Affordable Robotic & Automation Limited conducted its earnings conference call on February 13, 2026, with investors and analysts to discuss Q3 FY26 financial results and strategic developments. The complete transcript was officially filed with BSE and NSE on February 18, 2026, under SEBI Regulation 30.

Management Team and Call Overview

The earnings call was led by key management personnel including Mr. Milind Padole (Promoter and Managing Director), Mr. Rahul Padole (Executive Director - Marketing), Mr. Sengunthar Dakshnamurthy Kalidas (Chief Financial Officer), and Mr. Robinson Philipose (Co-founder and CEO, RaaS/Humro).

Nine-Month Financial Turnaround Performance

The management emphasized the company's historic turnaround to profitability during the nine-month period, marking a significant operational milestone.

Cost Optimization and Operational Efficiency

During the call, CFO Murthy detailed significant cost reduction initiatives that drove the profitability turnaround, with total expenses reduced by approximately 28.00%.

Order Book Performance and Business Development

The management provided detailed order book analysis showing strong booking performance across both automation and car parking verticals.

Humro (RaaS) US Operations and Expansion Plans

Co-founder Robinson Philipose detailed ambitious expansion plans for the US subsidiary, targeting significant robot deployment by March 2027.

Strategic Partnerships and Fund Raising

The management discussed the Sai Green investment of ₹15.00 crores and potential for autonomy stack monetization across various applications.

Key Investor Q&A Highlights

During the extensive Q&A session, management addressed concerns about revenue guidance, operational challenges, and growth prospects. Key points included:

• Q4 FY26 revenue expected to match historical levels of ₹74.00-76.00 crores standalone
• Indian business growth target of 20.00-30.00% for next year
• Humro lease model generating ₹8.00 crores over two years from 13 deployed equipments
• Focus on profitability over top-line growth in current restructuring phase

Future Outlook and Strategic Direction

Managing Director Milind Padole emphasized the company's positioning for a "J-curve" growth trajectory, leveraging four years of technology development and strategic partnerships for scaled deployment.

Source: Official earnings call transcript filed with BSE and NSE under SEBI Regulation 30

Affordable Robotic & Automation Ltd has achieved a significant milestone in its order book, surpassing ₹140 crore in total orders. The company has secured major contracts from prominent clients in the automotive industry, including Bajaj and Mahindra.

Key Highlights

• Total Orders: Exceeded ₹140 crore
• Major Clients: Bajaj and Mahindra
• Customer Loyalty: 80% of orders from repeat customers
• Delivery Timeline: Scheduled before March 2026

Order Details

The company's success in securing these substantial orders demonstrates its strong position in the automation sector and its ability to meet the demands of major players in the automotive industry. The high percentage of repeat customers (80%) suggests a high level of client satisfaction and the company's ability to maintain long-term relationships with its clients.

Affordable Robotic & Automation's order book not only reflects its current market strength but also provides visibility for its operations over the next few years, with deliveries scheduled up to March 2026. This extended delivery timeline indicates a steady workflow and potential for sustained revenue generation in the coming years.

The securing of contracts from industry giants like Bajaj and Mahindra underscores the company's capabilities in providing automation solutions that meet the exacting standards of the automotive sector. As these major manufacturers continue to invest in automation, it signals a positive trend for companies like Affordable Robotic & Automation that specialize in this field.

While the specific nature of the automation projects has not been disclosed, the size of the orders suggests significant implementations that could potentially enhance the manufacturing capabilities of the clients involved. As the automotive industry continues to evolve with increasing emphasis on efficiency and advanced manufacturing techniques, companies providing robotic and automation solutions are likely to play a crucial role in this transformation.

Investors and industry observers will be keen to see how Affordable Robotic & Automation leverages this substantial order book to drive growth and potentially expand its market presence in the coming years.