Technocraft Industries (India) Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Technocraft Industries delivered strong quarterly performance across divisions. Drum Closure showed exceptional margins with broad geographic growth and mid-single-digit volume growth expected next year. Scaffolding utilization is rising, backed by a new Aurangabad plant targeting ~INR1,700 Cr revenue and ~20% EBIT margin by FY26. Mach One, 45% of formwork revenue, has a 6-month domestic order backlog with export expansion in progress. Engineering Design Services, 75% US-focused, is shifting to larger clients aiming for ~20% margins by FY26. Textile and yarn remain challenged, but garmenting sales doubled with potential margin gains this year. Management is confident on growth and margin gains despite uncertainties.