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