Electronics Mart guides 15% revenue growth as AC mix climbs to 15% of sales
Electronics Mart India is targeting 15% topline growth across FY26-27, with EBITDA margins expanding from 6% to 6.5%+. AC share is rising from 12% to 15% on delayed monsoon and El Nino tailwinds, while Q1 SSSG hit ~15%. Expansion plans cover AP, Telangana, NCR and Kolkata-led eastern India, even as the stock trades 16% lower YoY.
What happened
Electronics Mart India targets 15% revenue growth in FY27, driven by strong AC demand, maturing NCR stores, and SSSG. Plans expansion in AP, Telangana, NCR, and
Key facts
- 15% revenue growth FY26-27
- AC share rising from 12% to 15%
- EBITDA margin 6% to 6.5%+
- ₹4,703.55 crore market cap
- shares down 16% YoY
- Q1 SSSG ~15%
Why this matters
Eastern India and NCR expansion signals a window for partnership or bolt-on M&A in regional electronics retail before Electronics Mart consolidates the underpenetrated geographies.
Also reported by
- CNBC-TV18 · Companies — Same time