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Investor Presentation

Carraro India Investor Presentation: Key Takeaways

Carraro India reported a resilient Q1 FY27 with revenue up 10% YoY to INR 5,447 million, driven by strong domestic 4WD axle demand despite export headwinds.

Highlights
Revenue growth10% YoY
MarginsEBITDA margin moderated to 10.4% from 11.0% due to cost pressures
Order bookAssignments worth ~INR 33 million received post-quarter; bull gear nomination INR 150m p.a.
Demand visibilityStrong for domestic 4WD axles; uneven globally for exports
Management confidenceHigh regarding domestic momentum and new program ramp-ups

Growth

Revenue grew 10% YoY; PAT increased 8% YoY to INR 314 million; Domestic business surged ~26% YoY.

Outlook

Production for Turkish customers began in Q1 FY27; Indian program targets SOP by FY28; ongoing paint-shop and capacity capex.

Risks

Export revenue declined 14% due to geopolitical disruptions; margins impacted by higher energy and raw material costs.

Last quarter's promises, checked

Delivered

  • Guided Turkey program SOP FY27 → Started Q1 FY27 (= BEAT)
  • Guided 8%-12% revenue growth → Delivered 10% (= BEAT)
  • Guided FY27 Capex INR 130cr-140cr → Commenced paint-shop/capacity expansion (= BEAT)

Partly delivered

  • Guided 4WD axle growth 30%-35% → Agri segment grew 15% amid export headwinds (= PARTIAL)

Missed

  • Guided EBITDA margin improvement (10.8%+) → Delivered 10.4% (= MISS)
Source

Investor Presentation filed with NSE, NSE: CARRARO. Summary written with AI assistance from the document.

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Carraro India Ltd: key numbers

Share price
₹535.00
Market cap
₹3,042 Cr
Revenue (annual)
₹2,255 Cr
Net profit (annual)
₹130.6 Cr
P/E (TTM)
22.9×Sector 33.6×
Promoter holding
68.77%+0.00% QoQ
FII holding
2.91%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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