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Earnings Call

Macfos Earnings Call: Key Takeaways

Macfos Limited reported FY26 revenue of ₹311.74 Cr, driven by its e-commerce platform Robu.in. Management focus is on scaling proprietary brands and drone segments.

Highlights
Revenue growth21% YoY growth in FY26 to ₹311.74 Cr.
MarginsEBITDA margin improved to 12.50% in FY26 from 10.47%.
Order book5,05,250 orders served in FY26.
Demand visibilityStrong traction from corporate customers and repeat retail purchases.
Management confidenceHigh, citing 3 years of listed growth and resilient business model.

Growth

FY26 Revenue grew 21% YoY to ₹311.74 Cr. PAT increased 43% YoY to ₹25.65 Cr.

Outlook

Strategic focus on 'Robu 2.0' (in-house drone products) and scaling corporate customer reach to drive future margins.

Risks

Inventory management shows rising slow-moving stock (6.21% vs 2.64% YoY). Global uncertainty remains a macro headwind.

Source

Earnings Call filed with BSE, BSE: 543787. Summary written with AI assistance from the document.

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Macfos Ltd: key numbers

Share price
₹1,120.00
Market cap
₹1,160 Cr
Revenue (annual)
₹308.8 Cr
Net profit (annual)
₹25.64 Cr
P/E (TTM)
45.2×Sector 22.1×
Promoter holding
69.12%+0.00% QoQ
FII holding
0.20%Current quarter

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

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