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.
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.
✓ Verified against BSE filing
2-Min Summary
✦ AI-Generated from Full Transcript
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.
Key Numbers
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%.
Management 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 order booking.
Management guidance revenueDeploy 225 Homero robots by March 2027
Target to deploy approximately 225 autonomous mobile robots in the US by end of FY27, generating monthly revenue of ~$2,500 per robot.
Management guidance growthQ4 FY26 revenue in line with last year's Q4
Management indicated Q4 standalone revenue will be similar to last year's Q4 (₹84 Cr consolidated), with improved bottom line.
Management guidance revenueHomero monthly revenue run-rate of ~$30K by March 2026
Expects to touch $25-30K monthly revenue from Homero by March 2026, based on ongoing POCs and deployments.
Management guidance revenueKey Risks
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 capital availability.
high · management_commentarySlow adoption of robotics in US warehouses
Analyst raised concern that US warehouse robotics penetration is only 5-7%, and adoption has been slower than projections, which could delay Homero's scale-up.
medium · analyst_questionDependence on future fundraising for Homero deployment
Management confirmed they need to raise additional capital to fund the 225-robot deployment target, and the quantum/valuation is not yet finalized.
high · management_commentaryTransparency concerns around Sai Green investment
Analyst questioned the credibility of Sai Green, incorporated in 2024, and its ability to provide strategic value; management's response was evasive.
medium · analyst_questionNotable Quotes
We have achieved a milestone of staying profitable in H1 of the year and this momentum continued in Q3 as well.
We plan to deploy by 2026 end or you can say March 27 around 225 robots... that could give us a monthly revenue of say around a crore.
We lost that order because we did not get the appropriate fundraising at that point in time which needed to ship these robots.
Frequently Asked Questions
What was Affordable Robotic &'s revenue in Q3 FY26?
Affordable Robotic & reported revenue of ₹20 Cr in Q3 FY26, representing a — change compared to the same quarter last year.
What guidance did Affordable Robotic & management give for FY27?
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 order booking. Deploy 225 Homero robots by March 2027: Target to deploy approximately 225 autonomous mobile robots in the US by end of FY27, generating monthly revenue of ~$2,500 per robot. Q4 FY26 revenue in line with last year's Q4: Management indicated Q4 standalone revenue will be similar to last year's Q4 (₹84 Cr consolidated), with improved bottom line. Homero monthly revenue run-rate of ~$30K by March 2026: Expects to touch $25-30K monthly revenue from Homero by March 2026, based on ongoing POCs and deployments.
What are the key risks for Affordable Robotic & in FY27?
Key risks include 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 capital availability.; Slow adoption of robotics in US warehouses — Analyst raised concern that US warehouse robotics penetration is only 5-7%, and adoption has been slower than projections, which could delay Homero's scale-up.; Dependence on future fundraising for Homero deployment — Management confirmed they need to raise additional capital to fund the 225-robot deployment target, and the quantum/valuation is not yet finalized.; Transparency concerns around Sai Green investment — Analyst questioned the credibility of Sai Green, incorporated in 2024, and its ability to provide strategic value; management's response was evasive..
Did Affordable Robotic & meet its previous quarter's guidance?
Scorecard data is being built as historical quarters are processed.
Where can I read the full Affordable Robotic & Q3 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary verified against official BSE/NSE filings.