Technocraft Industries (India) Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Technocraft Industries reported a strong Q2 across divisions. Formwork is on track for its INR900 Cr annual revenue target, with domestic demand robust and capacity expanding to 1 lakh sqm/month. Scaffolding saw US demand slowdown (Jul-Oct) due to tariffs, affecting Q3, but a Q4 rebound is anticipated. ER&D is growing with new clients, targeting INR75-80 Cr quarterly run rate by Q4. Drum closure volumes are flat, with Q3 margins impacted by US tariffs. Textile expects breakeven to positive EBIT. Management is cautiously optimistic, navigating global challenges with planned capacity expansion for FY27/28.