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Macfos Ltd

Q2 FY26Retailing

Macfos Q2 FY26 earnings call: Revenue & Margins

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

Price₹1,108
Market cap₹1.2K Cr
P/E44.7
Updated23 Aug 2026
Read3 min read

The short version

MACFOS aims to maintain a historic growth rate of around 50% CAGR over the next 2-3 years. MACFOS Limited aims to maintain a historic growth rate of around 50% CAGR over the next 2-3 years.

From Macfos Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • MACFOS aims to maintain a historic growth rate of around 50% CAGR over the next 2-3 years.
  • Confident about continuing strong growth due to favorable industry conditions and strategic initiatives.
  • Growth driven by expansion in product segments, especially electronics components and proprietary products (Robu 2.0).
  • Strong repeat orders and increasing traction from corporate and industrial customers add to steady growth.
  • No reliance on one-time bulk orders; base growth is organic and sustainable.
  • Strategic focus on IT infrastructure, warehousing efficiency, and supply chain improvements to support volume growth.

2 more points from Macfos Ltd's call on revenue

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Profitability & Margins

See what Macfos Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Currently, MACFOS Limited is focused on developing teams for designing and developing new products rather than investing in manufacturing machinery or factories.
  • No immediate plans for significant capex on manufacturing equipment; PCB production and component assembly are outsourced due to low volumes.
  • Future manufacturing investments, such as machines for soldering components in-house, will depend on volume growth and cost-effectiveness.

2 more points from Macfos Ltd's call on capex

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Top-ranked in Retailing

Ranked on what management guided this quarter

Guidance-ranked
1V2 Retail Ltd
Rev 1Mar 3
2Rentomojo
Rev 1Mar 3
3
Rev 2Mar 2
4
Rev 2Mar 2
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Macfos Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • MACFOS Limited currently does not have any active large order book.
  • They are engaged in some trials and have modest orders with defense establishments.
  • Volumes from these defense-related orders are currently very small.
  • The company prefers not to overstate or excite investors regarding these modest orders.

2 more points from Macfos Ltd's call on order book

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Macfos Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹102 Cr, net profit ₹10 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Macfos Ltd Q2 FY26 results?

MACFOS aims to maintain a historic growth rate of around 50% CAGR over the next 2-3 years. MACFOS Limited aims to maintain a historic growth rate of around 50% CAGR over the next 2-3 years.

What is Macfos Ltd share price analysis?

Macfos Ltd currently shows a neutral. The stock trades at a P/E of 44.6 with a market cap of ₹1,185 Cr. Investors should review the full earnings analysis for detailed insights.

Is Macfos Ltd planning capital expenditure?

Currently, MACFOS Limited is focused on developing teams for designing and developing new products rather than investing in manufacturing machinery or factories.

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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.