Orient Bell Limited has issued a comprehensive clarification to stock exchanges regarding recent media reports about its digital logistics transformation partnership with Traqo. The clarification comes in response to queries from BSE and NSE following a news article published on March 12, 2026.

Partnership Details and Timeline

The company confirmed that Traqo was onboarded as a vendor through standard business processes in December 2024. The current arrangement is scheduled to continue until March 31, 2026, with all negotiations having taken place during the initial onboarding phase.

Regulatory Compliance Statement

Orient Bell emphasized that there are no specific negotiations, events, or material developments requiring disclosure under Regulation 30 of the SEBI (LODR) Regulations, 2015. The company clarified that it had no role in the newspaper publication that prompted the exchange queries.

Key regulatory clarifications include:

• No undisclosed information that could explain trading movements
• All material events disclosed timely as per applicable regulations
• No regulatory or legal proceedings related to this matter
• Transactions conducted on arm's length basis in normal course of business

Market Impact Assessment

The company stated that the news article does not pertain to any specific undisclosed event or development. Orient Bell confirmed there is no material impact from the article on its operations or financial position. Any price or volume movements in the company's shares are described as completely market-driven.

Official Response Framework

The clarification was signed by Yogesh Mendiratta, Company Secretary & Head – Legal, and submitted to both exchanges on March 12, 2026. The company reiterated its commitment to maintaining transparency and making timely disclosures of all material events as required under applicable regulations.

This regulatory filing demonstrates Orient Bell's proactive approach to addressing market speculation and maintaining compliance with disclosure requirements while clarifying the routine nature of its vendor relationship with Traqo.

Orient Bell has formally disclosed receiving force majeure communications from GAIL India Limited, its gas fuel supplier at the Sikandrabad plant in Uttar Pradesh. The disclosure, made pursuant to SEBI Listing Regulations on March 11, 2026, reveals significant operational constraints linked to ongoing geopolitical developments in the Middle East region.

Force Majeure Declaration Details

GAIL India Limited has declared force majeure under the Gas Sale Agreement, citing the ongoing war in the Middle East region as the primary cause. The declaration affects gas supply to all industrial customers and aligns with potential directives from the Ministry of Petroleum & Natural Gas.

Production and Pricing Impact

The Sikandrabad plant will face restricted gas supply at 80% of its past 6-month average gas consumption, subject to operational availability. Any gas consumption above the prescribed limits will be invoiced as per applicable contractual terms and conditions.

Orient Bell expects this development to have a temporary and partial impact on production activities at the facility. However, the company has assured that dispatches continue in the normal course of business due to existing inventory levels.

Company Response and Assessment

The company is actively evaluating the situation to minimize operational impact. Orient Bell has stated it cannot currently ascertain the potential quantum of loss or damage, noting that based on current assessment, it is not in a position to determine or quantify any material impact on business operations at this stage.

The company has committed to closely monitoring the situation and providing further updates as material developments occur. The disclosure emphasizes that existing inventory levels are supporting continued dispatch operations despite the supply constraints.