Pursuant to Regulation 30 of Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of Investor Presentation ....
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Macfos Ltd (BSE: ROBU), operator of the Robu.in e-commerce platform for electronic and robotic parts, shared its audited FY25 results through an investor presentation. Revenue doubled to ₹257.68 crore (up 104% YoY from ₹126.36 crore), while EBITDA grew 61% to ₹27.00 crore and PAT rose 65% to ₹17.94 crore. The 3-year CAGR stands at 67% in revenue, 45% in EBITDA, and 45% in PAT. Customers served rose to ~3.96 lakh (from ~3.10 lakh) and average order value increased to ₹4,632 (from ₹4,028), while very slow-moving inventory dropped to 2.64% of total stock. Margins, however, compressed: EBITDA margin slipped to 10.47% (from 13.27%) and PAT margin to 7.00% (from 8.61%), as the company added over 50,000 new SKUs weighted toward small, low-cost items. Management outlined two strategic pillars: Robu 1.0 (core electronics distribution, supply chain speed, corporate customer reach) and Robu 2.0 (in-house branded products, especially drones, with ~₹40 lakh R&D spend and 186 new own-brand SKUs launched in FY25).
Strong topline growth and improving operating scale are positive for shareholders, but the visible margin compression signals rising input or mix costs that investors should track. The Robu 2.0 pivot toward own-brand drone and electronics products sets up a longer-term growth story that could support the stock if execution holds.