Did management answer the analysts?
12 analyst questions audited, 5 evaded or deflected.
View Claim Ledger →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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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.
12 analyst questions audited, 5 evaded or deflected.
View Claim Ledger →Past order loss due to funding constraints
View Risks →Full transcript text is available on this route.
Read Transcript →Closing order book as of Dec 31, up from ₹47 Cr opening, with ₹130 Cr new orders booked in 9 months.
40% of new order bookings came from new customers, indicating expanding client base.
Management targets deploying 225 autonomous mobile robots in the US by FY27 end, generating ~$2,500/month each.
Over 90% of proof-of-concepts met success criteria; conversion to orders currently ~20-25%.
Management expects standalone Indian business to grow 20-30% in the next financial year, driven by improved operational efficiency and selective or...
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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