Craftsman Automation Limited
3,834words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
rs
26
₹ 116.35 Billion
₹ 2,996 Crore
₹ 11,635 crore
3.2 Million
3.2 million
₹ 5,690 Crore
₹ 5,690 crore
₹ 858 crore
100%
76%
Guidance — 5 items
Corporate Office
opening
“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
Corporate Office
opening
“Aluminium Products - Segment Overview Highly engineered lightweighting solutions Manufacturing process capabilities FY25 Revenue Mix by Entities & Industry Segment Powertrain Parts in Aluminium such as Crankcase, Covers, Cylinder Head, Transmission housing, Etc..”
Corporate Office
opening
“Commissioning New Greenfield project at Hosur.”
Corporate Office
opening
“Aggressive Capex Expansions were necessary… Total Investments (INR Cr) % of Revenues 106 7% 106 FY21 223 10% 223 FY22 712 22% 376 336 FY23 633 14% 633 FY24 2,098 36% 1,010 1,088 FY25 Capex M&A Investments ..to diversify the Revenue profile of the company Powertrain Aluminium Products Industrial & Engineering 27% 21% ₹1,560 Cr 52% 3.5x in 4 years 15% 32% ₹5,690 Cr 53% FY21 – Revenue % FY25 – Revenue % Recent Capex and M&A initiatives have diversified the business: 1.”
Corporate Office
opening
“Note: *FY25 Annualized for impact of acquisitions Aluminium Industry Market Share Aluminium Castings: India is still scratching the surface and has a long way to go..”
Risks & concerns — 3 flagged
▪ She has meaningfully contributed to sustainability and risk management of numerous large corporates.
— Corporate Office
Note: *FY25 Annualized for impact of acquisitions Aluminium Industry Market Share Aluminium Castings: India is still scratching the surface and has a long way to go..
— Corporate Office
This also helps in reducing customer concentration risk present in the Powertrain and Aluminum segments.
— India
Speaking time
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Opening remarks
Corporate Office
No.1087, 4th & 5th Floor, Krishna Towers, Avinashi Road, Coimbatore - 641037 Tamil Nadu, India Tel + 91 422 71 610 00 fax + 91 422 71 612 34 info@craftsmanautomation.com www.craftsmanautomation.com CIN NO: L28991TZ1986PLCO01816 GST NO: 33AABCC2461K1ZW jhdjkashkhkaU28991TZ1986PLC001816 Craftsman Automation Limited 2025 FY 2025 Investor Presentation Annual Investor Presentation Disclaimer 2025 - All Rights Reserved This presentation and the accompanying slides (the “Presentation”), which have been prepared by Craftsman Automation Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation
India
~$3 bn Exp. Growth% ~5-6% 8-9% Capacity additions and scale building is the “Need of the Hour” for India to compete on the global stage 4-5% India Industry Market Share% 40-45% 25-30% 20-25% China Europe North America Growth Drivers Transition to EVs requiring advanced lightweighting materials Regulations on vehicle emissions and fuel efficiency Increase in Aluminium content per vehicle Other growing Industrial applications like Industrial, Engineering, Aerospace, Defense and Electronics requiring Castings. Craftsman has aggressively scaled its aluminium castings capacity from ~30,000 TPA 5 years ago to 100,000+ TPA today, seizing this growth opportunity. There is still significant room for further expansion, positioning the company to compete on a truly global level. Cast Iron Foundry for Large Engines Iron Castings for Gen-sets is a large market, an exclusive supplier club with high-entry barrier Iron Castings for Stationary Gen-sets is a USD ~4bn global opportunity Key Sectors Drivi