Technocraft Industries India Limited conducted an Analyst/Investor Conference Call to discuss its Unaudited Standalone and Consolidated financial results for the quarter ended June 30, 2026 (Q1 FY27). The event was an earnings conference call held on August 17, 2026. The transcript was submitted to exchanges pursuant to Regulation 30 and 46 read with clause 15 of Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Management Participants:

  • Mr. Navneet Kumar Saraf – Director and Chief Executive Officer
  • Mr. Ashish Kumar Saraf – Director and Chief Financial Officer
  • Mr. Anil Gadodia – Group Chief Financial Officer

Moderator: Ms. Poorva Zawar from 360 ONE Capital

The transcript has been uploaded on the company's website at: https://www.technocraftgroup.com/investor-meet-and-presentation/

Key Financial and Business Updates Discussed:

Segment Revenue Performance (Consolidated):

  • Steel Scaffolding: ₹240 crores
  • Aluminum Formwork (Mach One): ₹165 crores

Operational Highlights:

  • Aluminum Extrusion plant running at 100% capacity since March quarter
  • Scaffolding segment operating at 95% capacity utilization
  • Mach One segment operating at 75%-80% capacity utilization
  • Drum Closure segment achieved 43% EBIT margin (highest ever)

Margin Guidance:

  • Scaffolding segment: 15% sustainable margin
  • Engineering Services segment: 15% sustainable margin
  • Drum Closure segment: 30%+ sustainable margin

Business Segment Updates:

Scaffolding & Formwork:

  • Strong demand in US market driven by AI chip manufacturing plants, semicon plants, and conventional energy installation
  • Middle East sales declined due to war and shipping difficulties (contributes 2%-3% of total sales)
  • Europe sales ongoing but slow due to Russia-Ukraine war impact and German slowdown
  • Tariff situation: 50% tariff on Indian scaffolding in US, 75% on Chinese products

Drum Closure:

  • Record margins driven by volume increase and rupee depreciation benefits
  • Plastic drum closure sales: ₹14.5 crores in quarter
  • No seasonality in business

Defence Division:

  • Received orders from Israel for JT Coolers (~₹20 crores)
  • JT Cooler margin guidance: ~15%
  • Missile canister orders: ~₹10 crores
  • Total defence order book: ₹20-21 crores

Engineering Services:

  • Strong growth driven by US market demand
  • Focus on high-tech services: AI-based vision systems, embedded systems, industrial automation

Textile Division:

  • Fabric business shut down and equipment sold for ₹25-30 crores
  • Working capital release: ₹15-20 crores
  • Yarn business profitable (13% EBITDA last quarter)
  • Garment business loss-making, targeting break-even in next 2 quarters

CAPEX Plans:

  • No significant new CAPEX this year, only maintenance CAPEX
  • Phase 2 of CSN plant planned for next year
  • Scaffolding capacity can be added within 3 months if needed

Additional Notes Section

The document includes the complete transcript of the conference call with detailed Q&A session covering various aspects of business performance and outlook. No unpublished price sensitive information (UPSI) was indicated to be shared during the call. The company has made the transcript publicly available on its website as required by SEBI regulations.