| Market Cap | ₹186.35 CrGeneral Industrials |
|---|---|
| PE TTM | 31.81xSector PE 51.86x |
| 1-Year Return | -34.76%Price: ₹165.7 |
| Order from | International customer (name not disclosed due to confidentiality) |
| Execution period | By April 30, 2027 or mutually agreed timeline |
| Deal value | ₹51.8 Cr |
| Share of market cap | 27.8% |
| Share of annual revenue | 47.1% |
Key highlights
- Order value of approximately ₹51.8 crore from an undisclosed international entity
- Contract involves the supply of 103 autonomous robots by subsidiary Humro
- Deal represents approximately 47.1% of the company's TTM revenue of ₹109.93 crore
- Execution timeline set for completion by April 30, 2027
- Follows recent US FCC regulatory clearance for the subsidiary's robotics solutions
Scaling Global Autonomous Robotics Footprint
ARAPL RaaS Private Limited, known as Humro, has clinched a pivotal international supply contract worth ₹51.8 crore for its autonomous robot fleet. This single award accounts for roughly 47.1% of Affordable Robotic & Automation Limited’s trailing twelve-month revenue of ₹109.93 crore. The contract arrives after a challenging June 2026 quarter where the company reported a 41.2% year-on-year revenue decline and a net loss of ₹4.8 crore.
This international win signifies a strategic pivot toward higher-value global deployments, moving beyond the domestic turnkey welding line orders secured earlier in September 2026.
Supply of 103 Autonomous Robots by 2027
- Quantity: Supply and delivery of 103 autonomous robots to an international customer
- Financial Value: Approximately US$ 5.47 million, converted to ₹51.8 crore
- Completion Deadline: Delivery scheduled by April 30, 2027, or mutually agreed timeline
- Regulatory Backing: Follows the conditional US FCC clearance achieved on October 30, 2026
- Deal Impact: Represents 27.8% of the company's current market capitalization
Order Book Momentum and Growth Strategy
The company’s confirmed order book stood at ₹171 crore as of September 29, 2026, and this latest international win provides significant revenue visibility for the next two fiscal years. Management has previously set an ambitious target to deploy 225 warehouse robots by March 2027, and this 103-unit order covers nearly half of that goal in a single contract. While the company’s operating margin was under pressure at -30.27% in the latest quarter, the expansion into the international robotics market through its Humro subsidiary leverages its RaaS model to diversify away from traditional industrial machinery segments.
| Date | Announcement | Amount |
|---|---|---|
| 17 Sep 2026 | Supply of turnkey robotic welding line to an undisclosed domestic customerSource: scanx.trade | ₹11.06 Cr |
| 10 Sep 2026 | Turnkey supply contracts for robotic welding lines from two domestic customersSource: scanx.trade | ₹10.02 Cr |
| 08 Sep 2026 | Supply of turnkey robotic welding line to an undisclosed domestic customerSource: sahi.com | ₹13.66 Cr |
| 06 Nov 2025 | Two-year lease order for six autonomous mobile robots from a US-based logistics player awarded to subsidiary ARAPL RaaSSource: bsmedia.business-standard.com | ₹4.13 Cr |
| 01 Oct 2025 | Three-year lease order for two Atlas AC2000 autonomous truck loading/unloading robots from a US logistics major awarded to subsidiary ARAPL RaaSSource: NSE filing | ₹3.60 Cr |
| 02 Dec 2024 | Order bookings for autonomous mobile robotics solutions secured by subsidiary ARAPL RaaSSource: stockscans.in | – |
What to watch next
- Execution milestones for the 103 autonomous robots through April 2027
- Further international contract wins following US FCC regulatory clearance
- Progress toward the management goal of 225 warehouse robots by March 2027
| Share price | ₹165.7 |
|---|---|
| Market capitalisation | ₹186.35 Cr |
| Revenue (annual) | ₹117.67 Cr |
| Net profit (annual) | ₹6.97 Cr |
| Revenue (latest quarter) | ₹11.03 Cr-78.35% vs previous quarter |
| Net profit (latest quarter) | -₹4.80 Cr-200.36% vs previous quarter |
| P/E (TTM) | 31.81×Sector 51.86× |
| Promoter holding | 45.69%+4.28% QoQ |
| FII holding | 0.8%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Affordable Robotic & Automation Limited announcing a new international order for autonomous robots through its subsidiary. Market figures from a third-party data provider.
