BSECompany Update4 Aug 2026 · 4 Aug 2026, 04:34 pm

Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015 and our intimation and outcome letters dated 10th July, 2026, 28th July,2026 and 30th July,2026 respectively, we are enclosing ....

Craftsman Automation Ltd · 543276

✦ AI Summary▲ PositiveResults

Craftsman Automation Ltd's Q1 FY27 earnings conference call transcript reveals strong growth in the aluminium segment, with a growth path expected to continue. The company's powertrain segment has seen a muted trend earlier but has returned to normal. The order book for the aluminium segment is strong, with new orders coming in and some in the development stage. The company has taken orders for the Kothavadi plant stationary engine, which is expected to contribute to profitability. The Sunbeam transformation is ongoing, and the company expects it to improve profitability.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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Craftsman Automation Ltd - 543276 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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4th August, 2026 The Manager - Listing, The Manager - Listing, BSE Limited, National Stock Exchange of India Limited, Rotunda Building, Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex , Dalal Street, Bandra (East), Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 543276 Stock Code: CRAFTSMAN Dear Sir/Madam, Sub: Transcript of the Earnings Conference Call on the Unaudited Financial Results (Standalone & Consolidated) for the quarter ended 30th June, 2026; Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and our intimation and outcome letters dated 10th July, 2026, 28th July, 2026 and 30th July, 2026 respectively, we are enclosing herewith the transcript of the earnings conference call organized on Thursday, the 30th July, 2026 at 3.30 P.M. (IST) on the Unaudited Financial Results (Standalone & Consolidated) for the quarter ended 30th June, 2026. The transcript of the earnings conference call will be uploaded on the website of the Company at www.craftsmanautomation.com. We request you to kindly take the aforesaid information on record and disseminate the same on your respective websites. Thanking you. Yours faithfully, for CRAFTSMAN AUTOMATION LIMITED Shainshad Aduvanni Company Secretary and Compliance Officer Encl: As above Craftsman Automation Limited Registered Office: Corporate Office: 123/4, Sangothipalayam Road, No.1087, 4th & 5th Floor, Krishna Towers, Tel + 91 422 71 610 00 Arasur Post, Coimbatore – 641 407 Avinashi Road, Coimbatore - 641037 fax + 91 422 71 612 34 Tamil Nadu, India Tamil Nadu, India info@craftsmanautomation.com CIN NO: L28991TZ1986PLCO01816 www.craftsmanautomation.com GST NO: 33AABCC2461K1ZW CRAFTSMAN AUTOMATION LIMITED Transcript of the Earnings Conference Call held on 30th July, 2026 for the quarter ended 30th June, 2026 This document might contain forward-looking statements that involve a number of risks, uncertainties and other factors that could cause the actual results to differ materially from those in the forward-looking statements. We do not intend or assume any obligation to update any forward-looking statement, which speaks only as of the date on which it is made. Moderator: Ladies and gentlemen, good day, and welcome to the Earnings Conference Call of Craftsman Automation Limited. As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the opening remarks are concluded. Should you require assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. I now hand the conference over to Mr. Srinivasan Ravi, Chairman and Managing Director of Craftsman Automation Limited. Thank you, and over to you, Mr. Ravi. Srinivasan Ravi: Good afternoon, everybody. Thank you very much for joining the Earnings Call for Q1 FY27. I will leave the floor open for questions. Kindly proceed with the questions. Moderator: Thank you. Please note that some of the statements made during this earnings conference call may constitute forward-looking statements, which are subject to risks and uncertainties and are not guarantees of future performance. We encourage you to refer to the disclaimer section in the company's investor presentation. Further, the management will not be addressing any customer-specific queries due to confidentiality obligations. Participants are requested to avoid mentioning customer names while asking questions. We take the first question from the line of Mumuksh Mandlesha from Anand Rathi Institutional Equities. Mumuksh Mandlesha: Congrats on the strong results. Sir, firstly, the standalone powertrain has seen a very strong growth on both revenues and EBIT, if you see Y-o-Y. Can you just help us understand what are the key segments and products which are doing well? And how do you see the order book for this segment? And how one should look at the outlook going ahead? Srinivasan Ravi: It is not really a strong trend. I would say that it was a muted trend earlier. It has come to a normal situation as of now in the Q1 and this is likely to continue... Mumuksh Mandlesha: Sorry, my bad. Standalone aluminium part. Sorry, my bad, sir. Page 1 of 11 Srinivasan Ravi: Aluminium, we are on a growth path, and this growth journey will continue. The aluminium segment's pace of growth or the absolute growth and even percentage growth, all of that will beat the other segments that is clear because of the massive investments which has gone in the recent past. And there are capacities still coming into place. Some capacities are still not matured. So that is on a growth path for many more quarters. Mumuksh Mandlesha: So, anything specific, which segments, particularly in this aluminium other 2- wheeler, which are the segments? Srinivasan Ravi: We are quite balanced. We are 4-wheeler heavy, if you look at the revenue portion of it. Yes, closely followed by 2-wheeler. But I think the -- further on, both are growing as far as we are concerned that more new orders are coming in. Some are quick order wins where it will see the light of the day in a couple of quarters or even in the next financial year. Some are a little drawn. These orders are in the development stage, which will come into production in FY 28 and FY 29. Most of the production is coming in FY 29. So that will not reflect in the revenue in the coming quarters. But whatever orders we have taken a few quarters back, some of it is already coming into production as of now. Mumuksh Mandlesha: Got it, sir. Sir, secondly, can you just update further on this Kothavadi plant stationary engine order book from USD 100 million, which we crossed last quarter? And just lastly, also on the Sunbeam transformation happening, so how do you see that profitability for this entity ahead? Srinivasan Ravi: Kothavadi project is -- Kothavadi is a foundry. Machining is done at the -- I think the parent plant, Arasur, which is the biggest plant. So it is split into 2. One is the revenue portion coming from the casting side at Kothavadi. One is the machining side coming in from the Arasur plant. So the billing will happen only from the Arasur plant. So, I would say that -- I'll reiterate that we have targeted USD 100 million sort of revenue in FY '29. We are on track for that. And there is a good glimpse what we are having that in the future, we are starting to get more inquiries. That means what orders or inquiries we're going to get in the next few quarters, we'll see light of the day by FY 30 - 31. So that can take it beyond the USD 100 million, whatever was initially projected. As far as now we are concerned, we are now doing a little of the automotive, but mostly on the general engineering castings, which are there, which is not significant as of now. The capacity utilization is under buildup, I would say. So we'll have 2 or 3 more quarters before we start seeing some revenue trickle in this business. Mumuksh Mandlesha: And just on the Sunbeam side, sir? How do you see the transformation and profitability ahead, sir? Page 2 of 11 Srinivasan Ravi: On the Sunbeam side, we have the restructuring is more or less complete, but some restructuring, we have postponed to a few months because of requests from customer on this matter, like there are exit customers, there are exit parts where we have to handle the customer for a couple of quarters more before we are able to exit that. So, with that, I think by December, I think 90% of the turnaround or the restructuring will be complete. So, as we move on quarter-on-quarter, we'll see improved results coming from the current quarter onwards, I would say. Moderator: We take the next question from the line of Mukesh Saraf from Avendus Spark. Mukesh Saraf: My first question is regarding this capex that you have announced for the Unit 3 at Hosur. You mentioned that we are at about 85% utilization. Just trying to understand, we had just [Showing first 8,000 characters — download PDF for full document]