EMILNSEElectronics Mart India LimitedMediumNeutral
Announced Tue, 12 Aug · 18:31 IST

Electronics Mart India Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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

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AI summary

Electronics Mart India reported Q1 FY26 revenue of Rs. 1,739 crores with EBITDA of Rs. 110 crores (margin 6.3%) and PAT of Rs. 22 crores (Rs. 30 crores ex-exceptional items). Like-to-like sales declined 18% YoY, hurt by unseasonal rainfall that suppressed AC and cooler demand in core Telangana and Andhra Pradesh markets. A warehouse fire in Guntur caused Rs. 8 crores of inventory damage, fully insured and shown as an extraordinary item. The company expanded its network to 208 stores (197 MBOs, 11 EBOs) after adding 44 stores over the past year. Total borrowings fell from Rs. 983 crores to Rs. 689 crores, and pre-Ind AS operating cash flow was Rs. 390 crores. AC inventory is currently Rs. 250 crores higher than normal (around 89,000 units) and is targeted for liquidation by Q3. Management reaffirmed 15%+ revenue growth guidance for FY26 and plans to open 25–30 new stores.

Likely market impact

Near-term results were weak due to weather-driven softness in cooling products, but management is optimistic that July trends, festive demand, and maturing new stores will drive a strong recovery. The margin trajectory is expected to improve, and the significant debt reduction strengthens the balance sheet, which should support investor sentiment despite the soft quarter.