Electronics Mart India Ltd (NSE:EMIL)

Q1 2026 Electronics Mart India Ltd Earnings Call Transcript

Aug 5, 2025 / 10:30 AM GMT

Release Date Price: ₹120.01 (-3.48%)

Transcript

Key Points

Positve

Electronics Mart India Ltd (BOM:543626) reported a revenue of INR 1,739 crores for Q1 FY26, demonstrating resilience despite challenging weather conditions.
The company successfully expanded its retail footprint by adding 44 new stores, which is nearly 20% of its current network.
The NCR region showed strong performance with a 21% year-on-year growth in MDO sales, and EBITDA margins improved from 2.6% to 3.6%.
The company is optimistic about the upcoming quarters, expecting a strong festive season and plans to open 25 to 30 new stores in FY26.
India's economic outlook remains positive, with projected GDP growth supporting increased consumer spending, which is expected to benefit the consumer durable sector.

Negative

Unseasonal and widespread rainfall significantly impacted demand for cooling products like air conditioners and air coolers, affecting overall sales.
EBITDA margins for the quarter were softer on a year-on-year basis due to the unusual weather patterns and rapid store expansion.
The addition of new stores led to an initial impact on margins due to fixed cost absorption lag, as newer stores typically operate at lower throughput.
A fire incident at a warehouse resulted in inventory damage worth INR 8 crores, which is under insurance assessment.
The company experienced a negative 18% like-to-like sales growth for the quarter, reflecting challenges in maintaining sales momentum.

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

ELEO.NS - Electronics Mart India Ltd
Q1 2026 Electronics Mart India Ltd Earnings Call
Aug 05, 2025 / 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 the Electronic Smart India Limited 1 FY26 earnings conference call. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Karan Bajaj, CEO and promoter of Electronic Smart India Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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