Macfos Ltd — Important, 04-11-2025: Company Update

MACFOS Limited discussed its financial results for the quarter and half-year, reporting H1 FY26 revenue of INR 129 Cr, EBITDA of INR 15.5 Cr, and PAT of INR 10.2 Cr. Excluding a one-time bulk order last year, revenue grew 71% year-on-year. PAT marginally declined due to promotional offers and salary revisions. The company is experiencing strong demand and a 27% higher average order value. Strategically, Robu 1.0 focuses on electronics distribution with an expanded 100,000+ product portfolio. Robu 2.0, its proprietary products arm, is gaining traction, especially in drones, with defense supplies. Management targets 8% PAT margins and continues historic growth, focusing on IP creation over manufacturing for Robu 2.0.