Orian

Providing logistic, freight & custom services.

Sector: ServicesMarket cap: NIS 416M
All analyses

Analyses on Orian (1)

Orian 2025: Revenue Held Up, but the Economics of the Business Got Harder

Orian ended 2025 with a broader operating base but weaker business economics: revenue held up, margins compressed, and the balance sheet relied more heavily on funding to buy time for execution to improve.

March 19, 2026
Follow-up dives

Follow-up dives on Orian (3)

Follow-up

Orian After Hellmann and DB SCHENKER: Transition Noise or Structural Margin Pressure

Orian's move from DBSCHENKER to Hellmann is still an operational transition year, but economically 2025 already looks like margin pressure in import and export because part of the old network economics did not transfer intact into the new arrangement.

March 19, 2026
Follow-up

Orian After Series G: How Much Financing Headroom Is Really Left

Series G improved Orian's financing headroom mainly by buying time. By the end of 2025 cash had fallen, working capital was negative, and the covenant picture looked easier than the real economic room because it does not capture the full lease burden.

March 19, 2026
Follow-up

When Does Orian's Warehouse Platform Stop Diluting Earnings

Orian's storage platform stops diluting earnings only when its large underfilled sites, led by Kiryat Malakhi and Beit Hilkia, move from launch mode into stable fixed-cost absorption.

March 19, 2026