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

**Financial Highlights:**

Craftsman Automation posted consolidated revenue growth of 28% YoY to ₹5,690 Cr, with EBITDA at ₹858 Cr and stable margins around 15%. PAT declined slightly by 5% to ₹201 Cr. The Aluminium Products segment now accounts for 53% of revenue, up from 21% in four years, driving top-line growth across segments. Capital employed increased to ₹2,588 Cr, supported by a net worth of ₹5,690 Cr and a debt-equity ratio of 0.72x, indicating a solid balance sheet.

**Strategic Initiatives & Growth Drivers:**

The company is rapidly scaling aluminium castings capacity from ~30,000 TPA to over 100,000 TPA to capitalize on EV and lightweighting demand. Greenfield projects in Hosur and Germany increase manufacturing footprint. Acquisitions and entry into iron casting for stationary engines broaden the product base, targeting emerging markets like data centers and AI-related power solutions.

**Business Developments:**

Completed 100% acquisition of DR Axion India and Sunbeam Lightweighting, along with expansion into iron castings via German subsidiaries. These moves diversify customers beyond commercial vehicles to passenger cars, two-wheelers, and stationary engines. New plants and modernization upgrades enhance supply chain reliability.

**Market Position & Competitive Advantage:**

With 26 facilities across India and Germany spanning 3.2 million sq.ft, Craftsman offers vertically integrated manufacturing enabling operational efficiency and just-in-time delivery. Deep OEM relationships and scale in aluminium and iron castings position the company as a leading supplier in domestic and global markets, especially in powertrain and industrial engineering segments.

**Investor Implications:**

Diversification into high-growth segments and strategic acquisitions offer encouraging growth potential while reducing customer concentration risk. Stable margins and disciplined capex underline prudent management. Execution risk lies in integrating acquisitions and greenfield project ramps, but the company’s scale and market positioning support steady long-term value creation.