📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-08-11 16:44
0 analysed today
0
Today
133,620
All-time analysed
40,132
Positive
6,284
Negative
79,384
Neutral
7,752
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
23 announcements match the current filters (relevance ≥ 5).
458% PAT Growth: EMIL Reports Record ₹121 Cr Profit in Q1 FY27 on Strong AC Sales
Electronics Mart India Limited (EMIL) delivered its strongest quarterly performance to date in Q1 FY27, with revenue growing 39% YoY to ₹2,419 Cr. PAT surged 458% to ₹121 Cr, remarkably exceeding the company's entire FY26 annual profit of ₹107.4 Cr in just one quarter. This was driven by a robust summer season for air conditioners and a high Same-Store Sales Growth (SSSG) of 34.2%. Operational efficiency also improved significantly, with working capital days reducing from 73 to 42 days.
Confidence: HIGH
What changedEMIL achieved a massive earnings beat and significant operational turnaround in its North cluster, while drastically reducing its working capital cycle.
Why it mattersThe results demonstrate that EMIL's expansion strategy is maturing faster than expected, with non-mature stores contributing higher margins (8.1%) and the company generating record cash flows to fund its next expansion into West Bengal.
Q1 FY27 Revenue: ₹2,419 CrQ1 FY27 PAT: ₹121 CrSSSG: 34.2%Working Capital Days: 42 daysQ1 PAT vs FY26 Annual PAT: 112.6%EBITDA Margin: 9.9%
📅 Short termThe stock is likely to react positively to the record-breaking profit and sharp improvement in operational metrics like SSSG and working capital.
📈 Long termThe successful maturation of 131 non-mature stores and the turnaround of the North cluster suggest a scalable model for national expansion, potentially re-rating the business as it enters West Bengal.
⚠ Risk flags
- Seasonality risk (high dependence on summer cooling products)
- Execution risk in new geographic clusters (West Bengal)
- Inventory obsolescence in the mobile phone category (39% of mix)
Key Highlights
Revenue grew 39% YoY to ₹2,419 Cr, driven by a strong summer season where ACs led the large appliance category (48% of mix).
PAT increased by 458% YoY to ₹121 Cr, surpassing the total TTM PAT of ₹107.4 Cr.
Same-Store Sales Growth (SSSG) stood at 34.2%, with the Andhra Pradesh market recording a high of 49.1%.
EBITDA margins expanded to 9.9% from 6.3% YoY, aided by non-mature stores reaching an 8.1% margin.
Working capital cycle improved by 31 days, falling to 42 days as of June 2026 compared to 73 days in March 2026.
👀 What to Watch
Investors should monitor the sustainability of margins in the North cluster (currently 4.9%) and the execution of the upcoming West Bengal market entry. The key metric to watch is whether non-mature stores continue their margin trajectory toward the 11.2% benchmark of mature stores.
458% PAT Growth in Q1 FY27; Revenue Surges 39% to ₹2,419 Cr with 34.2% SSSG
Electronics Mart India Limited (EMIL) reported a robust Q1 FY27 with revenue growing 39% YoY to ₹2,419 Cr, significantly outpacing its TTM revenue run rate. Profitability saw a massive jump, with PAT increasing 458% to ₹121 Cr and EBITDA margins expanding by 360 bps to 9.9% (Ind-AS 116). Growth was primarily driven by a strong Same Store Sales Growth (SSSG) of 34.2% and the continued scaling of the North cluster (NCR), which grew 48% YoY. With 131 out of 227 stores still in the 'non-mature' phase (average age 1.9 years), the company has significant embedded operating leverage as these stores move toward mature-store EBITDA margins of 11.2%.
Confidence: HIGH
What changedEMIL has demonstrated a sharp acceleration in both top-line growth and margin expansion, driven by high SSSG and the increasing contribution of newer stores in the NCR region.
Why it mattersThe results validate the company's cluster-based expansion strategy outside South India and highlight the significant operating leverage available as its large cohort of young stores (average age 1.9 years) matures.
Q1 FY27 Revenue: ₹2,419 CrRevenue vs TTM Revenue: 33.7%YoY PAT Growth: 458%SSSG: 34.2%EBITDA Margin (Ind-AS 116): 9.9%Non-Mature Stores: 131 units
📅 Short termThe stock is likely to react positively to the substantial beat in PAT and strong SSSG numbers, reflecting high consumer demand in the electronics retail segment during the quarter.
📈 Long termThe structural story remains strong as 58% of the store network is yet to reach maturity; as these 131 stores scale, overall corporate margins are expected to trend higher toward the 11%+ store-level EBITDA seen in mature outlets.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Inventory days remain high at 73 days
- North cluster margins (4.9%) are significantly lower than the established South cluster (10.9%)
- High debt-to-equity ratio of 1.0x (Gross)
Key Highlights
Revenue from operations increased 39% YoY to ₹2,419 Cr, representing ~34% of the total TTM revenue in a single quarter.
PAT surged 458% YoY to ₹121 Cr, with PAT margins improving from 1.2% to 5.0% YoY.
Same Store Sales Growth (SSSG) reached 34.2%, a significant acceleration from previous periods.
Store network expanded to 227 stores, with 131 stores (58% of total) being less than 4 years old and yet to reach peak profitability.
North Cluster (NCR) revenue grew 48% YoY to ₹344 Cr, though store-level EBITDA margins at 4.9% remain well below the South Cluster's 10.9%.
👀 What to Watch
Investors should monitor the margin convergence of the North cluster stores toward the South cluster benchmarks as they mature. The key execution metric to watch is the maturation timeline of the 131 non-mature stores, which currently operate at lower margins but represent the primary driver for future profitability.
458% PAT Growth: EMIL Reports Record Q1 FY27 with ₹2,419 Cr Revenue
Electronics Mart India Limited (EMIL) delivered a robust Q1 FY27, with revenue growing 39% YoY to ₹2,419 crore. Profitability saw a massive surge as PAT rose 458% to ₹121 crore, which notably exceeds the company's entire TTM PAT of ₹107 crore. Performance was driven by a high Same Store Sales Growth (SSSG) of 34.2% and the North Cluster turning EBITDA positive at a 4.9% margin. The company added 4 net stores during the quarter, bringing the total to 227, and announced a strategic entry into the West Bengal market.
Confidence: HIGH
What changedEMIL achieved its highest-ever quarterly profit, with Q1 FY27 PAT (₹121 cr) surpassing the total PAT of the previous four quarters combined (₹107 cr).
Why it mattersThe results validate the company's strategy of store maturation and cluster-based expansion, showing significant operating leverage as newer stores reach scale and improve overall margins.
Q1 FY27 Revenue: ₹2,419 crQ1 FY27 PAT: ₹121 crSSSG: 34.2%EBITDA Margin: 9.9%Q1 Revenue vs TTM Revenue: ~33.7%Total Store Count: 227
📅 Short termThe stock is likely to react positively to the massive earnings beat and the significant expansion in EBITDA margins.
📈 Long termStructural growth is evident as the 131 'non-mature' stores begin to contribute higher margins; expansion into West Bengal provides a new long-term growth runway.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High Debt-to-Equity ratio of 1.23
- Inventory obsolescence risks inherent in electronics retail
- Execution risk in new geographical clusters like West Bengal
Key Highlights
Revenue from operations grew 39% YoY to ₹2,419 crore, representing ~34% of TTM revenue in a single quarter.
EBITDA doubled with 118% YoY growth to ₹239 crore, with margins expanding to 9.9%.
Same Store Sales Growth (SSSG) stood at a significant 34.2%, reflecting rapid maturation of newer stores.
North Cluster EBITDA margin improved to 4.9%, showing progress toward the South Cluster's 10.9% benchmark.
Net store count increased to 227 across 100+ cities, with plans to expand into West Bengal.
👀 What to Watch
Monitor the sustainability of the 34.2% SSSG and the margin trajectory of the North Cluster stores as they continue to mature. Watch for the execution timeline and initial performance of the upcoming West Bengal expansion.
457% PAT Growth: EMIL Reports Strong Q1 FY27 Results with Revenue up 39% YoY
Electronics Mart India Limited (EMIL) delivered a robust performance for Q1 FY27, with consolidated revenue rising 39.1% YoY to ₹2,418.95 Cr. Net profit surged 457% YoY to ₹120.64 Cr, significantly aided by a low base in Q1 FY26 which was impacted by a fire incident and a weak summer. The company's EPS jumped to ₹3.14 from ₹0.56 in the year-ago period. This single quarter's profit of ₹120.64 Cr already exceeds the total TTM PAT of ₹107 Cr, indicating a sharp turnaround in profitability.
Confidence: HIGH
What changedEMIL has reported a massive recovery in both top-line and bottom-line performance compared to a weak Q1 FY26 that was hampered by a fire incident and adverse weather.
Why it mattersThe results demonstrate strong operating leverage and a successful start to the fiscal year, with quarterly revenue contributing approximately 33.7% of the previous TTM revenue, suggesting potential for a full-year re-rating.
Revenue (Q1 FY27): ₹2,418.95 CrNet Profit (Q1 FY27): ₹120.64 CrRevenue vs TTM Revenue: 33.7%PAT vs TTM PAT: 112.7%EPS (Q1 FY27): ₹3.14
📅 Short termThe stock is likely to react positively in the short term due to the substantial earnings beat and the fact that quarterly profit exceeded the previous full-year TTM profit.
📈 Long termLong-term growth depends on the maturation of 131 'non-mature' stores and the successful execution of the cluster-based expansion strategy in North India.
⚠ Risk flags
- Inventory obsolescence risks
- High competition in the NCR retail market
- Dependency on seasonal demand for cooling products
Key Highlights
Revenue from operations grew 39.1% YoY to ₹2,418.95 Cr from ₹1,739.39 Cr.
Net Profit (PAT) increased by 457.2% YoY to ₹120.64 Cr compared to ₹21.62 Cr in Q1 FY26.
Profit Before Tax (PBT) stood at ₹162.07 Cr, a significant jump from ₹28.90 Cr YoY.
Earnings Per Share (EPS) for the quarter reached ₹3.14, up from ₹0.56 in the previous year's corresponding quarter.
Total expenses were managed at ₹2,258.83 Cr, growing at a slower pace (32.6%) than revenue growth (39.1%).
👀 What to Watch
Investors should monitor the sustainability of these improved margins and the sales performance in the newly entered NCR and Western UP clusters during the upcoming festive season.
3,600 Sq. Ft. New Store Opened in Saket, New Delhi by Electronics Mart India
Electronics Mart India Limited (EMIL) has commenced operations of a new 3,600 sq. ft. multi-brand store in Saket, New Delhi, as of July 25, 2026. This expansion aligns with the company's strategy to aggressively scale in the NCR and Western UP clusters to drive its 10-12% growth target. While a single store is incremental relative to the existing 215-store network, it contributes to the 'embedded growth' pipeline where 131 stores are currently in the non-mature phase. Investors should note that mature stores typically operate at a 6.8% EBITDA margin compared to 3.0% for newer outlets.
Confidence: HIGH
What changedEMIL has added a new physical retail location in New Delhi, expanding its footprint in the North India cluster.
Why it mattersThe expansion is critical for EMIL to reduce its geographic concentration in South India and capture market share in the unorganized segments of the NCR and Western UP regions.
New Store Area: 3,600 Sq. Ft.Total Store Count (Q2 FY26): 215TTM Revenue: ₹7,183 CrAverage Ticket Size: ₹22,757Non-mature Store EBITDA Margin: 3.0%
📅 Short termThe opening confirms the company's ongoing execution of its store-rollout plan, though the immediate financial impact of one store on ₹7,183 Cr TTM revenue is marginal.
📈 Long termThe continued expansion into the NCR region is structurally significant as it builds the scale necessary to improve operating leverage and achieve the targeted 10-12% growth rate.
⚠ Risk flags
- High competition in the NCR electronics retail market
- Inventory obsolescence risks inherent in consumer electronics
Key Highlights
New store covers 3,600 Square Feet in the Saket area of New Delhi
Expansion targets the NCR cluster, a key focus area for the company's growth strategy
Company currently manages a network of 215 stores as of Q2 FY26
Maturation of 131 'non-mature' stores is expected to drive future EBITDA margin improvement
Average ticket size for the company stands at ₹22,757 as of H1 FY26
👀 What to Watch
Monitor the quarterly Same Store Sales Growth (SSSG) and the margin trajectory as the 131 non-mature stores (average age 1.9 years) move toward the 4-year maturity mark.
6,500 Sq. Ft. New Store Opened in Andhra Pradesh by Electronics Mart India
Electronics Mart India Limited (EMIL) has commenced operations of a new 6,500 sq. ft. multi-brand store under the 'Bajaj Electronics' brand in Peddapuram, Andhra Pradesh, on July 10, 2026. This addition is part of the company's ongoing retail footprint expansion, adding to its network of over 215 stores. While a single store opening is incremental relative to TTM revenue of Rs 7,183 Cr, it supports the company's 10-12% growth target. Investors should note that new stores typically operate at lower EBITDA margins (3.0%) compared to mature stores (6.8%), representing 'embedded' growth potential as they age.
Confidence: HIGH
What changedEMIL has expanded its retail presence in Andhra Pradesh by opening one new multi-brand electronics store.
Why it mattersContinuous store expansion is the primary driver for EMIL's 10-12% revenue growth target; the maturation of these new stores is critical for long-term margin expansion.
New Store Area: 6,500 Square FeetTTM Revenue: Rs 7,183 CrAverage Ticket Size: Rs 22,757Non-mature Store Margin: 3.0%Mature Store Margin: 6.8%
📅 Short termThe announcement is a routine positive development showing steady execution of the company's expansion strategy.
📈 Long termThe store will contribute to long-term revenue growth as it matures over the next 4 years, potentially doubling its operating margin contribution during that period.
⚠ Risk flags
- Initial margin dilution from new store operating costs
- Regional concentration in South India
Key Highlights
New store covers a total area of 6,500 square feet in Peddapuram, Kakinada.
Operations commenced on July 10, 2026, under the 'BAJAJ ELECTRONICS' brand.
Adds to the existing base of 215 stores reported as of Q2 FY26.
Aligns with the strategy to mature 131 'non-mature' stores to improve overall EBITDA margins from 3.0% to 6.8%.
👀 What to Watch
Watch for the total store count and Same Store Sales Growth (SSSG) in the next quarterly report to gauge the efficiency of new store rollouts and the maturation cycle of the existing 131 non-mature outlets.
6,250 Sq. Ft. New Store Opening in Gurugram by Electronics Mart India Limited
Electronics Mart India Limited (EMIL) has commenced operations of a new 6,250 sq. ft. multi-brand store in Gurugram, Haryana, as of June 29, 2026. This expansion is part of the company's strategic focus on the North Cluster (NCR) and Western UP to drive its 10-12% expected growth rate. While the addition of a single store is incremental to the existing 215-store network, it supports the cluster-based growth model. Investors should monitor the maturation of these new stores, as non-mature stores currently operate at a 3.0% EBITDA margin compared to 6.8% for mature outlets.
Confidence: HIGH
What changedEMIL has officially opened a new retail outlet in Gurugram, increasing its physical footprint in the North Indian market.
Why it mattersThe company is aggressively expanding outside its South India stronghold; the maturation of these new stores is the primary lever for doubling EBITDA margins from 3.0% to 6.8% over a four-year cycle.
New Store Area: 6,250 Sq. Ft.Commencement Date: 29th June 2026Mature Store EBITDA Margin: 6.8%Non-mature Store EBITDA Margin: 3.0%TTM Revenue: Rs 7183 Cr
📅 Short termThe opening confirms continued execution of the FY26-27 expansion plan and may provide a marginal boost to regional sales volumes.
📈 Long termStructural growth depends on the ability of these NCR stores to reach 'mature' status (4+ years old) and achieve the higher 6.8% margin profile.
⚠ Risk flags
- Initial margin dilution from new store operating costs
- High competition in the NCR electronics retail market
Key Highlights
Commenced commercial operations of a new multi-brand store on June 29, 2026
New store covers an area of 6,250 square feet in Gurugram, Haryana
Expansion targets the NCR region, a key growth cluster for the company
Part of a broader network of 215 stores as of Q2 FY26
Supports the strategy to convert unorganized market segments into organized retail
👀 What to Watch
Monitor the company's quarterly store addition pace and the Same Store Sales Growth (SSSG) in the NCR region to gauge the success of the northern expansion.
Electronics Mart India Opens New 7,680 Sq. Ft. Bajaj Electronics Store in Telangana
Electronics Mart India Limited (EMIL) has commenced commercial operations of a new multi-brand retail store under its 'BAJAJ ELECTRONICS' brand on June 22, 2026. The new outlet is located in Kagaz Nagar, Telangana, and spans a total area of 7,680 square feet across the ground and first floors. This expansion is part of the company's ongoing strategy to deepen its market penetration in the Telangana region. The store will offer a wide range of consumer electronics and appliances, contributing to the company's retail revenue stream.
Key Highlights
Commenced operations of a new 'BAJAJ ELECTRONICS' store on June 22, 2026.
The new retail facility covers a significant area of 7,680 square feet.
Located at Kagaz Nagar, Komaram Bheem, Asifabad District, Telangana.
The store operates across two levels (Ground and First Floor) as a multi-brand outlet.
Expansion aligns with EMIL's growth strategy in its core South Indian market.
👀 What to Watch
Investors should monitor the company's pace of store additions as it directly correlates with revenue growth. The continued expansion in Telangana reinforces their dominant regional position.
EMIL Opens New 8,300 Sq. Ft. Bajaj Electronics Store in Huzurabad, Telangana
Electronics Mart India Limited (EMIL) has commenced commercial operations of a new multi-brand store under its 'Bajaj Electronics' brand on June 8, 2026. The new retail outlet is located in Huzurabad, Karimnagar district, Telangana, spanning a total area of 8,300 square feet across the ground and first floors. This expansion is part of the company's ongoing strategy to deepen its market penetration in the Telangana region. The store opening is expected to contribute to the company's top-line growth in the consumer electronics segment.
Key Highlights
Commenced commercial operations of a new 'Bajaj Electronics' store on June 8, 2026.
The new store is located in Huzurabad, Karimnagar, Telangana, covering 8,300 square feet.
The facility operates across two levels (Ground and First Floor) to showcase multi-brand electronics.
Strengthens the company's retail footprint in its core regional market of Telangana.
👀 What to Watch
Investors should view this as a routine but positive step in the company's physical expansion strategy. Monitor the company's quarterly revenue growth to see the cumulative impact of these new store additions on the bottom line.
EMIL Reports Strong Q4 FY26: PAT Jumps 49% to ₹40 Cr, SSSG Hits 12.2%
Electronics Mart India Limited (EMIL) delivered a robust Q4 FY26 performance with revenue growing 15% YoY to ₹1,913 crores and PAT surging 49% to ₹40 crores. The company achieved a strong Same Store Sales Growth (SSSG) of 12.2% in Q4, driven by a 28% growth in the mobile segment and recovery in the Hyderabad market. Operating margins improved to 6.7% from 5.6% YoY, aided by the NCR region turning EBITDA positive on a full-year basis. EMIL generated record cash flow from operations of ₹299 crores for FY26, significantly strengthening its working capital position.
Key Highlights
Q4 FY26 Revenue grew 15% YoY to ₹1,913 crores, with EBITDA margins expanding 110 bps to 6.7%.
Mobile phone segment recorded 28% growth in Q4, while panels (TVs) grew 13% sustaining GST reduction tailwinds.
Mature stores (>4 years) maintained healthy EBITDA margins of 7.3%, while the NCR cluster turned EBITDA positive for the full year.
Achieved record cash flow from operations of ₹299 crores in FY26, leading to reduced working capital requirements.
Store network expanded to 223 stores, with 140 stores still in the ramp-up phase (less than 4 years old) providing future margin upside.
👀 What to Watch
Investors should monitor the ramp-up of the 140 new stores, as their maturation from 3.1% to 7.3% EBITDA margins offers significant long-term profitability upside. The stock remains a strong play on organized electronics retail, especially with the NCR region turning profitable.
EMIL Q4 FY26: PAT Jumps 49% to ₹40 Cr; Strong 12.1% Same Store Sales Growth
Electronics Mart India Limited (EMIL) delivered a robust Q4 FY26 performance with revenue growing 15% YoY to ₹1,913 crores and PAT surging 49% to ₹40 crores. A standout metric was the Same Store Sales Growth (SSSG) of 12.1%, indicating that existing stores are maturing well and capturing higher consumer demand. While full-year revenue growth was more modest at 7%, management expects operating leverage to improve significantly in FY27 as the 63 stores added over the last two years reach optimal throughput.
Key Highlights
Q4 FY26 Revenue from operations grew 15% YoY to ₹1,913 crores with EBITDA margins expanding to 6.7%.
Same Store Sales Growth (SSSG) accelerated to 12.1% in Q4 compared to the full-year average of 5.3%.
Profit After Tax (PAT) for Q4 rose 49% YoY to ₹40 crores, though this includes exceptional items from asset disposals.
The company added 63 new stores over the last two years, which are expected to drive margin recovery as they ramp up in FY27.
Product mix remains dominated by Mobiles (45%) and Large Appliances (42%), with a growing focus on premium international brands.
👀 What to Watch
Investors should view the strong SSSG and margin expansion as positive signs of operational efficiency and successful store maturation. Monitor the company's ability to maintain this momentum in FY27 as the full impact of their recent 63-store expansion begins to reflect in the bottom line.
EMIL Q4 FY26 Revenue Rises 15% to ₹1,913 Cr; Q4 PAT Surges 49% YoY
Electronics Mart India Limited (EMIL) reported a robust Q4 FY26 with revenue growing 15% YoY to ₹1,913 crores, driven by double-digit growth across all product categories. While full-year FY26 PAT declined 33% to ₹107 crores due to exceptional labor code impacts and store transitions, Q4 PAT jumped 49% to ₹40 crores. The company demonstrated strong operational momentum with a Same Store Sales Growth (SSSG) of 12.1% in Q4. With 63% of its 223 stores currently in the non-mature phase (under 4 years old), there is significant built-in potential for margin expansion as these locations scale.
Key Highlights
Q4 FY26 Revenue increased 15% YoY to ₹1,913 Crores with a strong SSSG of 12.1%.
Q4 EBITDA grew 20% to ₹129 Crores, with EBITDA margins expanding 30 bps to 6.7%.
Added 23 net new stores in FY26, bringing the total store count to 223 across South and North clusters.
Mature stores (>4 years old) achieved a 7.3% EBITDA margin, significantly higher than the 3.1% margin of non-mature stores.
North Cluster (NCR) showed aggressive scaling with 31% revenue growth in Q4 FY26.
👀 What to Watch
Investors should monitor the maturation of the 140 non-mature stores, as their transition to the 7%+ margin bracket represents a major profitability lever. The strong SSSG and successful expansion into the NCR region validate the company's growth strategy.
Electronics Mart India Q4 PAT Jumps 49% YoY to ₹397M; Annual Profit Declines to ₹1,072M
Electronics Mart India Limited (EMIL) reported a strong Q4 FY26 with revenue growing 15% YoY to ₹19,132.45 million. Quarterly net profit saw a significant jump to ₹397.37 million compared to ₹266.76 million in the previous year's quarter. However, on a full-year basis, FY26 net profit declined by approximately 33% to ₹1,071.80 million from ₹1,605.21 million in FY25. This annual decline was largely driven by a sharp increase in finance costs and higher operating expenses despite steady revenue growth.
Key Highlights
Q4 FY26 Revenue from operations rose 15% YoY to ₹19,132.45 million.
Q4 FY26 Net Profit increased 49% YoY to ₹397.37 million.
Full-year FY26 Net Profit fell to ₹1,071.80 million from ₹1,605.21 million in FY25.
Annual Finance Costs surged to ₹1,536.70 million compared to ₹1,175.21 million in the previous year.
Earnings Per Share (EPS) for FY26 decreased to ₹2.79 from ₹4.17 in FY25.
👀 What to Watch
Investors should weigh the strong Q4 recovery against the overall annual profit decline caused by rising interest burdens. Monitor the company's ability to manage debt and operating margins in the upcoming quarters.
Electronics Mart India Opens New 5,200 Sq. Ft. Bajaj Electronics Store in Andhra Pradesh
Electronics Mart India Limited (EMIL) has officially commenced commercial operations of a new multi-brand retail store under its 'Bajaj Electronics' banner. The new store is located in Palakol, Andhra Pradesh, and covers a retail area of 5,200 square feet. This opening, effective May 12, 2026, is part of the company's ongoing strategy to deepen its market penetration in South India. The addition of this store is expected to contribute to the company's revenue growth in the current financial year.
Key Highlights
New multi-brand store launched under the 'Bajaj Electronics' brand name in Palakol, Andhra Pradesh.
The retail outlet spans a total area of 5,200 square feet.
Commercial operations officially commenced on May 12, 2026.
Expansion aligns with the company's regional growth strategy in South India.
👀 What to Watch
Investors should view this as a positive step in the company's retail footprint expansion. Monitor the cumulative impact of such store openings on the company's quarterly revenue and same-store sales growth.
Electronics Mart India Opens New 3,200 Sq. Ft. Multi-Brand Store in Rohini, Delhi
Electronics Mart India Limited (EMIL) has officially commenced commercial operations of a new multi-brand retail store in Rohini, Delhi, as of March 23, 2026. The new outlet operates under the 'ELECTRONICS MART' brand and covers a total area of 3,200 square feet. This expansion is part of the company's ongoing strategy to strengthen its retail presence in the National Capital Region (NCR). Such incremental store additions are key drivers for the company's revenue growth in the competitive consumer electronics segment.
Key Highlights
New multi-brand store launched under the 'ELECTRONICS MART' brand name.
Commercial operations commenced on March 23, 2026, in Rohini, Delhi.
The new retail facility spans a total area of 3,200 square feet.
Strategic expansion into the Delhi market to capture regional consumer demand.
👀 What to Watch
Investors should view this as a positive step in the company's physical expansion strategy. Monitor the company's quarterly revenue growth to see how new store additions are contributing to the overall bottom line.
Electronics Mart India Q3 FY26 Revenue Up 8% to ₹1,940 Cr; EBITDA Margins Expand to 6.1%
Electronics Mart India reported a steady Q3 FY26 with revenue growing 8% YoY to ₹1,939.7 crores, driven by a 25% festive-to-festive growth. EBITDA saw a significant 17% increase to ₹119 crores, with margins expanding by 50 bps to 6.1% due to operating leverage. While overall SSSG was modest at 2.54%, the NCR region outperformed with 30% revenue growth and 7.1% SSSG. The company continues its aggressive expansion, with 136 out of 219 stores still in the early maturity phase, offering future margin upside.
Key Highlights
Q3 FY26 Revenue rose 8% YoY to ₹1,939.7 crores with EBITDA growing 17% to ₹119 crores.
Mature stores over 4 years old delivered a 7% EBITDA margin compared to 3% for newer stores.
NCR cluster recorded robust 30% revenue growth and turned EBITDA positive at ₹2 crores for 9M FY26.
Large appliances and mobiles contributed 42% and 44% to Q3 revenue respectively.
Working capital cycle remained stable at 60 days with ₹500 crores cash flow from operations for 9M FY26.
👀 What to Watch
Investors should monitor the margin trajectory as the 136 young stores mature toward the 7% EBITDA benchmark. The stock remains a solid play on organized retail expansion in South India and the rapidly scaling NCR market.
Electronics Mart India Opens New 7,700 Sq. Ft. Bajaj Electronics Store in Telangana
Electronics Mart India Limited (EMIL) has announced the commencement of commercial operations for a new multi-brand retail store under the 'BAJAJ ELECTRONICS' brand. The new outlet is located in Shankarpally, Ranga Reddy District, Telangana, and spans an area of 7,700 square feet. This expansion aligns with the company's strategy to deepen its retail presence in its core market of Telangana. The store became operational on February 9, 2026, and is expected to contribute to the company's revenue growth in the retail segment.
Key Highlights
Commenced commercial operations of a new 'BAJAJ ELECTRONICS' store on February 9, 2026
The new retail outlet covers a total area of 7,700 square feet
Located at Fathepur, Shankarpally, Ranga Reddy District, Telangana
Strengthens the company's footprint in the high-growth Telangana region
👀 What to Watch
Investors should view this as a positive step in the company's physical expansion strategy. Monitor the company's quarterly revenue growth and store-level productivity to assess the efficiency of these new rollouts.
Electronics Mart India Q3 FY26 Revenue Up 7% to ₹1,940 Cr; PAT Impacted by Exceptional Charge
Electronics Mart India Limited (EMIL) reported a 7% YoY revenue growth in Q3 FY26, reaching ₹1,940 Crores, supported by a 2.5% Same Store Sales Growth (SSSG). While EBITDA grew 17% YoY to ₹119 Crores, Profit After Tax (PAT) declined 12% to ₹30 Crores due to a one-time exceptional charge for new Labour Code gratuity provisioning. The company is aggressively scaling its North cluster, which saw 30% revenue growth but currently operates at a thin 0.5% EBITDA margin compared to 6.2% in the South. With 136 stores still in the non-mature phase (average age 1.9 years), management anticipates significant operating leverage as these locations scale.
Key Highlights
Q3 FY26 Revenue increased 7% YoY to ₹1,940 Crores with EBITDA rising 17% to ₹119 Crores.
PAT for Q3 FY26 stood at ₹30 Crores, down 12% YoY, after accounting for exceptional labour code adjustments.
The company expanded its network to 219 stores across 94 cities, with 19 net store openings in 9M FY26.
North cluster revenue grew 30% YoY in Q3, though store-level EBITDA margins remain low at 0.5%.
Average Ticket Size increased to ₹23,616 in Q3 FY26, reflecting a premiumization trend in product mix.
👀 What to Watch
Investors should focus on the margin expansion potential as 136 non-mature stores reach the 4-year maturity mark. Monitor the North cluster's progress in reaching the 6%+ EBITDA margins seen in the mature South cluster.
Electronics Mart India Q3 FY26 Revenue Up 7.5% to ₹1,940 Cr; PAT Declines 11.5% YoY
Electronics Mart India Limited (EMIL) reported a 7.5% year-on-year growth in revenue for Q3 FY26, reaching ₹19,396.53 million. However, Net Profit for the quarter declined by 11.5% to ₹296.51 million compared to ₹335.11 million in Q3 FY25. The profitability was impacted by a one-time exceptional charge of ₹42.63 million related to the New Labour Code and a significant rise in finance costs. For the nine-month period ended December 2025, PAT saw a sharp decline of nearly 50% YoY, falling to ₹674.43 million.
Key Highlights
Revenue from operations grew 7.5% YoY to ₹19,396.53 million in Q3 FY26.
Net Profit (PAT) decreased by 11.5% YoY to ₹296.51 million from ₹335.11 million.
Finance costs increased by 29% YoY to ₹387.02 million during the quarter.
Exceptional loss of ₹42.63 million recorded due to employee benefit obligations under the New Labour Code.
9M FY26 PAT stands at ₹674.43 million, down from ₹1,338.44 million in 9M FY25.
👀 What to Watch
Investors should exercise caution as rising finance and depreciation costs are significantly compressing margins despite steady revenue growth. Monitor the company's debt levels and operational efficiency in the upcoming quarters to see if profitability stabilizes.
Electronics Mart India Opens New 5,800 Sq. Ft. Bajaj Electronics Store in Pileru, Andhra Pradesh
Electronics Mart India Limited (EMIL) has officially commenced commercial operations of a new multi-brand retail store under its 'Bajaj Electronics' brand on January 14, 2026. Located in Pileru, Andhra Pradesh, the new facility spans a total area of 5,800 square feet. This opening is part of the company's strategic regional expansion to strengthen its market presence in Southern India. The addition of this store is expected to contribute to the company's retail revenue stream starting from the current quarter.
Key Highlights
New multi-brand store launched under the 'Bajaj Electronics' brand in Pileru, Andhra Pradesh
The store covers a total retail area of approximately 5,800 square feet
Commercial operations officially commenced on January 14, 2026
Expansion aligns with the company's strategy to deepen penetration in the Andhra Pradesh market
👀 What to Watch
Investors should view this as a routine but positive growth step; continue to track the company's store count growth and same-store sales metrics to gauge overall performance.
