EMILNSEElectronics Mart India LimitedMediumNeutral
Announced Fri, 22 May · 14:31 IST

Electronics Mart India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

EMIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+0.5%1-day move
₹115.40
prior close
₹124.17
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AI summary

Electronics Mart India reported Q4 FY26 revenue of Rs. 1,913 Crores (up 15% YoY) and FY26 revenue of Rs. 7,183 Crores (up 6.7% YoY). Q4 EBITDA margin improved 30 bps to 6.7%, though FY26 EBITDA margin contracted to 6.1% from 6.7% in FY25. The company added 23 net new stores in FY26, taking total count to 223 stores across 3 clusters. North cluster showed strong growth of 31% YoY in Q4 revenue. Mature stores (>4 years old) generate 7.3% EBITDA margin versus only 3.1% for non-mature stores, indicating significant operating leverage opportunity as newer stores mature. Working capital days improved dramatically from 176 to 51, and cash flow from operations reached Rs. 444 Crores in FY26. The company is expanding into Western UP while consolidating NCR presence.

Likely market impact

The presentation signals margin improvement ahead as 140 non-mature stores scale up, with management explicitly guiding for gradual EBITDA margin normalization. Strong cash generation and working capital improvement support continued store expansion plans. The stock benefits from consistent double-digit same-store sales growth and geographic expansion.