Macfos Ltd — earnings calls

Macfos Limited reported FY26 revenue of roughly Rs 312 crore, EBITDA of Rs 39 crore and PAT of Rs 25.65 crore, with management citing like-to-like growth of about 67% in revenue, 103% in EBITDA and 105% in PAT after excluding a one-time bulk sale in H1 FY25. Management corrected two data points in the investor presentation: total orders served in H2 FY26 and the methodology used for annual unique visitor counts. Management also discussed the Robu 1.0 distribution business and Robu 2.0 proprietary products including drones and SmartElex, describing early-stage traction, government and defense engagement, and margin targets for the new product lines.