Craftsman Automation Limited — Investor Meet, 04-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Craftsman Automation's Q1 FY27 earnings call highlighted strong growth in the Aluminium segment, fueled by investments and new orders, expected to outpace other segments. The Heavy HP Engines project is on track for USD 100 million revenue by FY29, with more inquiries signaling further growth potential by FY30-31. Sunbeam's restructuring is nearly 90% complete by December, aiming for mid-teens EBITDA margins by Q4 through exiting negative margin businesses. The Industrial segment sees rising demand and improving margins. The company plans substantial capex: INR 430 Cr for DR Axion and over INR 1,000 Cr for standalone, projecting a consolidated INR 1,500 Cr, funded by internal accruals. Management is confident about India's manufacturing growth cycle and proactive capacity expansions.