BSEMediumNeutral
Announced Thu, 8 May · 13:22 IST

Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, and our earlier Earnings Conference Call Intimation dated 19th April, 2025, please find enclosed annual Investor Presentation ....

Mgmt Guided Margin PressureInvestor Communications View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Craftsman Automation filed its annual investor presentation for FY25 (ended March 31, 2025), highlighting record consolidated revenue of ₹5,690 Cr, up 28% YoY from ₹4,452 Cr. However, profitability took a hit — EBITDA declined 4% to ₹859 Cr and PAT fell sharply by 40% to ₹201 Cr, indicating margin pressure despite top-line growth. The Aluminium Products segment is now the largest contributor at 53% of revenue (₹3,033 Cr, up 41% YoY), while Powertrain dropped to 32% and Industrial & Engineering to 15%. The company recently completed 100% acquisitions of DR Axion India and Sunbeam Lightweighting Solutions, plus Craftsman Fronberg Guss GmbH in Germany, expanding into iron castings for stationary gen-sets (data centres/AI-driven demand) and aluminium for EVs. Aluminium casting capacity has scaled from ~30,000 TPA to 100,000+ TPA over five years.

Likely market impact

Mixed for shareholders — revenue growth and aggressive diversification via M&A are positive long-term signals, but the steep 40% drop in PAT and declining EBITDA margins suggest integration costs, capex pressure, and rising leverage (Net Debt/EBITDA up to 2.3x) are weighing on near-term profitability. Stock may remain volatile until margin recovery becomes visible.