| Management target | Revenue FY29 |
|---|
| Revenue growth | Reasonable growth in Q1; Aluminum leading segment growth. |
|---|---|
| Margins | Sunbeam EBITDA margin targeted at mid-teens by Q4 FY27. |
| Order book | $100M target for Kothavadi plant engine orders by FY29. |
| Demand visibility | Strong traction in Industrial segment; good inquiries for Aluminum and Powertrain. |
| Management confidence | High; confident in return ratios and long-term customer support. |
Growth
Aluminum segment is outperforming other divisions; Powertrain normalized in Q1 FY27 after a previously muted trend.
Outlook
Targeting $100M revenue from stationary engines by FY29. Planned consolidated capex of approximately INR 1,500 crores for FY27.
Risks
Global macroeconomic problems; delayed pass-through of raw material cost hikes for certain customers; high initial depreciation.
Last quarter's promises, checked
Delivered
- Guided double-digit growth → delivered reasonable growth (= BEAT)
- Guided Aluminum growth focus → delivered segment outperformance (= BEAT)
- Guided $100M stationary engine order book → delivered 5/6 large orders (= BEAT)
Partly delivered
- Guided INR 1,000-1,100cr FY27 capex → delivered INR 1,500cr plan (= PARTIAL)
Missed
- Guided Sunbeam Q2 traction → delivered mid-teens target pushed to Q4 FY27 (= MISS)
Investor Presentation filed with BSE, NSE: CRAFTSMAN. Summary written with AI assistance from the document.
Craftsman Automation Ltd: key numbers
- Share price
- ₹10,198.00
- Market cap
- ₹26,672 Cr
- Revenue (annual)
- ₹8,069 Cr
- Net profit (annual)
- ₹384.0 Cr
- P/E (TTM)
- 57.4×Sector 31.7×
- Promoter holding
- 42.41%-6.29% QoQ
- FII holding
- 17.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Craftsman Automation Ltd
All →Craftsman Automation Merger & Restructuring Worth ₹0.28 Cr
Craftsman Automation is incorporating a new step-down subsidiary, Craftsman Fronberg Precision GmbH, in Germany to support its European operations. The initial capital investment is ₹0.28 Crore.
- Value
- ₹0.28 Cr
Craftsman Automation Earnings Call Transcript: Key Takeaways
Craftsman reports a return to normalization but faces execution risks with high-cost greenfield expansion. Management is optimistic on demand despite global uncertainty and heavy capex requirements.
Craftsman Automation Investor Presentation: Key Takeaways
Craftsman Automation reported strong Q1 FY27 results with consolidated revenue of ₹2,432 Cr and 17% EBITDA margins. Strategy focuses on three verticals: Powertrain, Aluminum Products, and Industrial & Engineering.
Craftsman Automation Other Announcement
Craftsman Automation submitted a Monitoring Agency Report from CRISIL. The report tracks the utilization of proceeds from a Qualified Institutions Placement.
- Value
- ₹2,000 Cr
Craftsman Automation Management Change
Craftsman Automation Limited has appointed Mr. Santosh Kumar Singh as Senior Vice President - Operations. He brings over three decades of experience from Indian Railways.
Craftsman Automation Capacity Expansion: ₹250 Cr Investment
Craftsman Automation is setting up a new manufacturing facility at Hosur, Tamil Nadu. The estimated investment for the project is ₹250 Crore.
- Value
- ₹250.0 Cr
- Execution
- 6-8 months