Macfos Ltd
Macfos Ltd operates Robu.in, a specialised
e-commerce platform for electronic and mechanical parts. Portfolio covers robotic
parts, drone parts, e-bike parts, IoT & wire
less products, 3D printers & parts, DIY kits, development boards, Raspberry Pi products, sensors, motors, motor drivers, pumps, batteries & chargers, electronic modules, displays and other components. The company launched its website in 2014, Android app in 2017 and iOS app in Jan-23[1]
- Market Cap ₹ 1,150 Cr.
- Current Price ₹ 1,110
- High / Low ₹ 1,315 / 627
- Stock P/E 43.3
- Book Value ₹ 92.6
- Dividend Yield 0.00 %
- ROCE 34.2 %
- ROE 30.8 %
- Face Value ₹ 10.0
Pros
- Company is expected to give good quarter
- Company has delivered good profit growth of 74.6% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 35.4%
Cons
- Stock is trading at 12.0 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
- Promoter holding has decreased over last 3 years: -4.53%
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Consumer Discretionary Consumer Services Retailing E-Retail/ E-Commerce
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|
| 16 | 27 | 56 | 80 | 125 | 255 | 309 | 331 | |
| 15 | 24 | 47 | 69 | 110 | 231 | 271 | 292 | |
| Operating Profit | 1 | 3 | 9 | 11 | 16 | 24 | 38 | 38 |
| OPM % | 8% | 11% | 16% | 14% | 12% | 10% | 12% | 12% |
| 0 | 0 | 0 | 1 | 1 | 3 | 3 | 4 | |
| Interest | 1 | 1 | 1 | 1 | 1 | 2 | 4 | 4 |
| Depreciation | 0 | 0 | 0 | 0 | 1 | 1 | 3 | 3 |
| Profit before tax | 0 | 2 | 8 | 10 | 15 | 24 | 34 | 36 |
| Tax % | 19% | 25% | 26% | 26% | 26% | 25% | 25% | |
| 0 | 2 | 6 | 7 | 11 | 18 | 26 | 27 | |
| EPS in Rs | 7.64 | 11.22 | 17.25 | 24.72 | 25.57 | |||
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 63% |
| 3 Years: | 57% |
| TTM: | 29% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 75% |
| 3 Years: | 51% |
| TTM: | 40% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | 56% |
| 1 Year: | 69% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 39% |
| 3 Years: | 35% |
| Last Year: | 31% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Equity Capital | 0.01 | 0.01 | 0.01 | 9 | 9 | 9 | 10 |
| Reserves | 1 | 3 | 9 | 8 | 19 | 61 | 86 |
| 4 | 4 | 6 | 6 | 8 | 20 | 36 | |
| 1 | 3 | 5 | 10 | 15 | 18 | 28 | |
| Total Liabilities | 6 | 9 | 20 | 33 | 50 | 108 | 160 |
| 1 | 1 | 1 | 6 | 6 | 10 | 11 | |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 5 | 9 | 20 | 27 | 44 | 97 | 149 | |
| Total Assets | 6 | 9 | 20 | 33 | 50 | 108 | 160 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| 0 | 0 | -1 | 6 | 4 | -25 | -8 | |
| -1 | -0 | -0 | -5 | -5 | -10 | -3 | |
| 1 | -0 | 2 | -1 | 0 | 35 | 13 | |
| Net Cash Flow | 1 | -0 | 1 | 0 | -0 | -0 | 2 |
| Free Cash Flow | -0 | 0 | -1 | 1 | 2 | -29 | -11 |
| CFO/OP | 49% | 30% | 7% | 86% | 48% | -72% | -1% |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Debtor Days | 2 | 12 | 11 | 11 | 10 | 8 | 16 |
| Inventory Days | 108 | 105 | 112 | 104 | 95 | 98 | 122 |
| Days Payable | 35 | 34 | 23 | 37 | 30 | 18 | 26 |
| Cash Conversion Cycle | 75 | 82 | 100 | 78 | 75 | 88 | 113 |
| Working Capital Days | -14 | 24 | 62 | 58 | 51 | 68 | 81 |
| ROCE % | 47% | 81% | 58% | 55% | 42% | 34% |
Insights
In beta| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Number of Customers Served count |
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| Total Orders Served count |
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| Total SKUs count |
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| Average Order Value INR |
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| Avg. Monthly Website and App Visitors count |
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| Dedicated Warehouse Area sq ft |
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| Total Staff (Own + Contract) count |
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| Very Slow-moving Inventory % of Total Inventory % |
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Extracted by Screener AI
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Newspaper Publication
- Pursuant to Regulation 47 read with Regulation 30 of the SEBI (LODR) Regulations, 2015, we are enclosing herewith the newspaper cuttings of the ....
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Intimation Of Cut Off Date For E-Voting And Voting At The 09Th AGM And Book Closure For The Purpose Of 09Th AGM Scheduled To Be Held On 07Th September 2026
- AGM on 7 September 2026; cut-off date 31 August 2026, book closure 31 August-7 September 2026.
- Reg. 34 (1) Annual Report.
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Intimation Of AGM And Submission Of Notice Of 09Th Annual General Meeting ("AGM") Is Scheduled To Be On Monday, 07Th September 2026 At 03:15 P.M.
- Macfos AGM on 7 September 2026 via VC/OAVM; notice, annual report, and director reappointment circulated.
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Intimation Of Appointment Of Scrutinizer
- Macfos appointed scrutinizer for the 9th AGM and e-voting process on 11 August 2026.
Annual reports
Concalls
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Aug 2026TranscriptAI SummaryPPT
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May 2026Transcript PPT REC
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Apr 2026TranscriptAI SummaryPPT
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Jan 2026TranscriptAI SummaryPPT
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Nov 2025Transcript PPT REC
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Jul 2025TranscriptAI SummaryPPT
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May 2025Transcript PPT
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Jan 2025TranscriptAI SummaryPPT
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Nov 2024Transcript PPT
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Jul 2024TranscriptAI SummaryPPT
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May 2024Transcript PPT
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Nov 2023Transcript PPT REC
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Jun 2023Transcript PPT
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Jun 2023TranscriptAI SummaryPPT
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Mar 2023TranscriptAI SummaryPPT
Business Segments:
Business operates across
Robu 1.0 and Robu 2.0.
-Robu 1.0 [1]:
Electronics Distribution Arm. It covers product sourcing, inventory, online sales and fulfilment. Company works with suppliers to broaden the catalogue, improve procurement and shorten delivery timelines.
-Robu 2.0[2]
It covers development and sale of own-
brand products across 4 brands: SmartElex (electronics), EasyMech (mechanical), Simply
Fly (drones) and ProRange (OEM). Company
has a dedicated product-development team
for this business, which grew from around 4 people to 20-25 over two years.[3]
a) SmartElex:[2]
Motor-driver series and electronic modules.
295 SKUs across 5 categories added by
March 26. FY26 launches included TFT
and HMI displays and the Raspberry Pi
Neo development board. Portfolio had
roughly 300 SmartElex modules by FY
26.
b) EasyMech:[2][4]
-Mechanical accessories and drone frames.
6 new drone-frame SKUs launched during
FY26.
-SimplyFly: 7 SKUs across 2 categories. Launches included agri-drone frame, ready-to-fly FPV kits, drone telemetry and drone RC remote. Company also developed chargers, ESCs and video transmitter/receivers.
c) ProRange:
OEM portfolio covering products sourced and manufactured under the company brand. 650 SKUs added in FY26 across sensors, modules, 3D-printing filaments, drone motors, propellers and frames, tools and measuring instruments.[5][2]