Macfos Limited Bonus Share Issue Approved via Postal Ballot

Macfos Limited shareholders approved bonus share issue in 1:10 ratio through postal ballot with 100% votes in favor. Company to capitalize ₹94,16,820 from securities premium account for bonus equity shares.

MACFOS Limited Reports 71% Revenue Growth in H1 FY26 Earnings Call

MACFOS Limited held its earnings conference call for the quarter and half year ended September 30, 2025. The company reported total revenue of INR 129 crores with EBITDA margin of INR 15.5 crores and PAT of INR 10.2 crores for H1 FY26. Excluding one-time bulk orders from the previous year worth INR 7 crores, revenue grew 71% year-on-year. The company added over 20,000 new products during H1, expanding its SKU base to over 100,000 products. Average order value increased by 27% compared to the previous half year. Management highlighted strong demand from corporate customers and repeat purchase orders. The company operates through two strategic pillars: Robu 1.0 (core electronics distribution) and Robu 2.0 (proprietary products focused on drones). MACFOS successfully supplied drones to defense establishments during H1, though volumes remain modest. The company maintains confidence in its historical growth trajectory and targets to maintain around 8% PAT margins.

Macfos Limited Reports 71% Revenue Growth in H1 FY2025-26 Excluding One-Time Bulk Sales

Macfos Limited, operating the e-commerce platform Robu.in for electronic components, reported total revenue of ₹129.11 crore for H1 FY2025-26, with EBITDA of ₹15.56 crore and PAT of ₹10.16 crore. Excluding one-time bulk sales of ₹71.37 crore from the previous year, revenue grew 71% year-on-year. The company serves over 1 lakh customers with 50,000+ SKUs across 150+ brands through its specialized e-commerce platform for robotics, drone parts, IoT items, and electronic components. Macfos operates a 40,000 sq ft warehouse with 220 staff and has achieved consistent growth with revenue reaching ₹257.68 crore in FY2024-25. The company is focusing on two strategic areas: Robu 1.0 for core electronics distribution and Robu 2.0 for proprietary product development, particularly in the drone category where it has supplied to defense establishments. Management noted strong demand from corporate customers and repeat purchases, while investing in IT infrastructure and expanding product portfolio with over 20,000 new SKUs added during the quarter.

Macfos Targets 50%+ Revenue Growth for FY26 with ₹250+ Cr Turnover Goal

Macfos has outlined ambitious growth targets for FY26, aiming for revenue growth exceeding 50% with a turnover target of over ₹250 crores. The company plans to expand its product portfolio to more than 100,000 SKUs and grow its vendor network to over 210 partners. The growth strategy focuses on expanding its DIY electronics ecosystem, leveraging strong mobile and app traffic growth, and utilizing in-house R&D capabilities. Macfos expects these initiatives to drive sustainable margin expansion and achieve a profit CAGR of over 40%.