Robokidz has Rs 75.29 crore in unexecuted laboratory orders

Robokidz had Rs 75.29 crore of unexecuted laboratory orders as of September 3, 2026, from confirmed purchase and work orders worth Rs 82.80 crore as of July 31, 2026. The largest outstanding item was Rs 50.61 crore for setting up 775 Atal Tinkering Labs, representing 67.2% of the disclosed outstanding order book.

How large are Robokidz's unexecuted laboratory orders?

Robokidz's unexecuted laboratory orders stood at Rs 75.29 crore on September 3, 2026, after Rs 7.51 crore had been executed from confirmed purchase orders and work orders aggregating Rs 82.80 crore as of July 31, 2026. In this disclosure, the outstanding order book consists of confirmed orders that had not been fully executed by the later date. The Rs 7.51 crore executed amount equals 9.1% of the Rs 82.80 crore confirmed-order total.

The Rs 75.29 crore outstanding balance was equivalent to about 80.8% of Robokidz's Rs 93.22 crore revenue from operations in Fiscal 2026. The two figures measure different periods and stages: Fiscal 2026 revenue from operations covers the year ended March 31, 2026, while the outstanding order book is work remaining as of September 3, 2026. Robokidz states that invoicing occurs on completion of project milestones, followed by payment under agreed terms.

Robokidz's order position reflects its educational laboratory setup business, which includes the design, supply, installation and implementation of artificial intelligence, robotics and science, technology, engineering and mathematics, or STEM, laboratory solutions. Robokidz states that educational laboratory setup projects were the principal contributor to revenue from operations over the last three fiscals. The disclosed outstanding orders are therefore concentrated in the operating category that has driven its reported revenue.

Which contract drives Robokidz's unexecuted laboratory orders?

Robokidz's contract to set up 775 Atal Tinkering Labs drives the outstanding order book, with Rs 50.61 crore remaining as of September 3, 2026. Customer 1 issued purchase order REB/PO/26-27/001 on May 5, 2026, for an initial value of Rs 58.13 crore. Robokidz had executed Rs 7.51 crore from that order by September 3, 2026.

The 775-laboratory contract accounted for 67.2% of Robokidz's Rs 75.29 crore outstanding-order total and 70.2% of its Rs 82.80 crore confirmed orders as of July 31, 2026. This concentration means that the progress of one laboratory deployment is material to the pace at which the reported order book is executed, invoiced and collected.

The remaining Rs 24.68 crore of outstanding work was spread across three orders. Customer 2's July 9, 2026 order covers 376 astrophysics labs in Jammu and Kashmir and had Rs 14.60 crore outstanding. Customer 4's June 30, 2026 order for UP ATL PI-P4 kits had Rs 8.60 crore outstanding, while Customer 3's July 23, 2026 order for tinkering labs in 15 schools had Rs 1.48 crore outstanding.

How does Robokidz convert an order into revenue?

Robokidz converts an order into revenue through procurement, delivery, implementation, milestone invoicing and payment realisation after a work order or agreement is confirmed. A work order or agreement defines the scope, timeline and commercial terms. Robokidz sources projects through direct outreach to schools and institutions, channel-partner or subcontract arrangements, and participation in direct government tenders.

After an order is confirmed, Robokidz sources components and assembles and packs kits according to the bill of materials, or BOM. It then delivers hardware and equipment to the client location, coordinates logistics and site handover, and conducts laboratory setup, installation, system configuration and teacher or student training. The stated process places invoice raising after completion of project milestones, meaning an outstanding order is not revenue already recorded.

Robokidz's conversion of the Rs 75.29 crore outstanding balance also depends on procurement and supply planning. Its disclosed operational plan includes improving procurement practices, streamlining inventory management, strengthening vendor engagement and reducing deployment timelines. The company identifies working-capital-intensive operations, receivables and payment-cycle risks, and operational complexity across hardware, training and platforms in its SWOT analysis.

What concentration and delivery factors could affect Robokidz's order conversion?

Robokidz's conversion of the September 3, 2026 order book is concentrated in the 775-laboratory contract and depends on deployment, invoicing and customer payment milestones. Robokidz had 24 on-roll employees as of March 31, 2026, including four employees in the technical department, two in operations and four in stores and packaging. For manpower deployment services and teacher training programmes, it also uses qualified trainers and personnel from third-party service providers as required.

Supplier concentration is another disclosed factor in laboratory delivery. In Fiscal 2026, Robokidz's largest supplier accounted for Rs 28.12 crore, or 45.16%, of total purchases, while its top 10 suppliers accounted for Rs 56.22 crore, or 90.31%. This represented a change from Fiscal 2025, when the largest supplier accounted for 86.72% of purchases and the top 10 represented 97.29%, although material availability remains linked to vendor engagement and supply planning.

Customer concentration in reported revenue declined over the three fiscal years disclosed. Robokidz's top 10 customers generated Rs 72.71 crore, or 77.99%, of Fiscal 2026 revenue from operations, compared with 92.95% in Fiscal 2025 and 96.60% in Fiscal 2024. The order book creates a separate concentration measure because the single 775-Atal Tinkering Labs order represented Rs 50.61 crore of the Rs 75.29 crore outstanding balance.

Robokidz's state revenue mix also changed in Fiscal 2026. Maharashtra generated Rs 49.45 crore, or 53.04% of revenue from operations, compared with 89.86% in Fiscal 2024 and 87.28% in Fiscal 2025. Delhi contributed Rs 18.64 crore, or 19.99%, and Kerala contributed Rs 6.31 crore, or 6.77%, in Fiscal 2026, showing lower concentration in Maharashtra even as the disclosed order book remained concentrated by project.

Conclusion

Robokidz's Rs 75.29 crore outstanding order book provides a disclosed amount of confirmed work as of September 3, 2026, but it is not revenue already earned. Its scale was about four-fifths of Fiscal 2026 revenue from operations, while the Rs 50.61 crore balance for 775 Atal Tinkering Labs represented more than two-thirds of unexecuted orders. Delivery, milestone invoicing and payment realisation determine how the balance converts into reported revenue.

The next disclosed operating focus is Robokidz's plan to improve procurement, inventory management, vendor engagement and supply planning while reducing deployment timelines. Execution of the May 5, 2026 775-laboratory order, the Rs 14.60 crore Jammu and Kashmir astrophysics-lab deployment, and the availability of materials and training personnel will be relevant to progress on the September 3, 2026 outstanding balance.