Any current/future new fundraising through debt or equity?

There is no specific mention of any current or planned new fundraising through debt or equity in the provided transcript pages. The company appears focused on managing capacity utilization, new product development, and order book ramp-ups rather than on raising new capital. Cash flows are monitored closely with growth capex at INR0.7 billion for H1, mainly for projects in India. Dividend payout of INR2.6 billion was made, indicating available funds and no immediate need for fresh funds reported. Discussions highlighted operational improvements, competitive positioning, and market outlook but d

Any current/future capex/capital investment/strategic investment?

Capex in the first half (1H) of 2025 was relatively low due to the weak market conditions. The company plans to increase capex in the second half (H2) of 2025 with many new projects starting. Overall capex for 2025 is expected to be around 5% to 6% of revenue, aligned with guidance. Growth capex is largely focused on projects in India. Investments include adapting capacity to customer demand, such as specific machinery or technologies. Voluntary dismissal schemes and restructuring activities were undertaken, particularly at Metalcastello in Europe, to align costs and capacity to market conditi

Future growth expectations in sales/revenue/volumes?

India business expects better performance in H2 versus H1 due to seasonal factors and order book ramp-up. Revenue growth in India anticipated around high single-digit percentage in calendar year 2025. Market growth in India steady at 3-6% for key segments like 2-wheelers, 4-wheelers, tractors, and trucks. New product developments in India (e.g., 2-wheeler crankshafts, common rail, complex inner races) support growth. Europe market remains weak but stabilized; expected to stay flat or stable in next 1-2 quarters. European volumes declined recently but expected to be more stable, with focus on m

Future growth expectations in earnings/operating earnings/profits/EPS?

India business growth is expected to improve in H2 CY 2025, potentially reaching high single-digit revenue growth driven by festive season demand and order book ramp-up. EBITDA margin in India is steady around 17.5% to 18%, with slight improvement anticipated due to growth and better sales recovery. Europe business margins expected to stabilize near 14.5%-15% recurring EBITDA after restructuring, despite challenging market conditions. Consolidated EBITDA margin likely to return to normalcy around 15%, supported by stable margins in India and Europe. New product developments (2-wheeler cranksha

Current/ Expected Orderbook/ Pending Orders?

The new order book for the first half of the year is healthy, totaling around INR 6 billion (INR 600 crores) as of mid-2025. This pace of new order booking continues strong, with approximately INR 1,000 crores of new orders typically added each year. Specific order highlights include a significant export order to the US in iron casting. The company's growth depends on ramping up this existing order book with ongoing new product developments. India business is focusing on expanding capacities and product offerings, including a new 2-wheeler crankshaft product and others like shafts, inner races

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CIE Automotive India LtdQ2 FY25Auto Components

CIE Automotive India Ltd Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹471P/E: 20.8Market Cap: ₹18.0K CrSector: Auto Components

Management growth scorecard

Revenue

Category 4

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 4

→India business expects better performance in H2 versus H1 due to seasonal factors and order book ramp-up.
→Revenue growth in India anticipated around high single-digit percentage in calendar year 2025.
→Market growth in India steady at 3-6% for key segments like 2-wheelers, 4-wheelers, tractors, and trucks.
→New product developments in India (e.g., 2-wheeler crankshafts, common rail, complex inner races) support growth.
→Europe market remains weak but stabilized; expected to stay flat or stable in next 1-2 quarters.
→European volumes declined recently but expected to be more stable, with focus on market consolidation.
→Export business from India is around 12-13%, with growth opportunities in iron castings and gears.
→Order book in Europe strong (~INR 6 billion in H1), supporting future growth prospects.
→Overall consolidated growth cautiously optimistic with some base effect easing.

Margin guidance

Category 3

→India business growth is expected to improve in H2 CY 2025, potentially reaching high single-digit revenue growth driven by festive season demand and order book ramp-up.
→EBITDA margin in India is steady around 17.5% to 18%, with slight improvement anticipated due to growth and better sales recovery.
→Europe business margins expected to stabilize near 14.5%-15% recurring EBITDA after restructuring, despite challenging market conditions.
→Consolidated EBITDA margin likely to return to normalcy around 15%, supported by stable margins in India and Europe.
→New product developments (2-wheeler crankshaft, EV gears, inner races, common rail) and exports to US and other regions to contribute to future earnings growth.
→Order book remains strong with INR6 billion booked in H1 CY 2025, supporting medium-term revenue continuity.
→Market conditions in Europe expected to remain weak near term, but recovery is anticipated from next year.
→Overall, earnings and profits expected to improve steadily with stable margins and better market conditions in India.

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Fundraise plans

→There is no specific mention of any current or planned new fundraising through debt or equity in the provided transcript pages.
→The company appears focused on managing capacity utilization, new product development, and order book ramp-ups rather than on raising new capital.
→Cash flows are monitored closely with growth capex at INR0.7 billion for H1, mainly for projects in India.
→Dividend payout of INR2.6 billion was made, indicating available funds and no immediate need for fresh funds reported.
→Discussions highlighted operational improvements, competitive positioning, and market outlook but did not reference any new debt or equity raising plans.

Order book

Yes

→The new order book for the first half of the year is healthy, totaling around INR 6 billion (INR 600 crores) as of mid-2025.
→This pace of new order booking continues strong, with approximately INR 1,000 crores of new orders typically added each year.
→Specific order highlights include a significant export order to the US in iron casting.
→The company's growth depends on ramping up this existing order book with ongoing new product developments.
→India business is focusing on expanding capacities and product offerings, including a new 2-wheeler crankshaft product and others like shafts, inner races, common rail parts, aluminum and iron casting, and EV gears.
→In Europe, the business is experiencing market weakness; capacity utilization is around 40-50% free capacity, and restructuring at Metalcastello is ongoing to manage demand.
→The management expects better market conditions and order flow from the festive season onwards.

Capex plans

Yes

→Capex in the first half (1H) of 2025 was relatively low due to the weak market conditions.
→The company plans to increase capex in the second half (H2) of 2025 with many new projects starting.
→Overall capex for 2025 is expected to be around 5% to 6% of revenue, aligned with guidance.
→Growth capex is largely focused on projects in India.
→Investments include adapting capacity to customer demand, such as specific machinery or technologies.
→Voluntary dismissal schemes and restructuring activities were undertaken, particularly at Metalcastello in Europe, to align costs and capacity to market conditions.
→New large export orders, including casting projects, are underway and expected to ramp up from early 2026.

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1CIE Automotive India Ltd

Rev 4Mar 3

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