Pursuant to Regulation 30 of Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of Management Presentation ....
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Macfos Ltd, which operates the Robu.in specialty electronics e-commerce platform (robotics, drones, IoT, 3D printing parts), reported its Q1 FY2025-26 results via management presentation. Total revenue grew modestly to ₹59.86 crore from ₹57.32 crore YoY, but EBITDA rose sharply to ₹7.58 crore (up ~30% YoY) and PAT climbed to ₹5.04 crore (up ~26% YoY). EBITDA margin expanded from 10.16% to 12.66%, while orders served grew ~31% to 1.14 lakh, average order value rose to ₹5,196, and the SKU base expanded to 84,461. Management highlighted two strategic pillars — Robu 1.0 (strengthening the core distribution business via IT and supplier partnerships) and Robu 2.0 (developing own-brand products, with a focus on drones).
The margin expansion is the standout positive — earnings growing over 6x faster than revenue signals improving unit economics. For shareholders, this confirms operational leverage is kicking in even on flat revenue, and the doubling of annual revenue from ₹126 crore (FY24) to ₹257 crore (FY25) reinforces the strong growth trajectory. Watch for execution on Robu 2.0's own-brand monetisation.