What was Alicon Castalloy's revenue in Q3 FY26?

Alicon Castalloy reported revenue of ₹430 Cr in Q3 FY26, a +10% change year-over-year.

Did Alicon Castalloy management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Alicon Castalloy Q3 FY26 Research Workspace: Revenue ₹430 Cr (+10%)

Q: What guidance did Alicon Castalloy management give?

Q4 FY26 EBITDA margin target of 12.5-13%: Management expects EBITDA margin to recover to 12.5-13% in Q4 FY26, driven by improved product mix and cost control.

Revenue ₹430 Cr +10%

EBITDA ₹47 Cr +34%

PAT ₹3 Cr +322%

EBITDA Margin 10.9% -200bps

Duration 43 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Alicon Castalloy reported Q3 FY26 revenue of ₹430 crore, up 10% YoY, but EBITDA margin contracted to 10.9% (down 200bps QoQ) due to product mix shift, higher employee costs, and one-time charges. PAT was ₹3.3 crore, impacted by a ₹5 crore exceptional item for labor code implementation. Domestic auto demand remained strong (PV +12%, CV +13%, 2W +13%), but global operations were muted due to a UK OEM cyber incident and US CV headwinds. Management guided for Q4 EBITDA margin of 12.5-13% and reiterated an order book of ₹9,100 crore to be executed by FY29, implying an exit revenue run-rate of ~₹3,500 crore. Key risks include delayed ramp-up of the GLR EV project and potential tariff-related disruptions in US exports.

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Research workspace

Focused Modules

⚖Claim Ledger 65% answered

Did management answer the analysts?

10 analyst questions audited, 1 evaded or deflected.

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!Risks 4 risks

Risk Intelligence

Global demand weakness and tariff uncertainty

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Quarter Snapshot

Order Book (to be executed by FY29) ₹9,100 crore

N/A

Unexecuted order book for new parts; ~₹850 crore utilized so far.

Domestic PV Segment Growth 12% YoY

+12% YoY

Passenger vehicle business grew 12% YoY, driven by hybrid vehicle cylinder heads.

Domestic CV Segment Growth 13% YoY

+13% YoY

Commercial vehicle business grew 13% YoY, supported by new order wins.

Gross Margin 47.2%

+138bps YoY

Gross margin improved YoY due to favorable product mix and operating leverage.

Fast read

Guidance and risk preview

Top guidance Q4 FY26 EBITDA margin target of 12.5-13%

Management expects EBITDA margin to recover to 12.5-13% in Q4 FY26, driven by improved product mix and cost control.

Top risk Global demand weakness and tariff uncertainty

US and UK markets saw degrowth; tariff-related actions have dampened export inquiries.