Electronics Mart India Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Electronics Mart India reported Q1 FY26 revenue of Rs. 1,739 Cr and PAT of Rs. 22 Cr. Performance was impacted by unseasonal rains hitting summer appliance sales, leading to a negative 18% like-to-like sales growth. Despite this, management remains optimistic, noting strong July sales for ACs and other categories. They expect a 15%+ revenue growth for FY26. New stores, particularly in North (NCR), are maturing, aiming for 5%+ EBITDA margins in that region by FY27. Mobile phone sales are poised for growth with AI-enabled devices. The company plans 25-30 new stores in FY26, focusing on market penetration and operational improvements. Management expresses confidence in future performance and expects strong festive season.