| Revenue growth | 67% YoY adjusted revenue growth in FY26. |
|---|---|
| Margins | Gross margin at 24%; aiming for +10% margin on proprietary products. |
| Order book | Actual total orders served in H2 FY26 were 2,67,126. |
| Demand visibility | Robust demand from B2B and B2G; budget consumption spikes in Q4. |
| Management confidence | High confidence in sustaining growth trajectory despite global uncertainties. |
Growth
Adjusted revenue grew 67% YoY; EBITDA and PAT surged 103% and 105% respectively on a like-for-like basis.
Outlook
Internal targets for Robu 2.0 products to achieve 10% higher gross margins than distribution segment; scaling drone manufacturing.
Risks
Memory chip shortages impacting costs; competition in the hot drone segment; inventory obsolescence risks in specific components.
Earnings Call filed with BSE, BSE: 543787. Summary written with AI assistance from the document.
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.
More from Macfos Ltd
All →Macfos Annual General Meeting
Macfos Ltd filed its 9th AGM proceedings, clarifying a BSE portal OTP-related delay. Routine items including audited financials and director re-appointment were passed.
Macfos Annual General Meeting
Macfos Limited held its 09th Annual General Meeting on September 7, 2026. Shareholders approved the audited standalone and consolidated financial statements and re-appointed a director.
Macfos Investor Presentation: Key Takeaways
Macfos Limited delivered Q1 FY27 revenue of ₹82.46 Cr, achieving 38% YoY growth. Management focus remains on expanding the Robu 2.0 vertical for proprietary tech products and improving core business order fulfillment.
- Call
- Guides 21% growth
Macfos Q1 FY27 Results: Net Profit ₹5.8 Cr, Up 16.0% YoY
Macfos Ltd reported revenue from operations of ₹81.3 Cr (+37.1% YoY) and net profit of ₹5.8 Cr (+16.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹5.8 Cr · +16.0% YoY
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.
Macfos Earnings Call: Key Takeaways
Macfos Limited reported FY26 revenue of ₹311.74 Cr, driven by specialized electronics e-commerce and scaling the 'Robu 2.0' in-house drone segment.