Top Tweets for #Electronicsmart
#emil Added more today
#ElectronicsMart (#EMIL) | Extremely strong Q2. Equally impressive H1!
Despite Record performance stock is down 33% and available at 23 PE on TTM earning basis.
H1 FY27 Performance:
✅ Revenue: ₹4,319 Cr (+30% YoY)
✅ EBITDA: ₹369 Cr (nearly 2X YoY)
✅ EBITDA Margin: 8.6% (+280 bps)
✅ PAT: ₹161 Cr (4X+ YoY)
✅ SSSG: 27.5% 💥
✅ Customers billed: +20% YoY
✅ Operating #Cash Flow: ₹380 Cr; management expects ₹600 Cr+ for FY27. 💥
Key Positives:
✅ Strong underlying demand: Q2 revenue grew 19% to ₹1,900 Cr, with SSSG of 16.5%, despite being a seasonally lean quarter.
✅ #Margin expansion: Q2 EBITDA margin improved by 180 bps to 6.9%. H1 margin expanded by 280 bps to 8.6%.
✅ #Premiumisation: Average ticket size increased 15% to ₹25,700, reflecting strength in premium categories.
✅ #Operating leverage: Mature stores (over 4 years) generate 9.7% EBITDA margin versus 6.4% for younger stores. With over 50% of stores still less than 4 years old, there is #significant scope for further margin improvement.
✅ #Working capital days improved to 61 from 77, despite inventory build-up ahead of the festive season.
Other Metrics:
• RoCE: 18.5% 💥
• RoE: 12.9%
• Liquidity: ₹1,787 Cr
At a CMP of ₹138, the interesting part is what lies ahead.
H2 is seasonally stronger for the business, and the combination of strong SSSG, premiumisation, maturing stores and operating leverage could drive another leg of earnings growth.
The key numbers to watch will be Q3 and Q4 performance, particularly EBITDA margins and cash flow generation.
#Electronics Mart India (#EMIL) | Q2 & H1 FY27: Strong operating momentum!
A robust H1 FY27 with EBITDA nearly doubling and PAT growing over #4x.
✅ Q2 FY27
• Revenue: ₹1,900 Cr (+19% YoY)
• EBITDA: ₹131 Cr (+61% YoY)
• EBITDA Margin: 6.9% (+180 bps)
• PAT: ₹40 Cr (+149% YoY) 💥
• Gross Margin: 15.4% (+130 bps)
• SSSG: 16.5% 💥
✅ H1 FY27
• Revenue: ₹4,319 Cr (+30% YoY)
• EBITDA: ₹369 Cr (+93% YoY)
• PAT: ₹161 Cr (+326% YoY)
• EBITDA Margin: 8.6% (+280 bps)
• Gross Margin: 16.4% (+210 bps)
• SSSG: 27.5%
Key business highlights:
✅ North cluster revenue grew 45% in Q2, with EBITDA margin improving 430 bps to 16%.
✅ South cluster revenue grew 28% in H1, with EBITDA margin expanding 320 bps to 9.3%.
✅ Premiumisation gaining traction: built-in appliances, dishwashers, tablets and wearables delivering strong double-digit growth.
✅ Average ticket size grew 15%, reflecting a shift towards premium products.
✅ Pre-Ind AS operating cash flow stood at ₹304 Cr in H1.
✅ Working capital improved to 61 days vs 77 days.
Expansion: 229 stores across 100+ cities, with 6 net store additions in H1. West Bengal expansion is the next growth opportunity.
#Retail #ConsumerDurables #IndianMarkets
Electronics Mart Q2FY27: Record H1 🚀
H1 Rev ₹4,319cr (+30%)
EBITDA ₹369cr (~2x)
PAT ₹161cr (4x)
SSSG 27.5%
Q2 OPM 6.9% (+180bps) even in a lean quarter.
H2 is seasonally stronger 💪
#EMIL #ElectronicsMart #Q2FY27 #StocksToWatch
Electronics Mart
#EMIL
#ElectronicsMart
Extremely strong Q2FY27
Equally strong H1FY27
Record set with highest ever rninbers with solid cash flows and visible operating leverage
H1FY27:
Rev at 4319cr⏫30%
EBITDA at 369cr almost 2x with 8.6% OPM
PAT at 161cr up 4x YoY
SSSG 27.5%
Customers billed⏫20% YoY
Highest ever H1 numbers
380cr OCF
Expects 600+cr for FY27
Q2 OPM at 6.9%⏫180bps
H1 OPM at 8.6%⏫280bps
Premiumization
Avg ticket size ⏫15% to 25700
Network maturity is lifting margins upwards
Q2 is seasonally lean quarter
Rev at 1900cr⏫19%
SSSG 16.5%
WC days at 61 vs 77 despite inventory build up for festive quarter Q3
RoCE 18.5%
RoE 12.9%
Liquidity at 1787cr
At 138rs CMP
It should be interesting to see where the stock price will be post Q3 and Q4 numbers as H2 is stronger vs H1 for the business
Electronics Mart
#EMIL
#ElectronicsMart
Good Q2FY27 with big margin expansion
Q2 is a seasonally lean quarter
So done at make sense to see it on QoQ basis
#Q2FY27:
Rev at 1900cr⏫19%
Gross profit at 293cr⏫31%
GPM at 15.4%⏫130bps
SSSG at 16.5%
Electronics Mart
#EMIL
#ElectronicsMart
Good Q2FY27 with big margin expansion
Q2 is a seasonally lean quarter
So done at make sense to see it on QoQ basis
#Q2FY27:
Rev at 1900cr⏫19%
Gross profit at 293cr⏫31%
GPM at 15.4%⏫130bps
SSSG at 16.5%
EBITDA at 131cr⏫61%
OPM at 7%⏫180 bps
PAT at 40cr⏫149%
H1FY27:
Rev at 4319cr⏫30%
EBITDA at 369cr⏫93%
PAT at 161cr⏫326%
260-280bps increase in EBITDA and PAT margins
WC days at 61 days vs 77 days
OCF at 384cr
RoE at 12.9%
RoCE at 18.5%
#2QWithCNBCTV18 | #ElectronicsMart reports its Q2 results;
⏩Revenue Up 19.4% At ₹1,899.7 Cr Vs ₹1,591 Cr (YoY)
⏩Net Profit At ₹40 Cr Vs ₹16 Cr (YoY)
⏩EBITDA Up 59.1% At ₹130.5 Cr Vs ₹82 Cr (YoY)
⏩EBITDA Margin At 7% Vs 5% (YoY)
#ELECTRONICSMART
-Updated chart
#OnCNBCTV18 | Premchand Devarakonda, #ElectronicsMart On CNBC-TV18 Says Expect Revenue Growth Of 20%+ & Mid-teens Same-store-sales Growth In FY27.
Premchand Devarakonda Says Expect Inventories To Increase In Q2, Owing To Recent #iPhone 18 Series Launch, Will Be Adding 25 Stores In Total, 10 Stores In #Kolkata
#CNBCTV18Market | #Eternal & #ElectronicsMart shares gain as #iPhone18 Series demand builds. Eternal rises nearly 2% boosted by news of its upcoming availability on #Blinkit
Electronics Mart - Guidance Upgraded
Revenue growth can surpass the earlier guidance of 20%
Gross Margins can be above 15%
@Sharad9Dubey
#ElectronicsMart #stocksinfocus
#ElectronicsMart India targets 20% revenue growth in FY27, plans over 20 new stores
@Nigel__DSouza @ekta_batra
https://t.co/mKasuyj17a
#ElectronicsMart | FY27 Topline Growth Seen At 20%; EBITDA Margin Targeted At 7%
Premchand Devarakonda, CFO, Electronics Mart, To CNBC-TV18
* Q1 margin aided by favourable product mix
* Topline growth driven by demand and price escalation
* Margin may moderate as product mix changes
#Retail #CNBCTV18Market @ekta_batra @Nigel__DSouza
#EMIL +9% today and +20% in the last two days. 🔥
I skipped this one due to my rule of not entering too close to the earnings. 😡
THIS IS NOT A BUY/SELL/HOLD RECOMMENDATION. PLEASE DO YOUR OWN DUE DILIGENCE BEFORE MAKING A DECISION.
#electronicsmart #swingtrading
#EMIL Breakout, retest and bounce.
Now all up to the earnings.
THIS IS NOT A BUY/SELL/HOLD RECOMMENDATION. PLEASE DO YOUR OWN DUE DILIGENCE BEFORE MAKING A DECISION.
#electronicsmart
#EMIL
CMP 165
Just 1st week of the month and the volumes have gotten strong
Keep on watch
Electronics Mart India :- Q1FY27 Concall Highlights
#ElectronicsMart #Q1FY27 #Q1Result #stockmarket #Nifty
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