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Earnings Call

Affordable Robotic & Automation Earnings Call: Key Takeaways

ARAPL reported a turnaround in FY26, shifting from a consolidated loss to profitability with improved EBITDA margins (~14.2%) driven by selective project execution and cost actions.

Highlights
Revenue growthConsolidated Net Revenue ₹11,767 Lakhs for FY26.
MarginsConsolidated EBITDA margin at ~14.2%; standalone expanded from 8.96% to 14.45%.
Order bookConfirmed order book of ₹12,716 Lakhs; ₹36 Crore in lease model.
Demand visibilityEngagement expanded with Fortune 50 customers; pipeline of ₹60 Crore in outright sales.

Growth

Consolidated Revenue stood at ₹11,767 Lakhs. PAT turned positive at ₹697 Lakhs vs loss of ₹1,165 Lakhs in FY25.

Outlook

Confirmed order book of ₹12,716 Lakhs as of May 2026; targeting scalable revenue growth in FY27+.

Risks

Lower revenues in standalone business compared to previous year due to prioritizing high-quality, profitable projects over volume.

Last quarter's promises, checked

Delivered

  • Guided standalone turnaround to profitability → delivered ₹94 Lakhs PAT (= BEAT)
  • Guided consolidated EBITDA expansion to ~10.7% → delivered ~14.2% (= BEAT)
  • Guided 30% reduction in material/employee costs → delivered 28-31% reduction (= BEAT)

Partly delivered

  • Guided order book of ~₹130 Cr by Dec 2025 → delivered ₹127.16 Cr by May 2026 (= PARTIAL)

Missed

  • Guided revenue at par with previous year → delivered ₹117.67 Cr vs ₹113.84 Cr (Standalone missed volume targets) (= MISS)
Source

Earnings Call filed with NSE, NSE: AFFORDABLE. Summary written with AI assistance from the document.

Read the document ↗

Affordable Robotic & Automation Ltd: key numbers

Share price
₹178.25
Market cap
₹200.5 Cr
Revenue (annual)
₹117.7 Cr
Net profit (annual)
₹6.97 Cr
P/E (TTM)
34.2×Sector 53.6×
Promoter holding
41.41%-2.23% QoQ
FII holding
1.09%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Affordable Robotic & Automation Ltd

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20:09 IST BSE
Promoter Buying

Affordable Robotic & Automation Promoter Buying: ₹0.2 Cr

Priyanka Padole, belonging to the Promoter Group, acquired 11,338 equity shares via open market purchase. The transaction value amounts to approximately ₹0.20 Crore.

Value
₹0.20 Cr
Promoter stake change
+0.09%
16:38 IST NSE
Capital Structure Change

Affordable Robotic & Automation Capital Structure Change

Affordable Robotic & Automation Limited allotted 10,93,750 warrants and 8,20,000 equity shares via conversion to its promoter, aggregating to ₹36.74 Crore for debt adjustment.

Value
₹36.74 Cr
15:43 IST BSE
Promoter Buying

Affordable Robotic & Automation Promoter Buying: ₹0.23 Cr

Promoter Priyanka Padole bought 13,587 shares of Affordable Robotic & Automation on NSE for ₹0.23 Cr. Her stake rose from 0.93% to 1.05%.

Value
₹0.23 Cr
Promoter stake change
+0.12%
11:45 IST BSE
Promoter Buying

Affordable Robotic & Automation Promoter Buying: ₹0.17 Cr

Priyanka Padole bought 10,325 shares for ₹0.17 Crore across NSE and BSE. Promoter stake rose from 0.84% to 0.93%.

Value
₹0.17 Cr
Promoter stake change
+0.09%
12:46 IST NSE
New Order Win

Affordable Robotic & Automation Bags ₹11.06 Cr Order

Affordable Robotic & Automation received an ₹11.06 Crore order for a robotic welding line from an undisclosed domestic customer. The turnkey project is due by March 2027.

Value
₹11.06 Cr
Execution
Delivery by March 2027
11:45 IST BSE
New Order Win

Affordable Robotic & Automation Bags ₹3.81 Cr Order from BAJAJ-AUTO

Affordable Robotic & Automation won a ₹3.81 Crore turnkey order from BAJAJ-AUTO for a robotic welding line. Delivery is due by December 2026.

Value
₹3.81 Cr
From
BAJAJ-AUTO (ISIN INE917I01010, BSE 532977)
Execution
Material to be delivered by December 2026