ALICONCASTALLOY / Q4-FY26 / claim-ledger

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Alicon Castalloy · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

Answered directly

63%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Ragunan NN · Noama Research

partial

Medium/long-term targets and FI27 revenue target given order book of 7,600 cr.

FI27... first approach is to build a very strong foundation... we are looking for a modest growth of around 8 to 10% without taking care of the aluminum volatility...

Ragunan NN · Noama Research

direct

Reason for higher other expenses in Q4 and if any one-off items.

approximately 15 crores additional cost those were not there when we compare in the quarter three or maybe earlier quarters that has come in and we have considered in quarter four.

Ragunan NN · Noama Research

partial

Aluminium pass-through lag and margin range for FI27, plus capex guidance.

Rajiv: customers are on monthly basis... Sumit: capital expenditure of anywhere between 130 to 140 or 50 crores.

Riddesh Gandhi · Discovery Capital

direct

What went wrong over last couple of years and how are we fixing it?

our strategy has been very clearly more focused in two specific areas... we have now gone back to some of the major Indian OEMs where we have traditionally not been supplied...

Riddesh Gandhi · Discovery Capital

evasive

Why only 8-10% growth guidance given JLR ramp-up and past underperformance?

the capacity expansion has started... towards the end of this financial year those steep growth increases you will see...

Riddesh Gandhi · Discovery Capital

direct

Are the write-offs behind us or are there more to come?

we are not looking for any further write offs in this year... we have just cleaned up whatever has to be done.

Riddesh Gandhi · Discovery Capital

evasive

Why margin guidance is only small enhancement given JLR and write-offs behind?

the bottom line and the profitability... is going to be one of the major focus areas... what I have shared... is something which we definitely are looking for...

Pit Satani · Incred

partial

What did the last 5 years' 500 cr capex achieve given low utilization and margins?

almost 50% of the capital planning is always a maintenance capex... we have invested significantly on projects like JLR... all the capital investments... is going to have a good rate of return.

Pit Satani · Incred

direct

Was there any one-off revenue or expense in FY26 that won't recur?

for the full year... it was approximately 25 26 crores because like wage code act or some other... one time expenses during the full year is around 25 26 crores.

Pit Satani · Incred

direct

Has the Amler order started and how big is it?

this order is executed now... on a peak sale this would be somewhere around 80 to 90 cr yearly sales.

Pit Satani · Incred

direct

Are we losing domestic market share given only 4% revenue growth?

we have not lost any market share... in the two-wheeler segment we have done better than last year... in passenger vehicles... we are exactly at the same market share...

Nishita · Sapphire Capital

declined

Does the 7,600 cr order book include JLR and what is JLR's share?

we cannot reveal a customer specific customer specific number. I think that's a legal bonding between us and JL.