ALFA Finder| Management target | Revenue FY30 |
|---|
| Revenue growth | 10% YoY total; 26% YoY domestic. |
|---|---|
| Margins | EBITDA margin at 10.4%; impacted by inflation and energy costs. |
| Order book | Encouraging; supports long-term revenue targets. |
| Demand visibility | Strong domestic demand; exports expected to recover by Q2. |
| Management confidence | High 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)
Investor Presentation filed with BSE, NSE: CARRARO. Summary written with AI assistance from the document.
Carraro India Ltd: key numbers
- Share price
- ₹498.55
- Market cap
- ₹2,834 Cr
- Revenue (annual)
- ₹2,255 Cr
- Net profit (annual)
- ₹130.6 Cr
- P/E (TTM)
- 20.8×Sector 32.5×
- Promoter holding
- 68.77%+0.00% QoQ
- FII holding
- 1.59%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Carraro India Ltd
All →Carraro India Earnings Call Transcript: Key Takeaways
Q2 revenue rose 19% but EBITDA margin fell to 9.2% from 10%. Customer cost pass-through is still 30-40% unresolved, so recovery is pushed into H2.
Carraro India Results Update
Carraro India's H1 FY27 total income rose 16% to INR 12,644 Mn; PAT rose 9% to INR 665 Mn. Figures are unaudited highlights.
Carraro India Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 6,965mn (+19% YoY); H1 INR 12,411mn (+15%). H1 PAT INR 665mn (+9%); EBITDA margin 9.7% (vs 10.4%). Domestic-led growth; margin recovery expected to be gradual.
Carraro India Q2 FY27 Results: Net Profit ₹35.1 Cr, Up 10.7% YoY
Carraro India Ltd reported revenue from operations of ₹696.5 Cr (+18.8% YoY) and net profit of ₹35.1 Cr (+10.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹35.1 Cr · +10.7% YoY
Carraro India Capital Structure Change
Carraro India disclosed a revised SAST Regulation 29(1) filing from 3P India Equity Fund, correcting a typo in pre-acquisition holding (26,76,588 to 26,76,558). Post-acquisition holding is 28,76,558, or 5.06%, via an open-market buy of 2,00,000 shares.
Carraro India Board Meeting Date
Carraro India Limited has scheduled a board meeting on November 6, 2026. The board will consider and approve unaudited financial results for the quarter ended September 30, 2026.