ORIANA
2 deep-dives
Deep-dive research
Oriana Power — What Changed Post-Q1 FY27 Concall & Technical Breakdown
What Changed since the Jun 28 deep-dive. Stock fell to a fresh 52-week low (₹1,342) then bounced +6.9% to ₹1,474 on Aug 3 on the ₹3,135 Cr SECI green-ammonia PPA. Q1 FY27 concall reaffirms 40-50% revenue/PAT CAGR target with ₹7,000 Cr order book. P/E compressed to 11.9x vs industry 30.8x. Verdict: CAUTION — structurally intact, technically still bearish; early relief-rally only.
Oriana Power Ltd — Deep Dive Post FY26 Concall Analysis
Deep-dive on Oriana Power based on FY26 concall transcript (June 10, 2026). Revenue ₹1,814 Cr (+84%), PAT ₹252 Cr (+59%). ₹7,000 Cr order book, Actis monetization (238 MWp) in H1 FY27, BESS to be 40% of FY27 revenue, green ammonia PPA signed. P/E 12.8x vs industry 31x — deep discount. Verdict: CAUTION — Selectively Bullish long-term but NOT swingable (bearish technicals, -48% from high).