Craftsman Automation Limited — Investor Meet, 12-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Craftsman Automation has announced a board meeting to discuss the financial results for the quarter and half-year. The company reiterated FY26 guidance with revenue targeted at Rs.7,000 Cr and EBITDA around Rs.1,100 Cr, expecting EBIT near Rs.650-700 Cr. Powertrain margins improved on better plant utilization (~70%) and customer stability. The new heavy engine unit at Kothavadi is operational, with revenues expected from FY27, peaking near Rs.800 Cr by FY29-30. The aluminum segment is consolidating, with Sunbeam projected at ~Rs.1,200 Cr revenue in FY26 and 20%+ CAGR for Craftsman. Storage solutions show robust 20% growth potential and margin improvements. CAPEX of Rs.750-800 Cr is planned for capacity expansion and consolidation. Management is confident about sustained growth and margin improvement, supported by export diversification and stable demand.