Craftsman Automation Q2 FY27 Results: Key Estimates

Craftsman Automation Ltd is scheduled to announce its financial results for the July-September 2026 quarter on October 28, 2026. The company has also fixed an earnings conference call for October 29 at 4:00 pm to discuss its unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026. Brokerage estimates point to strong year-on-year growth in sales and profit, supported by new business ramp-ups and automotive demand. At the same time, higher commodity costs are expected to remain an important factor for margins.

Results date and earnings call schedule

The upcoming earnings date listed for Craftsman Automation is October 28, 2026. The company’s investor call is scheduled a day later, on October 29. The call will cover the financial performance for the September quarter and the first half of FY27. Listed companies are required to publish quarterly results within 45 days of the end of a quarter, while the deadline is 60 days for the January-March quarter. The stated schedule falls within this reporting framework.

What brokerages expect for September quarter

Three brokerages tracking Craftsman Automation expect consolidated net profit for the September quarter to range between ₹150 crore and ₹171 crore. The lower estimate is attributed to Motilal Oswal Financial Services, while Anand Rathi Share and Stock Brokers has the highest estimate. At the lower end, profit would represent year-on-year growth of 64%. At the upper end, year-on-year growth would exceed 87%.

Consolidated net sales are estimated to be between ₹2,335 crore and ₹2,620 crore. ICICI Securities has the lowest sales estimate in the range, while Anand Rathi has the highest. The range implies year-on-year sales growth of 17% to 31%, based on the estimates cited. These figures are forecasts and will need confirmation in the company’s reported results.

EBITDA estimates signal operating growth

ICICI Securities expects earnings before interest, tax, depreciation and amortisation, or EBITDA, to rise 36% year-on-year to ₹411 crore from ₹301 crore. It estimates EBITDA margin at 16.2%, compared with 15.1% a year earlier. This represents an expansion of 110 basis points.

Motilal Oswal expects EBITDA of about ₹385 crore, representing growth of roughly 28% year-on-year. The difference between estimates reflects varying assumptions on revenue, operating performance and costs. Both estimates nevertheless point to higher operating profit than the prior-year period.

Commodity costs remain a margin factor

While revenue growth is expected to support earnings, the available reports flag rising commodity costs as a risk to margins. Commodity inputs can influence manufacturing costs and therefore the conversion of sales growth into operating profit. The reported brokerage expectations already include differing margin assumptions. The company’s reported margin and management commentary during the conference call will provide further clarity on the cost environment.

June-quarter performance provides context

For the April-June 2026 quarter, Craftsman Automation reported revenue of ₹2,432 crore, compared with ₹1,784 crore in the year-earlier period. This represented year-on-year growth of 36.3%. Profit for the quarter rose to ₹151 crore from ₹70 crore, a year-on-year increase of 115.7%.

A separate quarterly-results summary stated revenue of ₹2,431.58 crore for Q1 FY27, up 9.22% sequentially from ₹2,226.40 crore and up 36.30% year-on-year. The close alignment of these two revenue figures indicates they refer to the same April-June reporting period. All absolute figures in this report are presented in ₹ crore for consistency.

Q1 FY27 financial snapshot

The reported first-quarter numbers set a high comparison point for investors reviewing the September-quarter release. However, the September-quarter figures should be assessed independently because the brokerage numbers are estimates, not company-reported financial results.

Sunbeam margin commentary

Management commentary cited from May 2026 indicated that Sunbeam was operating at single-digit margins. Management had indicated that meaningful improvement could come no earlier than Q2 FY27. This makes the September-quarter result relevant for assessing whether there has been any progress in that business.

The available material does not provide a quantified September-quarter margin outlook for Sunbeam. Investors will therefore look for management’s updated remarks on margins, operating progress and any changes to the earlier timeline. Until the company releases results and commentary, no conclusion can be drawn on the scale of improvement.

What investors may track in the release

The key reported figures to monitor will be consolidated revenue, net profit, EBITDA and EBITDA margin against the estimated ranges. Investors may also compare the result with the June-quarter revenue of ₹2,431.58 crore and profit of ₹151 crore. Commentary on commodity costs will be relevant because these costs may affect margins even when sales grow strongly.

Management’s remarks on new business ramp-ups and automotive demand will also matter, as these are cited as drivers behind brokerage expectations. Updates on Sunbeam’s margin trajectory may provide additional context on business-level profitability. The October 29 earnings call is the next scheduled forum for these disclosures after the results announcement.

Conclusion

Craftsman Automation’s September-quarter FY27 results are due on October 28, followed by an earnings call on October 29. Brokerages expect higher year-on-year sales, EBITDA and net profit, while commodity costs remain a margin consideration. The company’s reported figures and management commentary will determine how these forecasts compare with actual performance.