Electronics Mart India Limited has informed the Exchange about Investor Presentation
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Electronics Mart India Limited (EMIL), the 4th largest electronics retailer in India, shared its Q1FY26 results via an investor presentation held on 5 August 2025. Revenue from operations stood at Rs. 1,739 crores, down 10% year-on-year, with EBITDA at Rs. 110 crores (down 31% YoY) and PAT at Rs. 22 crores (down 72% YoY), or Rs. 28 crores excluding an exceptional item. The company cited three reasons for the weak performance: a reclassification of ~Rs. 233 crores in supplier incentives from revenue to purchase cost, a 39% drop in air conditioner and cooler sales due to a weak summer, and an Rs. 8 crore inventory loss from a May 2025 fire incident at a godown. The company has 208 stores (197 MBO, 11 EBO) across 86 cities, with average ticket size at Rs. 23,017 and bill cuts of 722,000. North cluster margin stood at 3.6% versus South cluster at 6.7%, and management expects margin normalization as newer stores mature.
Negative near-term sentiment likely as revenue and profits declined sharply, but management's commentary on operating leverage and EBITDA margin normalization as NCR stores scale up offers a medium-term positive angle. Investors should watch for a recovery in seasonal categories (ACs/coolers) and insurance claim resolution on the fire loss.