Alicon Castalloy

Alicon delivered a record quarterly revenue of ₹495 croreCurrent reported value: record quarterly revenue of ₹495 crore. No comparable prior figure is available in the source record. (+16Current 16 crore vs previous available quarter 10 crore.% YoY), driven by strong domestic demand across PV, CV, and two-wheeler segments. However, EBITDA fell 3% YoY to ₹46Current 46 crore vs previous available quarter 47.2 crore. crore, with margins contracting ~180bps to 9.3Current 9.3 crore vs previous available quarter 10.9 crore.% due to elevated aluminium prices, one-time costs (~₹15 crore), and adverse mix shift. PAT declined 11% YoY to ₹8Current reported value: 8. No comparable prior figure is available in the source record. crore. Management guided for 8-10% revenue growth in FY27Current reported value: 8-10% revenue growth in FY27. No comparable prior figure is available in the source record. (ex-aluminium pass-through) and expects EBITDA margin improvement of ~150bps to 12.5-13%, aided by operating leverage and cost initiatives. Capex of ₹130-150 crore is planned, including a new plant. The executable order book stands at ₹7,600 croreCurrent ₹7,600 crore. Reported change: N/A. over 6 years. Key risks include sustained aluminium price volatility, labour cost inflation (35% hike at Bawal plant), and delayed ramp-up of global programs like JLR.