ROBU Q2 FY27 Guidance vs Delivery (ROBU Management Mirror)

H1 FY27 Revenue Meets Guided Growth Trajectory With 41% Underlying Increase

For H1 FY27, Macfos Limited reported revenue of INR 181.96 crore, EBITDA of INR 21.91 crore, and PAT of INR 13.18 crore, marking a YoY growth of 41% in revenue, 34% in EBITDA, and 31% in PAT on a comparable Ind AS basis. This revenue performance delivered against management's guidance from the Sep'25 Qtr concall, where they reaffirmed confidence in sustaining historical growth over the next 2 to 3 years, and aligns with the 30% to 40% growth trajectory outlook reaffirmed in recent periods. Going forward beyond Sep'26 Qtr, management expects to continue on this 30% to 40% growth trajectory over the next 4 to 5 years, supported by structural tailwinds such as Indian electronics adoption, Make in India initiatives, local manufacturing, and the domestic startup ecosystem.