Elin Electronics Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Elin Electronics reported strong Q2 FY26 performance. Revenue jumped 23% YoY to INR 375 Cr, with EBITDA up 80% to INR 20.4 Cr and PAT at INR 10.3 Cr, driven by robust appliance and fan growth. The company aims to be a comprehensive home appliance manufacturer.

Exports to the USA are paused due to tariff issues, potentially impacting full-year revenue and margins. A new Rewari plant (INR 100 Cr CapEx) is set for March/April 2026 launch, targeting INR 500-600 Cr revenue potential. Management is confident in fan segment expansion and new medium appliance launches from Bhiwadi, while actively diversifying customer base and increasing ODM share. One-off power/freight costs totaled ~INR 1.1 Cr.