Technocraft Industries (India) Limited has informed the Exchange about Transcript of Conference Call held for discussion of financial performance of Fourth Quarter ended March 31, 2025
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Technocraft Industries reported a strong Q4 FY25, with the Drum Closure division posting an exceptional 39% EBITDA margin (vs. 30% baseline). The company guided Drum Closures to grow 5-6% in FY26, with U.S. tariffs on its product still paused. Scaffolding is set for a major boost as the new Aurangabad facility ramps from 75% to 100% by September 2025, adding an estimated INR400 crores in incremental revenue and pushing the segment toward a 20% EBIT margin target in FY26, with FY26 revenue guided at ~INR1,700 crores. The Mach One formwork business has a 6-month order book and plans to nearly double volumes to 9 lakh sqm in FY26, with a target to lift exports from 1-2% to 40% over 3 years. The Technosoft engineering services business is targeting a margin recovery to ~20% in FY26 (from 14% this year) after signing large clients like Pepsi, Henkel, and Kimberly-Clark. The textile segment's losses widened to INR39 crores in FY25 due to under-utilization, but management expects losses to narrow as garmenting scales up, helped by the India-UK FTA and India's favorable U.S. tariff position.
The call is broadly positive for shareholders, with management guiding margin improvement across Scaffolding, Technosoft, and a turnaround in textiles. Key risks remain around U.S. tariff uncertainty and weak performance in the textile/garmenting segment, though new capacity ramp-up should drive FY26 growth.