Craftsman Automation Limited — PPTs, 08-05-2025: Investor Presentation

1. Financial Highlights:

Craftsman Automation reported consolidated revenue of ₹5,690 Cr in FY25, up 28% YoY, led by strong performance in Powertrain, Aluminium Products, and Industrial & Engineering segments. EBITDA was ₹858 Cr, maintaining a margin around 15%, despite some segment EBIT pressure. PAT declined 40% YoY to ₹201 Cr due to higher costs and acquisition-related integration expenses. The company sustains a healthy balance sheet with a debt-equity ratio near 0.7x, net worth of ₹5,690 Cr, and a manageable net debt/EBITDA of about 2.3x.

2. Strategic Initiatives & Growth Drivers:

Craftsman is aggressively expanding capacity and diversifying revenue through organic capex and acquisitions (DR Axion, Sunbeam Lightweighting, Fronberg Guss, Craftsman Germany GmbH). Aluminium casting capacity is ramping up from ~30,000 TPA to over 100,000 TPA to meet EV and lightweighting demand. Greenfield projects in Hosur and Kothavadi target growth in iron castings for stationary engines serving AI, data center, and telecom sectors.

3. Business Developments:

Recent acquisitions broaden Craftsman’s portfolio into high-margin aluminium and iron cast components, strengthening presence in passenger vehicles, EVs, and stationary gensets. German and Indian subsidiaries enhance reach in Europe and North India. Investments in new facilities and automation boost scale and operational resilience, reducing supply chain risks and diversifying end-user exposure.

4. Market Position & Competitive Advantage:

With over 30 years of experience and 26 plants across India and Europe, Craftsman offers integrated design-to-delivery solutions backed by strong OEM relationships. Vertical integration and scale in aluminium and cast-iron products, plus growing shares in aluminium lightweighting and stationary engine components, position the company well in fuel-efficient and EV part markets worldwide.

5. Investor Implications:

Craftsman’s capacity expansion and strategic diversification provide positive growth potential amid automotive electrification and rising stationary engine demand. Execution risks related to acquisitions and margin pressures warrant monitoring, alongside PAT volatility. The company’s broadening product base and global presence create a solid foundation for medium- to long-term value creation.