Craftsman Automation · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
58%
Numeric claims
0
Consistency
—
Question ledger
Mumukesh Mandlesa · Anandraati Institutional Equities
partialThere's a startup of a new plant in shagari. We have incurred operational losses in the first quarter to prove out all the parts totally. So as a consolidated I mean as a standalone it affected the standalone because it's quite also significant plant.
Mumukesh Mandlesa · Anandraati Institutional Equities
partialWe have not even touched 50% of the installed capacity I would say because of the high variety of parts which are under is all subject to BS approval also and the model developments and also customer validation.
Mukkesh Saraf · Aventes Park
directTractor is doing very well in this financial year and commercial vehicle is showing sometimes green shoots of some marginal growth. The more interesting portion will come in the coming years when commercial vehicle moves to the higher engine capacities and gearbox capacities.
Mukkesh Saraf · Aventes Park
directWe will be seeing margins from Q2 of next year improving at we'll end the year for a 10% or sort of EBITDA level from the current year of around 7% totally.
Abishek Jan · Alphaacurate Advisers Private Limited
directYes, it is sustainable and with the operating leverage which we are now started to generate, we will see margin expansion in the next financial year.
Abishek Jan · Alphaacurate Advisers Private Limited
evasiveI think it doesn't hold good for many reasons for example aluminium exports from China has been dropped by 8% so aluminium prices have jumped by around 16%... So I would kindly request you to look at the gross margin and the margin versus the EBITDA margins or EBITDA margins versus the gross margins.
Nikl · I thought PMS
declinedOur customers do not tell us whether it's for prime power or backup power. So we have no and these are fungible at least the product what we make is fungible.
Nikl · I thought PMS
partialEnergy per se has been growing not significantly in the past but this data centers or AI has driven the energy to be suddenly spike... but it'll not be as high as this what is happening.
Nikl · I thought PMS
partialOn the powertrain, I think there is no increased requirement of working capital per se in aluminium. I think the delta price of the price increase will have that marginal 10% or 15% increase in the working capital requirement.
Frederick · Sundaram Mutual Fund
directWe never have ever quoted for tonnage basis at all. Aluminium is a calculated material cost and that is it and that is anybody can calculate it not only the customer.
Mumukesh Mandlesa · Anandraati Institutional Equities
partialI think this can be taken offline on this subject various subsidies also we have to as I mentioned consolidated net debt to EBITDA it is 2.55 as of now... we are looking at standalone capex for craftsman around close to 400 cr this year
Abhishek Jan · Alphaacurate Advisers Private Limited
partialWe already sold anything debt below debt to EBITDA below two is compatible and we like to stabilize at 1.5 when we have gone through this big growth cycle. So as we speak it is 2.5 in spite of the land not getting sold
