Technocraft Industries Q4 FY26: margins rise, formwork waits on execution

Consolidated operating revenue for Jan to Mar 2026 was INR 711.70 crore (INR 71,170 lakhs) as per the quarterly P&L table in the investor presentation.

For Jan to Mar 2026, segment revenues (INR crore) were: Scaffolding 323.06, Drum Closures 180.69, Textiles 140.46, Engineering and Designing Services 78.89, before inter unit eliminations.

Management stated a one time benefit of about INR 20 crore from steel quantity discounts was booked in the quarter, contributing to the sharp margin uptick.

The investor presentation states capacity of 1,500 MT per month with two extrusion lines, and management said the extrusion plant operated at 100% utilization in FY26 and continues at 100%.

Management stated in the concall that the Mach One order book is in excess of 4.5 lakh square meters, which is more than six months of current production capacity.

Management stated US tariffs for scaffolding are 50% under Section 232, and drum closures were also added under Section 232 at 27.6%. It also stated the tariffs are applied across all countries, with China paying additional tariffs, and that the company can pass the tariffs on to customers.