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Investor Presentation

Carraro India Investor Presentation: Key Takeaways

Carraro India reported resilient Q1 FY27 results with 10% revenue growth, driven by 26% domestic growth offsetting export headwinds. Focus remains on localized production and expanding capacity for 4WD tractors and construction equipment.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth10% YoY total; 26% YoY domestic.
MarginsEBITDA margin at 10.4%; impacted by inflation and energy costs.
Order bookEncouraging; supports long-term revenue targets.
Demand visibilityStrong domestic demand; exports expected to recover by Q2.
Management confidenceHigh on domestic demand and long-term industry drivers.

Growth

Revenue from operations grew 10% YoY to ₹5,447 million; PAT increased 8% YoY to ₹314 million. Domestic revenue surged 26% YoY.

Outlook

Aspirations to reach ₹3,500-₹4,000 crores revenue by FY30. Ongoing capex in new paint shop and portal axle capacity expansion.

Risks

Geopolitical disruptions in West Asia causing supply chain and logistical challenges; raw material and energy cost inflation impacting margins.

Last quarter's promises, checked

Delivered

  • Guided 8-12% revenue growth → delivered 10% (= BEAT)
  • Guided EBITDA margin improvement → delivered 10.4% from 10.2% FY25 (= BEAT)
  • Guided SOP for Turkey program in FY27 → serial production started (= BEAT)

Partly delivered

  • Guided export recovery → exports faced headwinds/logistics issues (= PARTIAL)
Source

Investor Presentation filed with BSE, 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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