Macfos Ltd
BSE:543787
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
This alert will be permanently deleted.
Macfos Ltd
Macfos Ltd. engages in the selling of electronic components. The company is headquartered in Pune, Maharashtra and currently employs 105 full-time employees. The company went IPO on 2023-03-01. The firm is focused on the marketing of a range of electronic components which finds application in basic and advanced engineering products and projects, including technologies such as Internet of Things (IoT), robotics, automations, drone, electric vehicles, three-dimensional (3D) printing and auto guided vehicles. Its portfolio consists of over 12,000 stock-keeping units (SKUs) of electronics components and parts. Through its e-commerce Website and mobile application, Robu.in, the Company sells a range of electronic items, including robotic parts, drone parts, e-bike parts, IoT and Wireless items, 3D printer and parts, do it yourself (DIY) learning kits, development boards, raspberry Pi (single board computers and peripherals), sensors, motors, motor drivers, pumps, batteries, chargers, electronic modules and displays and various other mechanical and electronic components. Its brands include SmartElex, Orange and Easymech.
Macfos Ltd. engages in the selling of electronic components. The company is headquartered in Pune, Maharashtra and currently employs 105 full-time employees. The company went IPO on 2023-03-01. The firm is focused on the marketing of a range of electronic components which finds application in basic and advanced engineering products and projects, including technologies such as Internet of Things (IoT), robotics, automations, drone, electric vehicles, three-dimensional (3D) printing and auto guided vehicles. Its portfolio consists of over 12,000 stock-keeping units (SKUs) of electronics components and parts. Through its e-commerce Website and mobile application, Robu.in, the Company sells a range of electronic items, including robotic parts, drone parts, e-bike parts, IoT and Wireless items, 3D printer and parts, do it yourself (DIY) learning kits, development boards, raspberry Pi (single board computers and peripherals), sensors, motors, motor drivers, pumps, batteries, chargers, electronic modules and displays and various other mechanical and electronic components. Its brands include SmartElex, Orange and Easymech.
Adjusted Revenue Growth: Excluding last year’s one-time bulk order, revenue grew 71% year-on-year in H1 FY26, reflecting robust underlying growth.
Profitability: PAT for H1 FY26 was about INR 10.2 crores, with EBITDA margin around INR 15.5 crores. Margins held steady at roughly 25%, and PAT declined only 1% QoQ due to temporary costs.
Product Expansion: Added over 20,000 new products, taking total SKUs to around 100,000, significantly expanding the product portfolio and supporting higher average order values.
Average Order Value: Average order value rose by 27% year-on-year, driven by more repeat and corporate customers buying in higher volumes.
Robu 2.0 (Proprietary Products): Focus remains on developing proprietary drone-related products, which are seeing encouraging traction, though still less than 5% of total revenue.
Guidance Maintained: Management reiterated confidence in maintaining historic 50% CAGR revenue growth and 8% PAT margin over the next 2-3 years.
Inventory & Advances: Advances to suppliers (mainly inventory in transit) rose to INR 27 crores, with inventory turns stable at about 4.5x per year.
Expense Control: Other expenses (salary, marketing, IT) rose due to growth initiatives, but management is focused on keeping expenses as a proportion of revenue stable.
