Macfos (Robu.in) FY26 Earnings Concall Highlights Summary. 1. Strong Growth Across the Business 📈 Revenue reached rs 312 cr in FY26. On a like-to-like basis, revenue grew 67% YoY. Profit after tax (PAT) grew 105% YoY. 2. Profitability Improved Significantly EBITDA increased to rs 39 cr. PAT reached rs 25.7 cr. Margins improved due to better product mix and business execution. 3. Robu.in (Distribution Business) Remains the Main Growth Engine The electronics distribution business continues to be the company's largest revenue contributor. Demand remains strong from engineers, startups, educational institutions, and corporate customers. 4. Repeat Customers Are Increasing Existing customers are placing larger and more frequent orders. Customer trust and retention continue to improve. 5. Average Order Value is Rising Average order size increased because customers are buying more products together. Growth in corporate and government orders also helped. 6. Own Brands (Robu 2.0) Are Gaining Traction The company is developing products under brands like SmartElex, SimplyFly, and ProRange. These products earn much higher margins than regular distribution products. 7. Drone Business is Emerging as a Big Opportunity 🚁 Macfos is developing its own drone-related products. The company has started working with government and defense customers. Management sees strong long-term potential in drones. 8. AI and Electronics Demand Remains Strong Demand for electronics, development boards, AI hardware, sensors, and automation products continues to grow. Management believes technology adoption in India is still in an early stage. 9. No Major Concern About Debt Management is comfortable with current debt levels. Most borrowings are used to buy inventory that is later sold for revenue growth. 10. Future Outlook Remains Positive The company is expanding products, warehouses, technology systems, and customer reach. Management remains confident about maintaining strong growth in the coming years.

𝗠𝗮𝗰𝗳𝗼𝘀 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗖𝗮𝗹𝗹 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 - 𝗙𝗬25-26: Macfos Limited announced robust financial performance for the financial year ending March 31, 2026 (FY25-26). The company achieved a revenue of approximately ₹312 Crores, with an EBITDA of ₹39 Crores and a Profit After Tax (PAT) of ₹25.65 Crores. **Key Financial Highlights (YoY growth, like-to-like basis): - Revenue: ~67% increase - EBITDA: ~103% increase - PAT: ~105% increase 𝘕𝘰𝘵𝘦: 𝘛𝘩𝘦𝘴𝘦 𝘧𝘪𝘨𝘶𝘳𝘦𝘴 𝘦𝘹𝘤𝘭𝘶𝘥𝘦 𝘰𝘯𝘦-𝘵𝘪𝘮𝘦 𝘣𝘶𝘭𝘬 𝘴𝘢𝘭𝘦𝘴 𝘰𝘧 ~₹71 𝘊𝘳𝘰𝘳𝘦𝘴 𝘧𝘳𝘰𝘮 𝘏1 𝘍𝘠24-25 𝘧𝘰𝘳 𝘢 𝘭𝘪𝘬𝘦-𝘵𝘰-𝘭𝘪𝘬𝘦 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯. 📈 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗼𝗰𝘂𝘀 & 𝗚𝗿𝗼𝘄𝘁𝗵 𝗗𝗿𝗶𝘃𝗲𝗿𝘀: The company is strategically focused on two core areas: - 𝗥𝗼𝗯𝘂 1.0 (𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀): Remains the backbone, emphasizing quality tech products, competitive pricing, quick deliveries, and dependable customer service. Efforts are ongoing to enhance procurement efficiency, reduce delivery timelines, and expand the product portfolio. - 𝗥𝗼𝗯𝘂 2.0 (𝗢𝘄𝗻 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁): Gaining momentum, particularly in the drone segment. This focus enables customized development projects for government & defense organizations and the launch of proprietary products under the SmartElex brand. The company is exploring new product categories and sees potential in drone-related products due to geopolitical factors. ✈️ 𝗞𝗲𝘆 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻: - Website & app traffic, order volumes, average order value (AOV), and customer retention show positive trends. 📊 - Increased traction from corporate customers and encouraging repeat purchases from existing users. - Participation in domestic exhibitions is enhancing brand visibility and cost-effective marketing. 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 & 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: - The company is expanding its product portfolio, including new drone-related products (e.g., agri drone frames, FPV drones) and modules under the SmartElex brand. - ProRange products are being enhanced with additions in sensors, modules (OEM sourced), 3D printing filaments, and drone components (OEM sourced). - The company is developing educational kits in collaboration with platforms like Arduino for school and university levels. 𝗔𝗱𝗱𝗿𝗲𝘀𝘀𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗿𝗲𝗻𝗱𝘀 & 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀: - 𝗔𝗜 𝗗𝗲𝗺𝗮𝗻𝗱: While AI hype exists, cloud-based solutions dominate. The company is prepared for potential growth in edge AI hardware like Raspberry Pi & Nvidia boards without needing strategic shifts. - 𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗵𝗶𝗽 𝗦𝗵𝗼𝗿𝘁𝗮𝗴𝗲𝘀: Impacting prices of development boards & drone controllers. Macfos aims to balance passing costs, competition, and customer expectations. - 𝗔𝘃𝗲𝗿𝗮𝗴𝗲 𝗢𝗿𝗱𝗲𝗿 𝗩𝗮𝗹𝘂𝗲 (𝗔𝗢𝗩): Significant jump observed, attributed to increased B2B & B2G customer spending in the last quarter of the financial year to utilize yearly budgets. This trend is considered normal. 💰 𝗙𝘂𝘁𝘂𝗿𝗲 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: - The company believes the market opportunity remains strong and is investing in capabilities to capture demand. - Robu 2.0 aims for higher margins (~10% extra gross margin compared to distribution products) and greater market control in the long run, providing a cushion against potential margin pressures in the distribution business. - While specific revenue targets for Robu 2.0 are not disclosed, the focus is on product development, market acceptance, and building confidence. 🚀 - The company is comfortable with its current debt levels, viewing debt as a tool to fund inventory for sales growth, backed by strong fundamentals and efficient inventory management. - Plans for main board listing are in progress, following regulations, but no specific timeline is set. - Warehousing capacity is continually assessed and expanded to support growth in SKUs and order processing. 𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗤&𝗔 𝗣𝗼𝗶𝗻𝘁𝘀: - 𝗥𝗼𝗯𝘂 2.0 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗦𝗵𝗮𝗿𝗲: Not providing specific numbers yet, focusing on product development & market response. Drones and SmartElex are key focus areas. - 𝗣𝗿𝗼𝗥𝗮𝗻𝗴𝗲 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝘀: Includes sensors, OEM modules, 3D printing filaments, drone components, tools, and measuring instruments. - 𝗗𝗿𝗼𝗻𝗲 𝗦𝗲𝗴𝗺𝗲𝗻𝘁: Engaging directly with defense for low-value, low-volume products. Strategy is to focus on specific SKUs to secure long-term business. Expects significant impact in the next 1-2 years. - 𝗔𝗱𝗱𝗿𝗲𝘀𝘀𝗮𝗯𝗹𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 (𝗧𝗔𝗠): Difficult to quantify due to the dynamic nature of new tech. Cites international players like DigiKey ($2-3 Bn) as benchmarks, estimating India's market could reach ₹10,000 Cr by 2030. - 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗣𝗿𝗼𝗳𝗶𝗹𝗲: Hobby, Education, Research, and Engineering segments. Educational institutions contribute significantly. - 𝗜𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Focus on reducing inventory days and optimizing rotation. Component category added in the last two years has increased inventory but offers higher margins. - 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗗𝗮𝘆𝘀: Increase noted, explanation pending further data. - 𝗕2𝗕 𝘃𝘀. 𝗕2𝗖: Expects B2B to contribute a growing proportion of revenue (high value, fewer orders), while B2C will see higher order volumes (low value). 📊 MACFOS LTD | 🏷️ Earnings Call Transcript 🌐 Details: wegro.app/XP3yH3 ⚡️Instant stock alerts on WhatsApp - Try FREE 👉 wegro.app/go

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