Electronics Mart India Limited — PPTs, 09-02-2026: Investor Presentation

**1. Business Performance:**

EMIL's Q3 FY26 revenue hit Rs. 1,940 Cr (+7% YoY), with 9M FY26 at Rs. 5,270 Cr (+4% YoY). Gross profit rose 8% to Rs. 278 Cr in Q3. EBITDA jumped 17% to Rs. 119 Cr, pushing Q3 margins to 6.1%. However, Q3 PAT slipped 12% to Rs. 30 Cr, and 9M PAT fell 50% to Rs. 67 Cr, both impacted by one-time Labour Code charges. Mobiles and Large Appliances each contribute over 40% to the product mix.

**2. Growth Drivers or Strategy:**

The company is aggressively expanding into new clusters like Western UP and strengthening its NCR presence, replicating its successful strategy from the South. It anticipates profit growth from operating leverage as its young stores mature and boost productivity.

**3. Recent Developments:**

Recent developments include opening 4 net new stores in Q3 (total 219) and continued strong growth across its South and North clusters.

**4. Key Financial Metrics:**

Q3 FY26 Revenue: Rs. 1,940 Cr (+7% YoY); 9M FY26 Revenue: Rs. 5,270 Cr (+4% YoY). Q3 FY26 PAT: Rs. 30 Cr (-12% YoY); 9M FY26 PAT: Rs. 67 Cr (-50% YoY). Q3 FY26 EBITDA Margin: 6.1%.

**5. Management Commentary / Outlook:**

Management noted improved demand from GST rationalization and expects new North cluster stores to boost productivity and margins to align with established South benchmarks.