Electronics Mart India Ltd (NSE:EMIL)

Q2 2025 Electronics Mart India Ltd Earnings Call Transcript

Nov 11, 2024 / 10:30 AM GMT

Release Date Price: ₹182.9 (-1.96%)

Transcript

Key Points

Positve

Electronics Mart India Ltd (BOM:543626) reported a 13% year-on-year revenue growth for H1 FY25, reaching INR 3,361 crore.
The company opened 18 new stores in H1 FY25, expanding its footprint to 177 stores across 70 cities in six states.
Large appliances contributed significantly to revenue, accounting for 46% of the total revenue in H1 FY25.
The company maintained a positive EBITDA margin of 7.1% for H1 FY25, despite challenging market conditions.
Electronics Mart India Ltd (BOM:543626) remains confident in its full-year guidance of adding 25 to 30 new stores, focusing on strengthening its presence in the NCR region.

Negative

Heavy rains in South India, particularly in Hyderabad and Vijayawada, negatively impacted demand and footfall in Q2 FY25.
The company's EBITDA margin decreased from 7.6% in H1 FY24 to 7.1% in H1 FY25.
Same-store growth for H1 FY25 was relatively low at 6%, indicating challenges in driving sales growth in existing locations.
The North cluster, despite being EBITDA positive for three consecutive quarters, still lags behind the South cluster in terms of margin performance.
The company faces increased inventory levels, with 62 days of inventory as of September 2024, due to preparations for the festive season.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ELEO.NS - Electronics Mart India Ltd
Q2 2025 Electronics Mart India Ltd Earnings Call
Nov 11, 2024 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to electronic Smart India Q2 and H1 FY25 earnings conference call. As a reminder, all participants line would be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr Karan Bajaj CEO of Electronic Smart India Limited. Thank you and over to you, sir.

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Unidentified_2 [2]
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