Craftsman Automation ka Big Investment Plan!
Sun lijiye, friends! Craftsman Automation ne FY25 mein Rs 10 billion ka investment kiya hai. Wah! Isme se Rs 2.5 billion gaya Axion ki remaining 24% stake kharidne mein. Phir Rs 6.1 billion Sunbeam mein invest kiye (par tension mat lo, FY26 mein Gurgaon plant bechne se almost Rs 3 billion vapas aa jayega!). Aur Fronberg ka acquisition bhi hua, Rs 1.5 billion mein.
Next Year ki Planning
Company ka plan hai ki FY26 mein capex kam kar denge, sirf Rs 7.5–8 billion rahenge (FY25 ke Rs 11 billion se kam!). Unka target hai ki FY26 mein revenue Rs 70 billion aur Ebitda Rs 11 billion hoga. Achcha khaasa! Gurgaon plant bechne se aane wale paise aur kam capex ki wajah se, unka debt bhi kam hoga next year. Yeh sab badi achchi khabar hai investors ke liye!
ICICI Securities ki Report kya kehti hai?
ICICI Securities ki report ke hisab se, Craftsman Automation ka Q4 FY25 Ebitda margin thoda gir gaya, 13.9% (480 bps YoY). Par tension ki baat nahin hai, kyunki yeh unke estimate ke hisab se hi tha. Margin girne ki main wajah thi expansion related expenses aur recent acquisitions ka consolidation.
Future Predictions
ICICI Securities ko lagta hai ki FY26 aur FY27 mein Craftsman Automation ka Ebitda margin badh kar 16% aur 17% ho jayega. Yeh unke new plants ke operations shuru hone aur Sunbeam ki profitability improve hone se possible hai. Revenue mein bhi tezi se badhotari hone ki ummeed hai – around 25% FY26 mein aur 15% FY27 mein. Yeh unke existing business ki steady growth, new customers, new components aur Sunbeam/Fronberg se aane wali revenue ki wajah se hoga. Unhone ‘Buy’ rating diya hai, Rs 5,300 ka target price ke saath!
Disclaimer
Yaad rakhiye, yeh sirf ek report hai. Investment se pehle apne financial advisor se zaroor baat karein!
