ALFA Finder| 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
- ₹1,079.70
- Market cap
- ₹1,118 Cr
- Revenue (annual)
- ₹308.8 Cr
- Net profit (annual)
- ₹25.64 Cr
- P/E (TTM)
- 43.6×Sector 23.6×
- 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 Earnings Call Transcript: Key Takeaways
Macfos delivered strong H1 FY27 growth but faces working capital stress from aggressive inventory building.
Macfos Investor Presentation: Key Takeaways
H1 FY27 revenue ₹181.96 Cr (+41%), EBITDA ₹21.91 Cr (+34%), PAT ₹13.18 Cr (+31%) on comparable Ind AS basis. Growth driven by ROBU 1.0 e-commerce core, with ROBU 2.0 proprietary drone and product push.
Macfos Other Announcement
Macfos Limited's board voluntarily constituted a Risk Management Committee with three members, effective immediately. The committee's terms of reference were also approved.
Macfos Q2 FY27 Results: Net Profit ₹7.4 Cr, Up 45.1% YoY
Macfos Ltd reported revenue from operations of ₹98.7 Cr (+44.1% YoY) and net profit of ₹7.4 Cr (+45.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹7.4 Cr · +45.1% YoY
Macfos Board Meeting Date
Macfos Limited scheduled a board meeting on 28th October 2026 to consider and approve its unaudited standalone and consolidated financial results.
Macfos Other Announcement
Macfos Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, as per SEBI disclosure requirements.