olivLaw · European equity research
Orient Telecoms Plc ORNT.L
United Kingdom · London Stock Exchange · ISIN GB00BYPHCZ29 · Vertical: Listed companies from United Kingdom
Orient Telecoms Plc provides managed connectivity and telecommunications services to operators and enterprise customers, using third-party network infrastructure in a capital-light model. In the year ended 31 March 2026, revenue rose 43 percent to £309,991 and the net loss narrowed sharply from the prior year, making the trajectory of this small managed-connectivity provider relevant as demand for outsourced network services grows.
At the close of 30 Oct 2026, Orient Telecoms Plc (ORNT.L) stock was 0.00 GBP (+0.00% on the day), with 52-week range 0.00–0.05 GBP.
Data as of · AI analysis dated · Source: ESEF annual reports and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 45.0
- weak (30–45)
- Bollinger (20, 2)
- -0.03 – 0.05
- in the lower half of the band · %B 0.36 · band width 666.4%
- SMA 50 / 200
- 0.02 / unavailable
- MACD (12, 26, 9)
- -0.01 / -0.01
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | EURO STOXX 50 | vs EURO STOXX 50 | Vertical median | |
|---|---|---|---|---|
| 1 month | −99.0% | −2.2% | −96.8 pp | — |
| 3 months | 0.0% | −3.6% | +3.6 pp | — |
| 6 months | unavailable | +4.2% | unavailable | — |
| Year to date | −98.9% | +5.8% | −104.7 pp | — |
| 1 year | unavailable | +7.6% | unavailable | +9.8% |
| 3 years | −99.4% | +51.0% | −150.4 pp | +32.4% |
| 5 years | unavailable | +44.2% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
ESEF annual reports carry no quarters: the results are annual (below).
E/P over time
EPS unavailable in the issuer's structured filings (e.g. a partnership reports per unit, not per share).
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 376.6 k | 216.1 k | 310.0 k |
| Revenue YoY | unavailable | −42.6% | +43.5% |
| Net income | 26.4 k | -240.2 k | -77.0 k |
| Net income YoY | unavailable | −1,009.0% | unavailable |
| Diluted EPS | unavailable | unavailable | unavailable |
| Diluted EPS YoY | unavailable | unavailable | unavailable |
| net % | 7.0% | -111.2% | -24.8% |
| Free cash flow | unavailable | 249.2 k | -501.3 k |
Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 48.6 k GBP
- Financial debt
- unavailable GBP
- Net debt
- unavailable GBP
- Equity
- 214.1 k GBP
- Total assets
- 395.5 k GBP
- Debt / equity
- unavailable
- Current ratio
- 2.09x
- ROE
- -29.7%
- ROA
- -13.2%
- FCF margin
- -161.7%
Financial statements (source on every figure)
Revenue and net income (GBP)
Margins
Income statement · GBP
| Line | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|
| Revenue | 376.6 k | 216.1 k | 310.0 k | esef· 02 Sept 2026verified |
| Cost of revenue | 40.3 k | 47.9 k | 112.9 k | esef· 02 Sept 2026verified |
| Gross profit | 336.3 k | 168.2 k | 197.1 k | esef· 02 Sept 2026verified |
| Operating income | 45.9 k | -232.4 k | -85.7 k | esef· 02 Sept 2026verified |
| Interest expense | 8.8 k | 3.0 k | 1.9 k | esef· 02 Sept 2026verified |
| Pre-tax income | 45.4 k | -232.2 k | -77.0 k | esef· 02 Sept 2026verified |
| Income tax | 19.0 k | 8.0 k | 0 | esef· 02 Sept 2026verified |
| Net income | 26.4 k | -240.2 k | -77.0 k | esef· 02 Sept 2026verified |
Balance sheet · GBP
| Line | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|
| Cash | 336.4 k | 565.1 k | 48.6 k | esef· 02 Sept 2026verified |
| Receivables | — | 173.2 k | 329.7 k | esef· 02 Sept 2026verified |
| Current assets | 644.5 k | 738.3 k | 378.3 k | esef· 02 Sept 2026verified |
| Property, plant & equipment, net | 0 | 2.2 k | 1.9 k | esef· 02 Sept 2026verified |
| Total assets | 694.7 k | 773.8 k | 395.5 k | esef· 02 Sept 2026verified |
| Current liabilities | 120.7 k | 453.7 k | 181.3 k | esef· 02 Sept 2026verified |
| Equity | 540.9 k | 304.8 k | 214.1 k | esef· 02 Sept 2026verified |
Cash flow · GBP
| Line | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|
| Operating cash flow | 87.6 k | 251.7 k | -501.3 k | esef· 02 Sept 2026verified |
| Capex | — | 2.5 k | 0 | esef· 02 Sept 2026verified |
| Free cash flow | — | 249.2 k ≈ | -501.3 k ≈ | esef· 02 Sept 2026derived |
| Investing cash flow | — | 2.5 k | 0 | esef· 02 Sept 2026verified |
| Financing cash flow | -81.0 k | -20.4 k | -15.2 k | esef· 02 Sept 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- indicators available: 3 of at least 6
- score weight coverage: 16.7% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
30 Oct 2026Source: olivLaw, closing series
Market cap: unavailable
Key indicators
Coverage and freshness
Score by group
17% · Insufficient data
Estimated value range
unavailable — no valuation assumptions for the reporting currency
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
Assumptions (illustrative, editorial)
- Risk-free rate
- 6.5%
- Equity risk premium
- 6.0%
- Beta (default)
- 1.00
- Cost of equity
- 12.5%
- Terminal growth
- 3.0%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 3 of at least 6; score weight coverage: 16.7% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -24.8% | 17 (vs peers) | 38% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | -46.2x | 0 (on a fixed band) | 38% |
| Current ratio · Balance sheet | 2.1x | 100 (on a fixed band) | 25% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet40/100 · 2/3 factors with a value
- Growth· partialunavailable · 0/2 factors with a value
- Quality· partial17/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
ORIENT TELECOMS PLC (ORNT.L). Latest full fiscal year: 2026; data up to 2026-03-31.
Figures computed from the financial statements: revenue 310.0 k GBP in 2026; YoY growth 43.5%; net margin -24.8%; ROE -29.7%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 3 of at least 6; score weight coverage: 16.7% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 2.1x
What contradicts it
- Net margin: -24.8%
- Interest coverage: -46.2x
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, Net debt / EBITDA, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Listed companies from United Kingdom · same country · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| BATS.LBritish American Tobacco P.L.C. | 101.6 bn | 13.2 | 16.5% | 30.3% | −1.0% | +18% / +87% |
| ABF.LAssociated British Foods PLC | 13.9 bn | 13.6 | 9.2% | 5.3% | −3.1% | −16% / −5% |
| 0EV1.LCarnival PLC | 5.4 bn | 4.0 | 46.7% | 13.4% | +6.4% | unavailable / unavailable |
| BAB.LBabcock International Group PLC | 5.1 bn | 24.8 | 34.7% | 4.1% | +7.2% | −16% / +162% |
| AUTO.LAutotrader Group PLC | 4.6 bn | 15.8 | 60.2% | 47.1% | +3.9% | −31% / −13% |
| BBY.LBalfour Beatty PLC | 4.3 bn | 16.5 | 23.2% | 2.8% | +15.2% | +28% / +177% |
| ABDN.LAberdeen Group PLC | 4.0 bn | 10.4 | 8.0% | 28.9% | −2.1% | +9% / +41% |
| BKG.LThe Berkeley Group Holdings PLC | 3.3 bn | 10.5 | 8.8% | 13.4% | −4.2% | −14% / −17% |
| BME.LB&M European Value Retail PLC | 2.8 bn | 16.9 | 21.2% | 2.8% | +3.7% | +53% / −48% |
| AJB.LAj Bell PLC | 2.4 bn | 22.7 | 49.9% | 33.1% | +18.0% | +8% / +129% |
| ASHM.LAshmore Group PLC | 1.5 bn | 14.9 | 13.1% | 71.6% | −0.1% | +19% / +32% |
| BCG.LBaltic Classifieds Group PLC | 1.1 bn | 21.6 | 15.8% | 57.6% | +6.9% | −99% / −99% |
| APN.LApplied Nutrition PLC | 736.0 m | 34.9 | 41.2% | 19.7% | +24.2% | +70% / unavailable |
| BAG.LA.G. Barr P.L.C. | 647.4 m | 13.9 | 14.4% | 10.8% | +4.0% | −13% / +18% |
| ASC.LAsos PLC | 513.0 m | — | -81.3% | -12.0% | −14.7% | +69% / +9% |
| ALFA.LAlfa Financial Software Holdings PLC | 493.3 m | 16.5 | 61.5% | 23.8% | +15.3% | −27% / +11% |
| AML.LAston Martin Lagonda Global Holdings PLC | 375.9 m | — | -93.4% | -39.2% | −20.6% | −39% / −83% |
| APTD.LAptitude Software Group PLC | 112.5 m | 28.7 | 7.2% | 6.2% | −7.3% | −32% / −12% |
| AMGO.LAmigo Holdings PLC | 11.6 m | — | — | — | −81.9% | +560% / +519% |
| ASBE.LAssociated British Engineering PLC | 605.3 k | — | -19.1% | — | unavailable | unavailable / unavailable |
| AMIF.LAmicorp Fs (uk) PLC | 269.5 k | 0.2 | 27.5% | 9.1% | +8.1% | unavailable / unavailable |
| AAF.LAirtel Africa PLC | — | — | 24.1% | 10.6% | +29.5% | −6% / +129% |
| AAL.LAnglo American PLC | — | — | -19.3% | -20.2% | +4.5% | +29% / +80% |
| ACG.LAcg Metals Limited | — | — | -80.3% | -32.0% | +134.8% | +50% / +48% |
| AEP.LAnglo-Eastern Plantations PLC | — | — | 16.1% | 19.5% | +25.0% | +11% / +117% |
1- and 3-year price returns: for ORNT.L from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Orient Telecoms Plc provides managed connectivity and telecommunications services to operators and enterprise customers, using third-party network infrastructure in a capital-light model. In the year ended 31 March 2026, revenue rose 43 percent to £309,991 and the net loss narrowed sharply from the prior year, making the trajectory of this small managed-connectivity provider relevant as demand for outsourced network services grows.
SWOT
Strengths
- Capital-efficient business model based on third-party networks, with no external bank borrowings at the reporting date.
- Revenue growth and a sharp reduction in the net loss in the year ended 31 March 2026.
- Relationships with customers and network partners, described by management as a foundation of operations.
Weaknesses
- Small scale and dependence on a few key customers, a risk acknowledged by management.
- Material fall in cash during the year due to working capital and current obligations.
- Reliance on an executive director with specific experience, whose loss could affect business continuity.
Opportunities
- Growing outsourcing of connectivity to specialised providers and demand for higher-value managed services.
- Development of regional digital infrastructure, including data centres, could open new markets.
- Integration of automation and AI-based tools could improve service quality.
Threats
- Competitive pressure could reduce prices and margins in the managed services sector.
- Cybersecurity incidents could affect operations and the company's reputation.
- Macroeconomic uncertainty could slow customer investment and delay collections.
Risks
- Customer concentrationhigh
A meaningful share of revenue could come from a few customers. The loss of an important customer could materially affect results and cash flows.
- Liquidityhigh
The fall in cash and any delays in collections could limit the Group's financial flexibility in the period ahead.
- Dependence on managementmedium
Losing the executive director with specific experience could affect operations and strategy.
- Credit riskmedium
Customers are generally granted payment terms of 30 to 45 days. Late payments could reappear if receivables monitoring weakens.
- Technological and regulatory changelow
Rapid technological change and regulatory requirements could necessitate additional investment to remain competitive.
Investment thesis
What would need to be true (bull case)
- If demand for managed connectivity keeps growing, the Group could benefit from recurring revenue in international and managed broadband services.
- A recovery in results, with the net loss narrowing and costs better controlled, could show the capital-efficient model is working.
- The absence of external bank borrowings could give the company room to fund growth if cash stabilises.
What would break the thesis
- The fall in cash during the year could signal liquidity pressure that limits growth capacity.
- Dependence on a few customers and a key executive could make results vulnerable to single events.
- In a competitive sector, pressure on prices could limit revenue and margin growth.
What to watch
- Development of international managed services and managed broadband revenuenext 10-K
- Level of cash and working capitalnext 10-K
- Customer concentration and bad debt write-offs2027
- Stability of executive leadership after a director resigned in May 20262027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
The Group delivers managed telecommunications and connectivity services, leveraging third-party networks to provide scalable, high-speed solutions to enterprise customers and telecommunications operators in the region, with a focus on Southeast Asia. Its business model is built on a capital-efficient approach that reduces the need for major infrastructure investment. The company aims to strengthen its regional position by expanding managed network solutions and developing long-term customer relationships. Revenue comes mainly from international managed services and managed broadband solutions 1.
Financial performance in fiscal 2026 shows an operational recovery: the net loss fell to £77,030 and loss per share improved to 0.77 pence from 2.40 pence a year earlier. Growth was supported by new and existing customers, lower staff and consultancy costs, and a significant reduction in bad debt charges 1.
On the balance sheet, the Group had no external bank borrowings at the reporting date and its liabilities-to-equity ratio declined. However, cash fell materially during the year because of working capital movements and ongoing operational commitments 1.
Segments
International managed services
This segment contributed notably to revenue growth in fiscal 2026, alongside managed broadband services. The report cites growing demand for these services as a positive driver of performance 1.
Managed broadband
Managed broadband services supported Group revenue in the year ended 31 March 2026. Management intends to expand recurring service revenue and pursue higher-value managed segments 1.
Managed connectivity for enterprise customers
Enterprise customers and telecommunications operators form the Group's customer base. The report indicates rising customer interest in managed connectivity solutions, though it gives no detailed revenue breakdown by segment 1.
Market context
Management describes the managed telecommunications and connectivity services sector as growing, as companies outsource network management and seek efficiency, reliability and reduced complexity. Wider adoption of cloud services, remote working and AI-driven applications could accelerate demand for low-latency network infrastructure 1. The report does not quantify the market size.
The market is nonetheless competitive, with pricing, service quality and technological capability defining positioning. The company says regional digital infrastructure development, including data centres, could create opportunities for providers able to support evolving customer requirements 1.
Trends
- Outsourcing of connectivitytailwind
Companies increasingly prefer to outsource network management to specialised providers, creating opportunities for managed service providers, according to management 1.
- Cloud, remote working and artificial intelligencetailwind
Growth in cloud services, remote working environments and AI applications could accelerate demand for fast, low-latency networks, an advantage for managed connectivity providers 1.
- Cybersecuritymixed
Organisations seek trusted providers for secure and stable network operations. Security incidents could however disrupt operations and customer confidence, requiring continued investment in controls 1.
- Macroeconomic uncertaintyheadwind
Management acknowledges broader economic uncertainties that could slow customer investment in digital transformation and affect payment timing and demand for new services 1.
Competitive position
The Group operates in a sector described as highly competitive, where participants differentiate on price, service quality, technological capability and customer experience. Competitive pressure could reduce margins and market share 1.
The sources analysed do not name competitors, so the list below reflects only supplier categories implied in the report, without comparable financial data.
- Managed telecommunications service providers
General category of managed connectivity providers competing on price and service quality, referenced in the report without names.
- Regional telecommunications operators
Local operators may offer connectivity directly to enterprise customers, an alternative to the Group's managed services.
- Cloud infrastructure and data centre providers
Development of regional data centres may attract customers who prefer integrated connectivity solutions.
- IT integrators and cybersecurity providers
These firms may compete for the same enterprise customers when connectivity is bundled with security services.
News & filings
In the press
No news in our archive over the last 180 days.
Annual reports (ESEF)
- Annual report 202602 Sept 2026
- Annual report 202528 Aug 2025
Sources
- [1] Annual report, fiscal year ended 2026-03-31 (ESEF) · SEC / Orient Telecoms Plc · 31 Mar 2026
Figures computed by olivLaw from ESEF annual reports and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.