Electronics Mart India Limited (EMIL) Earnings Call Transcripts

Electronics Mart India Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Electronics Mart India Limited (EMIL:IN) reported a revenue of INR 1,913 crores, a 15% increase year-over-year, and an EBITDA of INR 129 crores, reflecting a 20% growth. The EBITDA margin improved to 6.7% from 5.6% in the prior year. Management expressed optimism about sustained demand driven by strong summer sales and favorable GST impacts, while also indicating plans for continued store expansion and operational efficiency. The company maintained its FY '27 guidance, expecting further growth in both revenue and margins, particularly in the mobile and large appliance segments.

Reported metrics

Guidance from management

Management maintained its FY '27 guidance, expecting continued revenue growth and margin improvement, particularly in the mobile and large appliance categories.

What management said

Devanshu, most of it is anyway done directly from the OEMs or the brands directly apart from a few categories like accessories or small appliances where the values are very low. It would not even contribute to more than INR 50 crores a year that we would buy from local distributors because of the inventory management or any other issue. But apart from that, most of the sourcing now is done directly only.

Devanshu, [Foreign Language] so that 100-odd stores plus will always be in the cycle of getting matured at any time. But at the same time, idea is that are the stores which are 2 years ago, 3 years already or 15 months old, are they maturing in terms of revenue and EBITDA properties, that is what we look at, and those stores are trending up really well.

What analysts pressed on

Analysts raised concerns about the competitive landscape in Delhi and the potential impact on growth. There were questions regarding the sustainability of SSSG in the North region and the effectiveness of marketing strategies to enhance customer footfall.

Main topics on the call

• Revenue Growth — EMIL achieved a revenue of INR 1,913 crores in Q4 FY '26, representing a 15% increase from INR 1,664 crores in Q4 FY '25. Management noted, 'The quarter got off at a healthy start supported by a summer season that outper...
• EBITDA Margin Improvement — The EBITDA margin for Q4 FY '26 improved to 6.7% from 5.6% in the same quarter last year. This was attributed to 'meaningful operating leverage coming through,' despite ongoing store expansions.
• Strong Performance in Mobile Phones — The mobile phone segment recorded a robust growth of 28% in Q4 FY '26, driven by major new launches. Management stated, 'We expect the mobile category in the next phase of this demand cycle driven by upcoming technology ...
• Store Expansion Plans — EMIL added 4 new stores in Q4 FY '26 and plans to open 12-15 stores in FY '27, including a new market entry in Calcutta. Management emphasized, 'We will deepen our presence in existing clusters while remaining selective ...

Read the full Electronics Mart India Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Electronics Mart India Limited earnings call transcripts on record, spanning February 10, 2023 to August 7, 2026. Based on this history, Electronics Mart India Limited reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EMIL

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Specialty Retail

Calls on record

13

First call

February 10, 2023

Most recent

August 7, 2026

Reporting cadence

quarterly