Electronics Mart India Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Electronics Mart India reported an 8% revenue growth and 17% EBITDA growth in Q3 FY'26, fueled by festive demand and GST rate cuts. While numerous new stores, comprising half its network, are still maturing and impacting short-term profitability, management expects operating leverage to improve margins as they ramp up. Hyderabad and NCR clusters delivered strong growth. The company is optimistic about robust AC sales and overall volume growth this summer, driven by premium product trends. Future expansion includes exploring new geographies like Odisha or Western UP in FY'27, primarily with rental models. Sentiment remains positive, focusing on store maturity and operational efficiency.