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.
ALICONCASTALLOY / guidance tracker
Keep management guidance in view.
Alicon Castalloy · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
margins
Full-year FY26 EBITDA margin around 12-12.5%
For the full year, EBITDA margin is expected to be approximately 12-12.5%.
FY29 exit revenue run-rate of ~₹3,500 crore
Based on the ₹9,100 crore order book, the company expects an exit revenue run-rate of ~₹3,500 crore by FY29.
Capex of ₹125-130 crore for FY26
Capital expenditure for FY26 is expected to be in the range of ₹125-130 crore, focused on automation and capacity expansion.
FY27 Revenue Growth of 8-10%
Management expects 8-10% revenue growth in FY27, excluding the impact of aluminium price pass-through.
EBITDA Margin Improvement of ~150bps
EBITDA margin expected to improve by ~1.5% to 12.5-13% in FY27, driven by operating leverage and cost initiatives.
Capex of ₹130-150 Cr in FY27
Capital expenditure planned at ₹130-150 crore, including a new plant, automation, and machining capacity.
New Plant Operational by FY27 End
At least one new manufacturing site to be operational by end of FY27 to address capacity constraints.