Electronics Mart India Limited — PPTs, 05-08-2025: Investor Presentation

Here's a summary of the attached investor presentation:

**1. Financial Highlights:**

Q1FY26 revenue was Rs. 1,739 Cr, down 10% YoY, impacted by a subdued summer and Rs. 8 Cr exceptional inventory loss. EBITDA stood at Rs. 110 Cr (6.3% margin) and PAT Rs. 22 Cr (1.2% margin).

**2. Strategic Initiatives & Growth Drivers:**

EMIL expands into new clusters (Western UP) and consolidates NCR, targeting growth in unorganized markets. Profit growth is anticipated via operating leverage as stores mature, supported by inventory optimization and data analytics.

**3. Business Developments:**

Operating 208 stores (1.81 mn sq. ft.) with 8,000+ SKUs, EMIL partners major brands. It prioritizes differentiated in-store experiences (live demos, consultative sales) and efficient logistics via 12 central warehouses.

**4. Market Position & Competitive Advantage:**

India's 4th largest electronics retailer, EMIL holds a strong market position from four decades experience. India's consumer durables market offers significant growth potential. Its organized B&M model outperforms unorganized players via in-store experience and reliable service.

**5. Investor Implications:**

Despite a weaker Q1 from seasonal/exceptional factors, EMIL's strategic expansion and operational efficiency focus suggest positive growth potential. Its established market position and brand partnerships offer a solid foundation. Monitoring execution risks during rapid expansion is key.