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AFFORDABLEROBOTICAUTOMAT Manufacturing 13 Feb 2026

Affordable Robotic & Automation Ltd — Q3 FY26

Affordable Robotic & Automation reported a strong Q3 FY26 with consolidated revenue of ₹86.8 crore and EBITDA margin expanding to 10.7% (vs -4.6% last year), driven by a 30% reduction in material and employee costs through restructuring and contract labor.

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Revenue ₹20 Cr
EBITDA ₹7 Cr
PAT ₹1 Cr +116%
EBITDA Margin 15.15% +1530bps
Duration 84 min
Read Time 1 min read

✓ Verified against BSE filing

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Affordable Robotic & Automation reported a strong Q3 FY26 with consolidated revenue of ₹86.8 crore and EBITDA margin expanding to 10.7% (vs -4.6% last year), driven by a 30% reduction in material and employee costs through restructuring and contract labor. PAT grew 116% YoY to ₹2.18 crore. The standalone business turned profitable with EBITDA margin of 9.8%. The order book stands at ₹130 crore (standalone) plus ₹8 crore from Homero (lease). Management guided for 20-30% revenue growth in Indian business and plans to deploy 225 robots in the US by March 2027, targeting monthly revenue of ~$2,500 per robot. Key risk: past order losses due to funding constraints and slower-than-expected US adoption.

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Past order loss due to funding constraints

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Quarter Snapshot

Order Book (Standalone) ₹130 Cr
+176% YoY

Closing order book as of Dec 31, up from ₹47 Cr opening, with ₹130 Cr new orders booked in 9 months.

New Customer Orders 52 orders
40% of total bookings

40% of new order bookings came from new customers, indicating expanding client base.

Homero Robots Deployment Target 225 units
by March 2027

Management targets deploying 225 autonomous mobile robots in the US by FY27 end, generating ~$2,500/month each.

POC Success Rate 90%+
meeting success criteria

Over 90% of proof-of-concepts met success criteria; conversion to orders currently ~20-25%.

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Guidance and risk preview

Top guidance Indian business revenue growth 20-30% in FY27

Management expects standalone Indian business to grow 20-30% in the next financial year, driven by improved operational efficiency and selective or...

Top risk Past order loss due to funding constraints

Management admitted losing a ~₹21 Cr order because they lacked funds to build inventory and ship on time, highlighting execution risk tied to capit...

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