Synopsis:
On 16 Sept 2025, Motilal Oswal MF sold 12 lakh Carraro India shares, while Bajaj Allianz bought 10 lakh shares at ₹449, highlighting strong investor activity.
This Auto ancillary stock, engaged in designing, manufacturing, and supplying axles, transmission systems, and gears for agricultural tractors and construction vehicles, is in focus after Motilal Oswal Mutual Fund sold its stake of 2.11 percent in the company.
With a market capitalization of Rs. 2,530.75 crore, the shares of Carraro India Limited were currently trading at Rs. 445.15 per equity share, down nearly 0.55 percent from its previous day’s close price of Rs. 447.60.
What is the News?
On 16 September 2025, Carraro India Limited witnessed a bulk deal where Motilal Oswal Mutual Fund sold 12 lakh shares, representing 2.11 percent of the company’s equity. The shares were sold at Rs. 449 each, taking the total deal value to around Rs. 53.88 crore.
On the same day, Bajaj Allianz Life Insurance Company purchased 10 lakh shares, equivalent to 1.75 percent of Carraro India. These shares were bought at Rs. 449 apiece, translating into a total value of Rs. 44.9 crore, reflecting active investor participation in the stock.
Production Capacity
In FY25, Carraro India Limited demonstrated its strong manufacturing capability by producing 86,551 axles, 38,323 transmission systems, and approximately 1.68 million gears. These figures highlight the company’s scale of operations and its significant role in supplying critical components to the agricultural and construction equipment industries.
Revenue Segments
In Q1 FY26, Carraro India Limited earned 45 percent of its revenue from agricultural tractors, 44.2 percent from construction vehicles, and 10.8 percent from other segments. On a geographical basis, domestic sales contributed 61.2 percent of the revenue, while exports accounted for 38.8 percent, showing a balanced presence across markets.
Client Base
Carraro India serves a strong base of marquee clients across both agricultural and construction equipment sectors. In agricultural tractors, its customers include leading names such as ACE, CNH Industrial, Kartar, Mahindra, Preet, Sonalika International, and TAFE.
In the construction vehicle and equipment space, Carraro India works with reputed global and domestic brands like ACE, Bull, CNH Industrial, Doosan, Dynapac, Kion Group, LiuGong, Mahindra, Terex, and Volvo Construction Equipment.
Company Overview
Carraro India Limited, part of the Carraro Group, has been operating for over 25 years as a leading Tier-1 solution provider for axles, transmission systems, gears, and related components. The company has established itself as the sole supplier in the non-captive agriculture tractor transmission market and holds a dominant 60-65 percent market share in the non-captive construction vehicle transmission market.
The company has operated two manufacturing facilities, one R&D center, and a team of over 54 R&D members and partners with more than 250 suppliers, both domestic and international. Carraro India Limited is supported by a workforce of about 1,600 employees and caters to marquee OEM customers.
Recent quarter results
Coming into financial highlights, Carraro India Limited’s revenue has increased from Rs. 474 crore in Q1 FY25 to Rs. 493 crore in Q1 FY26, which has grown by 4.01 percent. The net profit has also grown by 3.57 percent from Rs. 28 crore in Q1 FY25 to Rs. 29 crore in Q1 FY26.
In terms of return ratios, the company’s ROCE and ROE stand at 22.7 percent and 21.1 percent, respectively. Carraro India Limited has an earnings per share (EPS) of Rs. 15.50, and its debt-to-equity ratio is 0.42x.
Written By – Nikhil Naik
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
