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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 a ₹6.97 Cr PAT. The strategy focused on margin-led growth and high-quality projects over volume.

Why this was an Alfa AlertNot a filter event. While the company achieved a turnaround, it did not beat a prior specific primary metric guidance by >10%.
Highlights
MarginsEBITDA margins expanded from 9% to 14.5% through cost discipline.
Order bookTotal confirmed order book of ₹127.16 Cr as of May 31, 2026.
Demand visibilityStrong traction in US warehouse automation; 60 Cr pipeline for outright sales.
Management confidenceHigh; focusing on 'productization' and high-end technology exports.

Growth

Consolidated EBITDA swung from a ₹2.33 Cr loss to ₹17.16 Cr profit. Standalone PAT grew 16% YoY to ₹6.96 Cr.

Outlook

Order book stands at ₹127 Cr. Targets include 50% price reduction in 2 years via in-house manufacturing and US expansion.

Risks

Global constraints and customer-side delays deferred some revenues. Dependency on China for components like sensors remains a factor.

Last quarter's promises, checked

Delivered

  • Guided standalone turnaround → delivered 6.96 Cr PAT (= BEAT)
  • Guided Q3/Q4 revenue at par with last year → delivered consolidated profit (= BEAT)
  • Guided 28% expense reduction → delivered margin expansion to 14.5% (= BEAT)

Partly delivered

  • Guided 52 Cr new orders → delivered 127 Cr total order book (= PARTIAL)

Missed

  • Guided 29 Cr warehouse order book → delivered 8 Cr after order loss (= MISS)
  • Guided 200-225 robots by March 2027 → current status implies lag (= 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