BSECompany Update2d ago · 5 Nov 2026, 02:17 pm

The Company has submitted the investor presentation for the second quarter and first half year ended 30th September 2026.

Electronics Mart India Ltd · 543626

✦ AI SummaryResults

Electronics Mart India Ltd has submitted its investor presentation for the second quarter and first half year ended 30th September 2026, with financial highlights and operational performance.

Analysis Scores

Earnings Impact8/10
Growth Catalyst5/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment6/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Electronics Mart India Ltd - 543626 - Announcement under Regulation 30 (LODR)-Investor Presentation

Attachments (1)

📄

ae8fde06-8310-4102-bb48-f4067dd9bad6.pdf

pdf

Download →
View document text
BAJAJS ELECTRONICS Listing Manager, The Secretary, The National Stock Exchange of India Ltd., BSE Limited, (Through NEAPS) (Through BSE Listing Centre) Symbol: EMIL Scrip Code: 543626 Series: EQ ISIN: INE02YR01019 Sub: Investor’s Presentation to be held on 05th November 2026. Dear Sir/Madam, In pursuance of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, please find enclosed herewith the Investor presentation for the Second Quarter and First Half Year ended 30th September 2026 to be held on 05th November 2026 at 04:00 P.M. IST. A copy of the said presentation is also being uploaded to the Company’s website. This is for your information and dissemination on the respective websites. Thanking you, For and on behalf of Electronics Mart India Limited Rajiv Kumar Company Secretary and Compliance Officer Date: 05th November 2026 Place: Hyderabad ELECTRONICSS KITCH: N' EAsv· AUDIO & BEYOND' MART STORIES KITC:H: NS Regd. Office: 6-1-91, Shop No. 10, Ground Floor, Corporate Office: M.No. 6-3-666/A1 to 7, Zonal Office: 35 -Link Road, Lajpat Nagar Ill, Next to Telephone Bhavan, Secretariat Road, Opp. NIMS Hospital, Punjagutta Main Road, New Delhi -110024. Ph: 011-45546292 Saifabad, Hyderabad -500004 Hyderabad -500082. Ph : 040-23230244 ELECTRONICS MART INDIA LIMITED I CIN No.: L52605TG2018PLC126593 E-mail: communications@bajajelectronics.in Website : www.electronicsmartindia.com Fueled by Experience, Growing with Trust Investor Presentation Investor Presentation November 2026 SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Electronics Mart India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Electronics Mart India Limited Q2 & H1 FY27 BUSINESS & FINANCIAL PERFORMANCE Q2 FY27 FINANCIAL SNAPSHOT Financial Highlights Operational Highlights Sales Mix and Store Ownership Rs. 1,900 Crores 19% 16.5% Product Mix (Q2 FY27) Revenue from Operations Same Store Sales Growth 14% Rs. 293 Crores 31% 15.4% 130 bps 33% Gross Profit GP Margin Mobiles Large Appliances Small Appliances, IT & Others Rs. 131 Crores 61% 6.9% 180 bps 701 3.4% EBITDA EBITDA Margin Bill Cuts (Nos. in ‘000) Rs. 40 Crores 149% 2.1% 110 bps Rs. 25,756 14.6% Profit After Tax* PAT Margin Average Ticket Size (Rs.) All growth/bps figures represent YoY change, Q2 FY27 vs Q2 FY26 *Q2 FY26 included an exceptional gain of Rs. 15.19 crores, from an insurance settlement for the godown fire and the sale of four “IQ” retail stores. H1 FY27 FINANCIAL SNAPSHOT Financial Highlights Operational Highlights Sales Mix and Store Ownership Rs. 4,319 Crores 30% 27.5% Product Mix (H1 FY27) Revenue from Operations Same Store Sales Growth 14% Rs. 710 Crores 49% 16.4% 210 bps Gross Profit GP Margin Mobiles Large Appliances Small Appliances, IT & Others Rs. 369 Crores 93% 8.6% 280 bps 1,683 20.2% EBITDA EBITDA Margin Bill Cuts (Nos. in ‘000) Rs. 161 Crores 326% 3.7% 260 bps Rs. 24,425 7.3% Profit After Tax* PAT Margin Average Ticket Size (Rs.) All growth/bps figures represent YoY change, H1 FY27 vs H1 FY26 *H1 FY26 included a net exceptional gain of Rs. 7.02 crores: the Q2 gain of Rs. 15.19 crores less the Q1 FY26 godown fire loss of Rs. 8.17 crores. CLUSTER-WISE FINANCIAL PERFORMANCE NORTH CLUSTER (Rs. Crs.) NORTH CLUSTER (Rs. Crs.) NORTH CLUSTER -------+'45c% =)---i EBITDA MARGIN* MBO : 36 209 (H1 FY27) EBO : 1 Cities : 5 166 168 151 ✓ Began North cluster operations in 116 3.4% 2022 and are scaling aggressively, following the same strategy that drove success in the South Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 ✓ As scale builds, the Company expects store productivity and margins to align with South cluster Telangana benchmarks MBO : 111 SOUTH CLUSTER (Rs. Crs.) EBO : 6 ✓ North cluster presents a large Cities : 42 addressable market, and the SOUTH CLUSTER Company is steadily building ------1C)~-----.l +16% EBITDA MARGIN* presence as it did earlier in the Andhra Pradesh 2,095 (H1 FY27) South MBO : 74 1,697 1,677 1,638 Cities : 54 1,408 Kerala 9.3% MBO : 1 City : 1 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Map not to scale, for representation purpose only Cluster Sales Include EBO & MBO Sales Combined *The EBITDA margin (%) is calculated at the store level and excludes corporate and warehouse expenses.. The figures are presented on a Pre–Ind AS 116 basis. CLUSTER WISE REVENUE – Q2 & H1 FY27 Telangana – HYD City Telangana – UP Country Andhra Pradesh Delhi NCR +16% +17% +24% +46% Q2 FY27 1,065 264 301 166 919 226 242 Revenue (Rs. Crs.) Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 SSSG 15.4% 13.4% 17.7% 32.4% +25% +33% +45% +36% H1 FY27 2,357 608 747 372 1,881 459 517 273 Revenue (Rs. Crs.) H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 SSSG 24.8% 29.6% 38.6% 25.2% Cluster Sales Include Only MBO Sales Mature Stores vs Non Mature Stores Mature Store Non Mature Store Metrics Stores > 4 Years Old Stores <4 Years Old Number Of Stores 102 Stores 127 Stores Total Revenue from Sales Rs. 2,975 Crores Rs. 1,136 Crores of Products - Retail Total EBITDA Rs. 289 Crores Rs. 72 Crores EBITDA Margin (%) 9.7% 6.4% With a significant part of our network still in early stages, we expect profitability to improve as more stores mature and unlock higher throughput and operating leverage Revenue and EBITDA include EBO & MBO. The figures are on a Pre-Ind AS 116 basis, net of rent expenses and before corporate 8 and warehouse expenses.. STRONG CASH FLOW & BALANCE SHEET Cash Flow from Operations Working Capital Post IND-AS 116 77 73 61 In Days Rs. Crs. 384 77 4 4 3 3 2 Sep-25 Sep-26 Sep-25 [Showing first 8,000 characters — download PDF for full document]