Macfos reported strong FY26 results with revenue of ₹312 crore, EBITDA of ₹39 crore, and PAT of ₹25.65 crore, representing 67% YoY growth excluding a one-time bulk sale in the prior year.
Management outlined its two-pronged strategy: Robu 1.0 (core electronics distribution) and Robu 2.0 (proprietary product development, notably in drones), aiming for 10% higher margins on owned brands.
The company clarified data discrepancies in its investor presentation, correcting H2 orders served to 267,126 and changing its methodology for reporting unique website visitors to ensure year-on-year comparability.
Key growth drivers included robust demand from corporate and government customers, an expanding product portfolio, competitive pricing, and participation in exhibitions for organic marketing.