Current/ Expected Orderbook/ Pending Orders?

Craftsman Automation expects a revenue of around Rs. 550 crores in the current conditions from its core business. The new powertrain business order book is filling up, with expected first revenues in FY27, targeting Rs. 800 crores revenue by 2029 or 2030. DR Axion's revenue growth is expected at 8-10% CAGR in FY26, slightly higher in FY27, supported by capacity expansion plans. Sunbeam is in consolidation mode; no significant new orders are currently being taken, with the FY26 revenue guidance around Rs. 1,200 crores. The automated storage division has made significant market inroads w

Any current/future new fundraising through debt or equity?

The company has not indicated any immediate plans for new fundraising through either debt or equity in the transcript. They raised Rs. 150 crores via IPO in FY21 and planned to raise Rs. 1,200 crores through QIP, signaling past equity fundraising. Current focus is on optimizing balance sheet and managing CAPEX investments, which have caused temporary strain. Debt on books is around Rs. 1,900 crores, with no detailed deleveraging plan disclosed for the next 2-3 years. No mention of fresh debt raising; CAPEX is planned at Rs. 750-800 crores for the group in FY26. The company emphasized organic g

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

Craftsman has made some CAPEX investments ahead of time, causing temporary strain on the balance sheet. The group-level CAPEX guidance for FY26 is around Rs.750 to Rs.800 crores. A significant portion of CAPEX is for capacity expansion, especially in aluminum and powertrain segments. CAPEX will support growth, with the aluminum business capacity planned to increase utilization from around 70-75% to 80-85% by Q2 FY26. Repair and maintenance CAPEX at Fronberg is estimated to be around Rs.40-50 crores. Consolidation initiatives include shifting the Sunbeam Gurgaon plant to Bhiwadi to leverage ope

Future growth expectations in sales/revenue/volumes?

Craftsman Automation expects over 20% CAGR growth in standalone aluminum business for FY26 and FY27. DR Axion is projected to grow at 8%-12% CAGR during the same period. Consolidated revenue run rate is expected between Rs.4,300 to Rs.4,500 crores in aluminum business. Powertrain business is anticipated to post double-digit growth in FY26 with improving margins and better operating leverage. Storage business is expected to grow at high teens (~20%) in revenue for FY26. Sunbeam is in consolidation mode with revenue guidance around Rs.1,200 crores for FY26, with EBITDA margin of 8%-10%, stabiliz

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

The company expects strong growth over the next three years with a clear growth trajectory set. Powertrain business is expected to deliver double-digit growth in FY26, with margins improving due to better operating leverage. Aluminum business projected to grow at a 20% CAGR, with standalone Craftsman aluminum business expanding significantly. DR Axion expected to grow around 10%-12% CAGR FY26 and slightly higher in FY27. Storage business anticipated to grow around 20% annually, with improved margins and market traction. Sunbeam is in a consolidation phase, with EBITDA expected between 8%-10% f

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Craftsman Automation LtdQ1 FY25Auto Components

Craftsman Automation Ltd Q1 FY25 Earnings Call Analysis

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

Price: ₹9,252P/E: 51.3Market Cap: ₹20.2K CrSector: Auto Components

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

3 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→Craftsman Automation expects over 20% CAGR growth in standalone aluminum business for FY26 and FY27.
→DR Axion is projected to grow at 8%-12% CAGR during the same period.
→Consolidated revenue run rate is expected between Rs.4,300 to Rs.4,500 crores in aluminum business.
→Powertrain business is anticipated to post double-digit growth in FY26 with improving margins and better operating leverage.
→Storage business is expected to grow at high teens (~20%) in revenue for FY26.
→Sunbeam is in consolidation mode with revenue guidance around Rs.1,200 crores for FY26, with EBITDA margin of 8%-10%, stabilizing before further growth.
→New stationary engine business in powertrain is expected to generate first revenues in FY27, contributing to three-digit crores revenue later.
→Export orientation and localization efforts contribute to growth confidence, especially from multinational and export-focused customers.

Margin guidance

Category 3

→The company expects strong growth over the next three years with a clear growth trajectory set.
→Powertrain business is expected to deliver double-digit growth in FY26, with margins improving due to better operating leverage.
→Aluminum business projected to grow at a 20% CAGR, with standalone Craftsman aluminum business expanding significantly.
→DR Axion expected to grow around 10%-12% CAGR FY26 and slightly higher in FY27.
→Storage business anticipated to grow around 20% annually, with improved margins and market traction.
→Sunbeam is in a consolidation phase, with EBITDA expected between 8%-10% for FY26; peak revenues guided around Rs.1,200 crores.
→The company maintains a revenue guidance of Rs.7,000 crores and EBITDA around Rs.1,100 crores for FY26.
→EBIT expected between Rs.650 crores to Rs.700 crores in FY26.
→Overall, growth is expected to be driven by diversified customers, export opportunities, and capacity expansions across segments.

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Fundraise plans

Yes

→The company has not indicated any immediate plans for new fundraising through either debt or equity in the transcript.
→They raised Rs. 150 crores via IPO in FY21 and planned to raise Rs. 1,200 crores through QIP, signaling past equity fundraising.
→Current focus is on optimizing balance sheet and managing CAPEX investments, which have caused temporary strain.
→Debt on books is around Rs. 1,900 crores, with no detailed deleveraging plan disclosed for the next 2-3 years.
→No mention of fresh debt raising; CAPEX is planned at Rs. 750-800 crores for the group in FY26.
→The company emphasized organic growth and consolidation rather than fundraising.
→Overall, no clear indication of upcoming debt or equity fundraising initiatives in the immediate future.

Order book

Yes

→Craftsman Automation expects a revenue of around Rs. 550 crores in the current conditions from its core business.
→The new powertrain business order book is filling up, with expected first revenues in FY27, targeting Rs. 800 crores revenue by 2029 or 2030.
→DR Axion's revenue growth is expected at 8-10% CAGR in FY26, slightly higher in FY27, supported by capacity expansion plans.
→Sunbeam is in consolidation mode; no significant new orders are currently being taken, with the FY26 revenue guidance around Rs. 1,200 crores.
→The automated storage division has made significant market inroads with new orders and is poised for near 20% growth in FY26.
→Overall, Craftsman aims 20%+ organic growth for the next three years, backed by diversified customers and export-oriented investments.

Capex plans

Yes

→Craftsman has made some CAPEX investments ahead of time, causing temporary strain on the balance sheet.
→The group-level CAPEX guidance for FY26 is around Rs.750 to Rs.800 crores.
→A significant portion of CAPEX is for capacity expansion, especially in aluminum and powertrain segments.
→CAPEX will support growth, with the aluminum business capacity planned to increase utilization from around 70-75% to 80-85% by Q2 FY26.
→Repair and maintenance CAPEX at Fronberg is estimated to be around Rs.40-50 crores.
→Consolidation initiatives include shifting the Sunbeam Gurgaon plant to Bhiwadi to leverage operating efficiencies.
→New powertrain business development is underway, with revenue expected from FY27 onwards after development cycles of 18-24 months.
→Capital infusion plans include benefits from potential land sales (around Rs.300 crores) expected in Sunbeam in Q3 or Q4 FY26.

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