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Affordable Robotic & Automation Ltd

Q2 FY26

Affordable Robotic & Automation Q2 FY26: Order Book ₹57 Cr

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹169

Market cap₹214 Cr

P/E37.1

Updated16 Oct 2026

Read4 min read

Affordable Robotic & Automation Ltd Q2 FY26 key numbers

Revenue: Order book currently stands at 140 Crores expected to be delivered by year-end, with more orders anticipated in the next 3 to 6 months.

As stated in Affordable Robotic & Automation Ltd's Q2 FY26 earnings call transcript · published 8 Aug 2026. Reported figures, not investment advice.

The short version

The company targets significant growth, aiming to become a billion-dollar valuation company in the next 4 to 5 years. The company is targeting a minimum 50% year-on-year growth going forward (Page 41).

From Affordable Robotic & Automation Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

The company targets significant growth, aiming to become a billion-dollar valuation company in the next 4 to 5 years.
Revenue for FY26 is expected around 25 to 26 Crores, with further substantial growth projected for FY27 and beyond, anticipating a J-curve kind of growth.
Order book currently stands at 140 Crores expected to be delivered by year-end, with more orders anticipated in the next 3 to 6 months.
The company expects exponential growth in FY27 driven by volume increases and new orders.
Product segments like HUMRO anticipate a J-curve growth, whereas welding automation and automated parking are expected to grow at a CAGR of 17-20%.

2 more points from Affordable Robotic & Automation Ltd's call on revenue

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Profitability & Margins

The company is targeting a minimum 50% year-on-year growth going forward (Page 41).
Exponential growth is expected from FY27 onwards, especially at the parent level (Page 44).
FY26 revenue target is around 25-26 Crores, with a significant jump anticipated in FY27 and beyond, showing a J-curve growth (Pages 33, 44).
The focus on cost optimization and variable cost structure is expected to improve margins this financial year (Page 12).
Sustainable standalone margins were around 4% last year, with gross margins in specific segments between 20-50% anticipated (Pages 20, 41).

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Capital Expenditure Plans

No CAPEX spending planned until FY27; focus remains on customer acquisition and product development.
Manufacturing land and capacity expansion expected only after FY27.
Intangible assets (~40 Crore) mostly capitalized; from next financial year, product development costs will be expensed.
Product development largely completed; future spends on cost optimization only.
Upcoming joint venture announcement related to heavy welding (ARAPL) expected soon.

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Fundraising & Capital Structure

The company expects to raise around 8 to 10 million dollars through equity.
Some urgent funding requirements in the subsidiary led to promoter stake sales to HNIs, with plans to reinvest into the subsidiary.
Currently searching for bankers to finance lease contracts under three years.
As operations mature, the company aims to secure bankers for financing longer-term contracts.

2 more points from Affordable Robotic & Automation Ltd's call on fundraising

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Order Book & Pipeline

Current confirmed order book: approximately ₹141 Crores, expected to be delivered by Q4 FY26.
Opening order book for the year: ₹57 Crores.
Additional bookings in H1: ₹105 Crores.
Deliveries done so far: ₹43 Crores.
Orders received till mid-November expected to be delivered before March FY26; any orders after will spill over to next fiscal year.
US market has around 26-30 robots deployed; POCs ongoing with multiple customers.
Waiting on conversion of POCs to larger orders.
Pipeline includes significant potential from clients with 100-500 warehouses requiring 40-50 robots per warehouse.

2 more points from Affordable Robotic & Automation Ltd's call on order book

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Affordable Robotic & Automation Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Sep 2024Q2 FY25

Dec 2024Q3 FY25

Mar 2025Q4 FY25

Jun 2025Q1 FY26

Sep 2025Q2 FY26

Dec 2025Q3 FY26

Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹20 Cr, net profit ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Affordable Robotic & Automation Ltd Q2 FY26 results?

The company targets significant growth, aiming to become a billion-dollar valuation company in the next 4 to 5 years. The company is targeting a minimum 50% year-on-year growth going forward (Page 41).

What is Affordable Robotic & Automation Ltd share price analysis?

Affordable Robotic & Automation Ltd currently shows a neutral. The stock trades at a P/E of 37.1 with a market cap of ₹214 Cr. Investors should review the full earnings analysis for detailed insights.

Is Affordable Robotic & Automation Ltd planning capital expenditure?

No CAPEX spending planned until FY27; focus remains on customer acquisition and product development.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.