| 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
- ₹1,050.00
- Market cap
- ₹1,088 Cr
- Revenue (annual)
- ₹308.8 Cr
- Net profit (annual)
- ₹25.64 Cr
- P/E (TTM)
- 42.4×Sector 21.8×
- 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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