FY26 was as follows:
- Telecommunication: 2.47%
- BSFI: 27.39%
- Govt & PSU: 19.19%
- ITeS: 19.17%
- Mid-Market & Others: 31.78%
Mid-market & Others includes healthcare, manufacturing, infrastructure, real estate, logistics, education, e-commerce, conglomerates, energy, and service industries.
Strategic Wins Strengthen Orient Technologies Q3FY26 Positioning
Despite supply-side constraints, Orient Technologies Q3FY26 was marked by multiple high-value contract wins that reinforce its services-led positioning.
Digital India Corporation Mandate
The company secured a three-year managed services contract from Digital India Corporation (DIC), with an average quarterly billing of ₹15+ crore.
The engagement covers end-to-end managed services for national digital platforms including UMANG and DigiLocker, spanning infrastructure, application support, security, scalability, and modernization.
This win strengthens Orient’s presence in mission-critical government digital infrastructure during Orient Technologies Q3FY26.
Hybrid Cloud Infrastructure – Leading Pharmaceutical Company
The company secured a ₹2.65 crore engagement to expand data-center storage and implement disaster recovery capabilities for a leading power utility, enhancing business continuity and compliance readiness.
Data Centre Expansion – Power Utility
Orient Technologies also secured a ₹2.65 crore engagement to expand data-center storage and implement disaster recovery capabilities for a leading power utility.
Quick Commerce Network Modernization
In the Quick Commerce segment during Orient Technologies Q3FY26:
- A leading player awarded a ₹2.8 crore SD-WAN-as-a-Service contract to improve network visibility and dark-store uptime.
- Another company placed a ₹6 crore order for a complete network stack, including firewall and Wi-Fi solutions for warehouse operations.
Turbe Service Delivery Centre Launched
Orient Technologies Limited inaugurated a state-of-the-art Service Delivery Centre (SDC) in Turbe, Navi Mumbai, equipped with advanced NOC and SOC capabilities.
The facility enables 24/7 infrastructure monitoring, proactive threat detection, digital forensics, and performance management through a high-availability, automation-driven architecture.
Designed to support multi-vendor, cloud, cybersecurity, and end-user environments, the SDC provides a secure, scalable platform aligned with global compliance standards.
Also Read: Orient Technologies Q2 FY2026 Revenue Rises 22.25 Per Cent, H1 Growth at 30.48 Per Cent
Commenting on the results, Ajay Sawant, Chairman & Managing Director, Orient Technologies Ltd., said: “Q3 was a challenging quarter for the industry, driven primarily by global semiconductor shortages and supply-chain disruptions affecting end-user computing and data-centre hardware. AI-led data-centre investments globally have absorbed a disproportionate share of advanced chip capacity, resulting in extended lead times and pricing pressures across mainstream enterprise infrastructure.
During the quarter, we faced non-availability of critical hardware components. Despite cost inflation, we executed several contractually committed orders to honour long-standing customer relationships. While this created temporary margin pressure, it strengthened trust and reinforced our credibility as a dependable partner.
On the services side, the loss of a large hyperscaler cloud services client had an immediate impact on revenue and margins. Additionally, we absorbed OEM savings-plan costs associated with this client without corresponding revenue.
We expect supply-side challenges to continue into Q4. However, our strategic focus on managed services, subscription-led models such as DaaS, cybersecurity, and unified infrastructure management positions us well for recovery and margin normalization.
We remain committed to disciplined execution, strengthening OEM partnerships, and building long-term enterprise relationships. We thank our customers, employees, and shareholders for their continued trust as we navigate short-term headwinds while staying firmly focused on sustainable value creation.”
Orient Technologies Q3FY26: Bonus Issue Update
The Board of Directors, at its meeting held on January 6, 2026, approved and allotted 41,64,174 Bonus Equity Shares of ₹10 each in a 1:10 ratio to eligible shareholders as on January 5, 2025.
Following the allotment, the company’s paid-up equity share capital increased from ₹41.64 crore (4,16,41,742 shares) to ₹45.81 crore (4,58,05,916 shares).
