Pursuant to Regulations 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Please find enclosed herewith the transcript of the Earnings Conference ....
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Macfos Ltd reported FY 2025-26 revenue of INR312 crores with EBITDA of INR39 crores and PAT of INR25.65 crores. Excluding one-time bulk sales of INR71 crores from prior year H1, this represents strong 67% YoY revenue growth, 103% EBITDA growth, and 105% PAT growth. The company operates two segments: Robu 1.0 (electronics distribution) as the core business backbone, and Robu 2.0 (proprietary products including drones under SmartElex brand). Management highlighted that own-brand products command approximately 10% higher gross margins than regular distribution products. Average order value has increased from sub-INR5000 to INR6500-7000 due to market maturation and portfolio expansion. The company is seeing traction from B2B and B2G customers including government/defense engagements for drones, though management clarified this is currently low-value and low-volume. The company clarified data discrepancies in earlier presentations and emphasized inventory management as a key strength.
Strong execution with healthy margin expansion. The shift toward proprietary products (ROBU 2.0) with 10% margin premium provides a natural hedge against distribution margin pressure as the business scales. Defense sector engagement is early-stage and should be watched for material revenue contribution over the next 1-2 years.