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Macfos share price & results

Macfos Limited· Consumer Services· Consumer Discretionary

Results to
Jun 2026
Latest analysed call
Q4 FY26
Ownership as of
Sept 2026

Robu.in - India's specialised e-commerce marketplace for electronics, robotics, drone and IoT components.

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Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue81.3 ₹ crore+37.2% YoYQuarterly, as filedQuarter to Jun 2026Revenue from operations as filed.
Operating margin10.6 %−1.9 pts YoYOperating profit / revenueQuarter to Jun 2026For the quarter; a change is in percentage points.
Net profit5.8 ₹ crore+17.1% YoYQuarterly, as filedQuarter to Jun 2026Profit after tax as filed.
Return on equity31.95 %−5.8 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Adjusted profit attributable to owners ÷ average owners’ equity.
Free cash flow margin-3.40 %+7.5 ptsFY Mar 2026 vs FY Mar 2025Fiscal yearFY ending Mar 2026(Operating cash flow − fixed-asset purchases + disposals) ÷ revenue.
Revenue growth (YoY)28.48 %−82.8 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Jun 2026Revenue change against the same period one year earlier.

Source: Inve data from filed results; ratios from the Screener-verified panel · to Jun 2026

Guidance

What management said, and what became of it

2 of 4 judged targets kept · 6 open · verdicts reflect calls analysed to Q4 FY26.

Macfos Limited management guidance track record on Inve: 10 targets tracked across analysed earnings calls (2 achieved, 2 missed, 6 open).

TargetOriginal wordingSaidLatest callVerdict
Gross MarginMaintain regular 23%, 24% gross margin levels in the long run.
Call transcript, Q4 FY25 · 20 May 2025
Q4 FY25Q4 FY26:FY26 Gross Margin reported at 24%, perfectly aligning with the 23-24% target band.
Call transcript, Q4 FY26 · 30 Apr 2026
Achieved
Marketing Spend as % of RevenueMaintain it below 2.5% of the overall revenue.
Call transcript, Q4 FY25 · 20 May 2025
Q4 FY25Q4 FY26:No specific update provided on marketing spend percentage in the current quarter.
Call transcript, Q4 FY26 · 30 Apr 2026
Ghosted
Revenue Growth (excl one-time orders)50% CAGR for the next two to three years.
Call transcript, Q2 FY26 · 31 Oct 2025
Q2 FY26Q4 FY26:FY26 adjusted revenue grew 67% YoY, well above the 50% CAGR target.
Call transcript, Q4 FY26 · 30 Apr 2026
On Track

Source: Inve Guidance Tracker for Macfos Limited · to Q4 FY26

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

2 of Macfos Limited's 10 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 7 more targets are in the full ledger.

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Price

₹1,063 +11.89% · +₹113

Last close 27 Oct 2026 · NSE · INR · Source: Inve

Performance +47.6% 1Y

₹0.8k₹1.0k₹1.2kOct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Q2 FY26 — 31 Oct 2025Q4 FY26 — 30 Apr 2026

1Y: ₹720.09 on 24 Oct 2025 → ₹1,063. High ₹1,300.25 (4 Jun 2026), low ₹657 (30 Oct 2025).

Previous close
₹950
Market cap
₹1.1k Cr
52-week range
₹657 – ₹1,300.25
One year
+48.95%
Price to earnings (TTM to Jun 2026)
40.50×
Return on equity (TTM to Jun 2026)
31.95%

Overview

Symbol
NSE:ROBU
Industry
Consumer Discretionary
Exchange
NSE
Currency
INR

What Macfos Limited does

Based on the company's own presentations, annual report and earnings calls.

Macfos Limited operates Robu.in, a specialised e-commerce platform selling electronic, robotic, drone, IoT, 3D-printing and DIY components sourced through a wide vendor network across India and abroad. It earns primarily by distributing third-party electronic parts (Robu 1.0) to manufacturers, corporates, educational institutions, researchers and developers, and increasingly by designing and selling its own proprietary electronics and drone products, including customised development projects for government and defense customers (Robu 2.0).

Segments

  • Robu 1.0 - Electronics Distribution
  • Robu 2.0 - Proprietary Products
SKUs listed on platform
1,00,000+
Brands stocked
150+
Vendor tie-ups (India & abroad)
210+
Dedicated warehouse space
50,000+ sq ft
Staff strength (own + contract)
280+
Distribution channels
Website (robu.in), Android app (since 2017), iOS app (since Jan 2023)

How the price took the results

close before → close after

Q4 FY26
−2.1%
30 Apr
Q2 FY26
+5.1%
31 Oct

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

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