AFFORDABLEROBOTICAUTOMAT / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Affordable Robotic & · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ3-FY26 · 2026-02-13Back to quarter ↗

Questions audited

Answered directly

50%

Numeric claims

Consistency

mixed

Question ledger

What was answered, and how?

Mr. Cost · BMSL Capital

evasive

Why can't India grow robotic companies like other emerging markets? Is Homero threatened?

we are not into humanoid. So, I won't be able to talk about humanoid much. humanoid is still 10 years away from the actual commercial deployment in industry.

Mr. Cost · BMSL Capital

evasive

What is the reasoning behind Sai Green's 15 cr investment and who is behind it?

Sai green is a very big company and they are into power plant and green energy sector and they have lot of other investment in autonomous vehicles

Mr. Cost · BMSL Capital

direct

What is the quantifiable opportunity in Homero over 3-5 years?

the forklift sold annually is 750,000 ... we want to take one to 2% share in next five years

Pavan Kumar · Research desk

direct

Is the heavy welding JV finalized? Can you share details?

heavy building it's still you know joint venture has not gone through and we are still working on our own for heavy building.

Pavan Kumar · Research desk

partial

How many PCs done in US and what is the success rate?

we have done multiple PC's approximately 10 to 12 PC's ... success rate of the P is you can say almost 50 to 60%.

Pavan Kumar · Research desk

declined

What is the revenue guidance for Q4 FY26?

probably we can't give guidance right like that. So but yeah it's good like our focus is like profitability

Pavan Kumar · Research desk

evasive

What is the revenue guidance for FY27?

we are working towards the J curve right. So we have developed last four years the technology which has to be deployed and can be scaled up drastically.

Pavan Kumar · Research desk

evasive

Why is Indian business not scaling revenue despite car parking and welding?

this year you know we have made the operations very very light and profitable so that we can take larger volume in a more efficient way.

Pavan Kumar · Research desk

direct

Can you quantify the expected revenue growth in Indian business?

top line we expect to grow by around you know 20 to 30%.

Chen Hardi · Research desk

direct

What is the total order book? Clarify 190 cr vs 130 cr.

We have total order book is 190 from which we already delivered around 59. So balance ordering is around 130.

Chen Hardi · Research desk

partial

Are you able to crack outright sale deals for Homero?

there has been not a single customer ... who have not asked me okay when you quote the price you give me what is it after one if I want to own it which means there is an intent

Chen Hardi · Research desk

direct

How many robots are involved in the 8 cr lease order?

this is like 7 10 um 30 13 equipments and we have around 25 in US.