BSEMacfos LtdMediumNeutral
Announced Wed, 29 Apr · 18:05 IST

Revised Investor Presentation is being submitted in supersession of the earlier Investor Presentation submitted vide our letter dated 29th April, 2026, which contained a clerical error. ....

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AI summary

Macfos Ltd (BSE: ROBU) submitted a revised investor presentation correcting a clerical error from an earlier version submitted on 29th April 2026. The correction involved restating the FY 2024-25 total customers served from 1,82,647 to 1,45,231 due to duplicate customer entries. The company, which operates Robu.in - an e-commerce platform for electronic components and parts - reported FY 2025-26 revenue of ₹311.74 crore (up 21% YoY), EBITDA of ₹38.97 crore (up 44% YoY), and PAT of ₹25.65 crore (up 43% YoY). Excluding a one-time bulk order of ₹71.38 crore from H1 FY 24-25, like-to-like revenue growth was 67%. EBITDA margin improved from 10.47% to 12.50%, while PAT margin improved from 7% to 8.23%. The company operates 100,000+ SKUs with 150+ brand partnerships.

Likely market impact

The correction of the customer count figure and the clerical error raises concerns about data accuracy in prior disclosures. Despite the restatement, underlying business metrics remain strong with improving profitability margins. Investors should note that the company has filed a revised presentation just a day after the original, which may affect confidence in the accuracy of previous filings.