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 (Robu.in) shared its Q3 FY 2025-26 investor presentation alongside unaudited results. Revenue rose 71% year-on-year to ₹79.73 crore, EBITDA jumped 92% to ₹8.84 crore, and profit after tax grew 104% to ₹5.63 crore. EBITDA margin expanded to 11.09% (from 9.87%) and PAT margin to 7.06% (from 5.91%), showing improving profitability. The company operates an e-commerce platform for specialised electronic parts (drones, IoT, robotics, 3D printing) with over 1 lakh SKUs, 1.3 lakh customers served in Q3, and 3.96 lakh orders. Strategic focus is on two pillars: Robu 1.0 (core electronic distribution) and Robu 2.0 (own-brand products, especially drones, with defence-sector orders and trials underway). The company has delivered a 67% revenue and 45% EBITDA CAGR over the last three years, scaling from ₹7 crore in FY19 to ₹258 crore in FY25.
Strong quarterly beat with double-digit growth across revenue, profits, and margins reinforces the growth story for retail investors. Expanding drone vertical and defence engagement open a new high-margin growth avenue beyond the core distribution business.