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Earnings Call

Craftsman Automation Earnings Call: Key Takeaways

Craftsman Automation is prioritizing restructuring and value addition over pure volume, especially in its aluminum segment, to counter rising input and labor costs.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with strategic restructuring plans.
Highlights
Revenue growthTargeting mid-teens growth for FY27 across all divisions.
MarginsPressure from labor and energy; resetting prices on legacy products.
Order bookPhase 1 powertrain capacity full; considering Phase 2 expansion by September.
Demand visibilityStrong trends in data centers, AI, and export markets for powertrains.
Management confidenceBalanced; focused on ruthlessly exiting non-profitable legacy business segments.

Growth

Projecting mid-teens revenue growth for FY27, driven by new alloy wheel capacities and power train expansions.

Outlook

Targeting $1 billion aluminum segment revenue within 2-3 years; alloy wheel exit rate hit 3 million.

Risks

Inflationary labor costs and legacy low-margin contracts in the Sunbeam acquisition remain significant drags.

Source

Earnings Call filed with NSE, NSE: CRAFTSMAN. Summary written with AI assistance from the document.

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Craftsman Automation Ltd: key numbers

Share price
₹10,735.00
Market cap
₹28,077 Cr
Revenue (annual)
₹8,069 Cr
Net profit (annual)
₹384.0 Cr
P/E (TTM)
60.4×Sector 33.6×
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.

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Financial Results

Craftsman Automation Q1 FY27 Results: Net Profit ₹150.6 Cr, Up 116.4% YoY

Craftsman Automation Ltd reported revenue from operations of ₹2,432 Cr (+36.3% YoY) and net profit of ₹150.6 Cr (+116.4% YoY) for Q1 FY27.

Key figure
Net profit ₹150.6 Cr · +116.4% YoY