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Investor Presentation

Electronics Mart India Investor Presentation: Key Takeaways

Electronics Mart India (EMIL) delivered strong Q1 FY27 results with 39% revenue growth and 458% PAT growth. Management focus remains on cluster-based expansion and driving ASP leadership via premium brand partnerships.

Highlights
Revenue growth39% YoY growth in Q1 FY27.
MarginsEBITDA margin expanded to 9.9% from 6.3% YoY.
Demand visibilityStrong, evidenced by 34.2% Same Store Sales Growth.
Management confidenceHigh, citing success in South and scaling strategy in North.

Growth

Revenue hit Rs. 2,419 Cr (+39% YoY); EBITDA rose 118% to Rs. 239 Cr; PAT surged to Rs. 121 Cr.

Outlook

Expansion into West Bengal and Western UP; expecting margin normalization as 131 non-mature stores reach the 4-year mark.

Risks

Potential margin pressure from North cluster scaling and reliance on Top 5 brands representing 62% of sales.

Last quarter's promises, checked

Delivered

  • Guided NCR EBITDA positive full year FY26 → Delivered FY26 EBITDA positive (= BEAT)
  • Targeted 20-25 store additions in FY26 → Delivered 23 stores (= BEAT)
  • Guided double-digit SSSG for Hyderabad in Q4 → Delivered double-digit SSSG (= BEAT)

Partly delivered

  • Guided FY26 revenue growth → Delivered 7% YoY (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: EMIL. Summary written with AI assistance from the document.

Read the document ↗

Electronics Mart India Ltd: key numbers

Share price
₹200.22
Market cap
₹7,703 Cr
Revenue (annual)
₹7,183 Cr
Net profit (annual)
₹107.1 Cr
P/E (TTM)
37.4×Sector 67.6×
Promoter holding
65.17%+0.00% QoQ
FII holding
4.77%Current quarter

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

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store area
4500.0 sq ft
17:25 IST NSE
Annual General Meeting

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Electronics Mart India Limited informed the exchange about dispatching letters to members with web links to the FY 2025-26 Integrated Annual Report and 8th AGM details.

13:37 IST NSE
Financial Results

Electronics Mart India Q1 FY27 Results: Net Profit ₹120.6 Cr, Up 458.3% YoY

Electronics Mart India Ltd reported revenue from operations of ₹2,419 Cr (+39.1% YoY) and net profit of ₹120.6 Cr (+458.3% YoY) for Q1 FY27.

Key figure
Net profit ₹120.6 Cr · +458.3% YoY