Analysis published 07 Sep 2026

AI-generated · cited to primary sources · not investment advice

Patil Automation (PATILAUTOM) Nov 2025 Filing Analysis

01 · Management Credibility

Does management do what it says?

MissedOther Findings
83/100

FY26 consolidated revenue was approximately INR172 crores, exceeding the upper end of the INR150–170 crore target by approximately INR2 crores. (3 exceeded, 1 missed, 1 met across 5 tracked commitments)

Topline revenue by end of March, we have planned 150-170. It is the planned and we have a good order book in hand and we are in process so that is the plan at this moment.

Patil Automation · Concall Transcript · Nov 2025 · p.4
RevisedCapacity Utilization Trend
55/100

The stated capacity target was revised upward from 3,454 to approximately 3,500 units. The presentation also reports roughly 85% utilization at the existing Chakan facilities and identifies Faridabad as an additional facility, but does not separately confirm completion of the 59,000 sq. ft. Chakan facility. (1 revised, 1 in progress across 2 tracked commitments)

Current capacity: 2,304 units (welding & assembly lines) Expansion underway to 3,454 units with a new 59,000 sq. ft. facility

Patil Automation · Investor PPT · Nov 2025 · p.14
MissedProduct Range Breadth and Application Diversity
30/100

The FY26 non-automotive mix was 33%, below the stated target of more than 40%. The presentation does not provide FY27 actuals, so the FY27 60:40 target remains untested. (1 missed across 1 tracked commitment)

So the percentage wise, it will be more than 40%. This is what we have at this moment order book in hand, which is a non-automotive. And by end of year, I think you will see after the result. But for coming year of 27, we feel that we will be doing 60% and 40%, so 60% automotive and 40% non-automotive.

Patil Automation · Concall Transcript · Nov 2025 · p.6
Export Competitiveness Improvement

Expand internationally through a presence across more than ten countries and a wider export portfolio covering infrastructure and farm equipment. — target: Presence in 10+ countries.

Presence 10+ Countries

Patil Automation · Investor PPT · Nov 2025 · p.9

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02 · Business Model

How durable is the business?

Capacity Utilization Trend
80/100

The company's execution capacity expanded through a new 59,000-square-foot facility. Annual unit capacity was expected to rise from 2,304 to 3,454 units, an increase of 1,150 units or approximately 49.9%. Revenue capacity was stated at over Rs.150 crore for the new facility, in addition to approximately Rs.120 crore from the existing facilities. (5 expanding)

We are now developing a new 59,000 square feet facility which will increase our capacity from 2304 units to 3454 units annually.

Patil Automation · Concall Transcript · Nov 2025 · p.4

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