Macfos Limited

Sells electronic components and parts through the Robu.in e-commerce platform, listing over 100,000 SKUs from 150+ brand partnerships. The business runs on two pillars: Robu 1.0, a distribution arm that supplies components, modules and parts to retail buyers, contract manufacturers and other B2B customers; and Robu 2.0, a smaller proprietary line covering drones, the SmartElex brand and ProRange components such as sensors, 3D printing filaments and drone motors and propellers. Defence and government bodies have placed initial drone orders, but management has flagged these as low-volume and with a 1-2 year timeline to material impact. Average order value has risen from under ₹5,000 to about ₹7,300 in Q4 FY26, with the step-up attributed to corporate, repeat and B2G buying and to portfolio widening across IoT, drones, robotics and 3D printing. The FY26 cost mix disclosed is dominated by other operating expenses at 7.4% of revenue and employee costs at 4.1%, with capex at 0.8% of revenue. FY26 revenue stood at ₹308.77 crore and PAT at ₹25.65 crore, while Q3 FY26 alone saw 3.96 lakh orders from about 1.3 lakh customers.