Craftsman Automation (CRAFTSMAN) Q2 25/26 earnings summary

Executive summary

• Consolidated H1 FY26 sales reached ₹3,786 crore, up 60% year-over-year, with strong contributions from powertrain, aluminum products, and industrial engineering.

• EBITDA for H1 FY26 was ₹582 crore, with a margin of 15%, and annualized ROC at 15%.

• Net profit for Q2 FY2026 stood at ₹9,086 lakhs, with total comprehensive income at ₹9,704 lakhs.

• The company operates 25 manufacturing facilities across India and Germany, with a market capitalization of ₹161.86 billion as of September 2025.

• Recent strategic expansions include acquisitions in India and Europe, and new greenfield facilities.

Financial highlights

• FY26 H1 consolidated revenue reached ₹3,786 crores, up 60% year-over-year; EBITDA at ₹582 crores, up 45%; PAT at ₹160 crores, up 32%.

• Powertrain sales: ₹1,034 crore; Aluminum products: ₹2,275 crore; Industrial engineering: ₹476 crore for H1 FY26.

• Q2 FY2026 revenue: ₹2,002 crore, EBITDA margin: 13%, net profit margin: 5%.

• Earnings per share for Q2 FY2026 were ₹40.68, up from ₹36.89 in Q1 FY2026.

• Sunbeam business quarterly run rate at ₹330 crore, with Q2 EBITDA margin at 6%.

Outlook and guidance

• Aluminum product margins are expected to remain sustainable, with incremental revenue from new plants.

• Sunbeam targets double-digit EBITDA margin for FY27, with operational efficiencies expected in the next two quarters.

• Revenue expected to cross ₹9,000 crore in FY27, with long-term growth driven by capacity expansion and strong order book.

• Kothavadi plant phase one operational; phase two (large engine blocks) to ramp up with revenue stream starting 2029.

• Management notes that results for the quarter and half year ended 30 September 2025 are not fully comparable to the previous year due to acquisitions.