Craftsman Auto Q3 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 26 Aug 2026 | Auto Components | Market Cap: ₹27.8K Cr
Consolidated revenue expected to grow from INR 5,500 crores to around INR 7,000 crores in next financial year, indicating ~27% growth. - EBITDA projected to increase from around INR 850 crores to northwards of INR 1,100 crores (approx. Craftsman Automation targets consolidated revenue growth from around INR 5,500 crores to approximately INR 7,000 crores in FY '26, indicating ~27% increase.
From Craftsman Auto's Q3 FY25 earnings-call transcript · updated 26 Aug 2026.
Price
₹10,375
Market Cap
₹27.8K Cr
P/E Ratio
59.4
How does Craftsman Auto rank in Auto Components?
Compare Craftsman Auto against every Auto Components company this quarter on revenue, margins and earnings-call signals.
Craftsman Auto — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.2K Cr, net profit ₹116 Cr.
Full financials →📊 Revenue & Sales Performance
- →Consolidated revenue expected to grow from INR 5,500 crores to around INR 7,000 crores in next financial year, indicating ~27% growth.
- →EBITDA projected to increase from around INR 850 crores to northwards of INR 1,100 crores (approx. 29% growth).
- →EBIT expected to rise from INR 500 crores to about INR 700 crores (40% growth).
- →Bhiwadi alloy wheel plant expected to generate over INR 300 crores revenue, with peak combined capacity of Bhiwadi and Hosur alloy wheel plants at INR 800 crores by FY '27.
- →Kothavadi plant to contribute around INR 150 crores.
- →Stationary engines segment targeting $100 million revenue by FY '29, with initial revenues expected to start post approval gestation.
- →Export of castings (currently imported) to increase, facilitated by machining facilities in India.
- →Automated storage business to reach around INR 500 crores revenue, becoming a top player in India.
- →Overall, growth driven by capacity expansion, new acquisitions, and entry into high-growth segments like stationary engines and alloy wheels.
📈 Profitability & Margins
- →Craftsman Automation targets consolidated revenue growth from around INR 5,500 crores to approximately INR 7,000 crores in FY '26, indicating ~27% increase.
- →EBITDA is expected to rise from about INR 850 crores to over INR 1,100 crores (~29% growth).
- →EBIT projected to increase by 40%, from INR 500 crores to INR 700 crores.
- →Powertrain segment growth is expected, with significant acceleration likely from FY '27 onwards.
- →Bhiwadi plant to achieve EBIT neutrality starting Q1 FY '26, with positive EBIT by year-end.
- →Sunbeam subsidiary to become EBIT positive by Q2 FY '26 and EBIT neutral for the full year.
- →Depreciation expected around INR 400 crores for FY '26, with interest cost around 9%-10%.
- →Tax rate expected to remain at normal corporate rates (~25%) except for Sunbeam subsidiary, which may gain INR 100 crores tax benefit over 2-3 years.
- →The company is investing in capacity expansion, indicating short-term leverage but aiming for strong medium-term profit growth.
🏗️ Capital Expenditure Plans
- →Current year investments totaled INR 1,015 crores:
- → - DR Axion: INR 250 crores for 24% stake balance
- → - Sunbeam: INR 606 crores as optionally convertible debentures (OCD)
- → - Craftsman Germany: INR 154 crores (INR 94 crores acquisition + INR 60 crores working capital)
- →Greenfield capex:
- → - Total INR 700 crores till date
- → - Bhiwadi plant: INR 219 crores (excluding land)
- → - Kothavadi plant: INR 91 crores
- →Capex done at stand-alone Craftsman: INR 700 crores + INR 150 crores expected in next quarter, approx. INR 850 crores for current year
- →Next year's capex guidance: expected to be less than half of current year including maintenance capex
- →Strategic focus on capacity expansion, especially:
- → - Greenfield plants at Bhiwadi and Kothavadi
- → - Modernization plans for subsidiaries like Sunbeam under consideration
💰 Fundraising & Capital Structure
- →The company recently raised equity through a Qualified Institutional Placement (QIP) totaling INR 1,200 crores, in addition to earlier capital infusions of INR 150 crores each via private equity and IPO, marking substantial equity fundraising.
- →Regarding debt, the consolidated net debt is around INR 1,800-1,900 crores with an interest cost of about 9%-10%.
- →Debt repayment is planned to be linear over 5 to 6 years with a significant reduction expected next year, partly due to the planned sale of the Gurgaon land valued at around INR 300 crores.
- →There is no specific mention of new fundraising through debt or equity beyond the recent QIP and existing debt management plans.
- →Capex for the current and next year suggests internal funding, with no explicit announcement of additional fundraising.
📋 Order Book & Pipeline
- →Automated storage order book is full as per the latest update.
- →For automated storage, revenues are from orders received over a year ago due to long gestation (~1+ year) involving new building sites and complex integration.
- →Automated storage year-to-date revenue stands at INR 142 crores for 9 months.
- →Static storage segment revenue is around INR 250 crores for 9 months.
- →Total storage segment revenue approximates INR 400 crores for 9 months, with expected closure at around INR 500 crores for the financial year.
- →Stationary engine business has received orders from 5 of the top 10 global customers.
- →Target revenue for stationary engine segment is approx. $100 million (~INR 800+ crores) by FY '29.
- →Casting and machining orders in stationary engine segment are progressing with customer validations underway, with sample machining started.
- →Alloy wheel plants at Bhiwadi and Hosur fully booked with existing orders.
Key Metrics
Frequently Asked Questions
What were Craftsman Auto Q3 FY25 results?
Consolidated revenue expected to grow from INR 5,500 crores to around INR 7,000 crores in next financial year, indicating ~27% growth. - EBITDA projected to increase from around INR 850 crores to northwards of INR 1,100 crores (approx. Craftsman Automation targets consolidated revenue growth from around INR 5,500 crores to approximately INR 7,000 crores in FY '26, indicating ~27% increase.
What is Craftsman Auto share price analysis?
Craftsman Auto currently shows a neutral. The stock trades at a P/E of 59.4 with a market cap of ₹27,840 Cr. Investors should review the full earnings analysis for detailed insights.
Is Craftsman Auto planning capital expenditure?
Current year investments totaled INR 1,015 crores: - DR Axion: INR 250 crores for 24% stake balance - Sunbeam: INR 606 crores as optionally convertible debentures (OCD) - Craftsman Germany: INR 154 crores (INR 94 crores acquisition + INR 60 crores working capital) - Greenfield capex: - Total INR 700 crores till date - Bhiwadi plant: INR 219 crores (excluding land) - Kothavadi plant: INR 91 crores - Capex done at stand-alone Craftsman: INR 700 crores + INR 150 crores expected in next quarter, approx.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.