Craftsman Automation Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Craftsman Automation reported Q1 FY26 consolidated EBITDA margin of 15% with net debt to EBITDA at 2.27. Management affirmed FY26 revenue guidance of INR7,000 crore, EBITDA INR1,100 crore, and EBIT INR650-700 crore.

The Powertrain segment saw strong 15.2% margins due to cost optimization. The standalone Aluminum business grew 56% year-on-year, reaching ~75% capacity utilization. The Kothavadi plant for data center parts has secured over 50% of its $100 million target by 2030. Sunbeam’s Gurgaon operations have ceased, with equipment shifted and manpower costs reduced by 50%. The company plans to add capacity in the Aluminum segment and expects it to outgrow Powertrain. Consolidated net debt stands at INR2,400 crore.