| 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
- ₹10,735.00
- 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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