Aluminium Price Volatility
Sharp increase in aluminium prices (30-35% QoQ) pressured gross margins; pass-through lags may persist.
ALICONCASTALLOY / Q4-FY26 / risks
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Alicon Castalloy · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Labour Cost Inflation at Bawal Plant
Minimum wage hike in Haryana effective April 2026 will increase labour cost by ~35% at the Bawal factory.
Delayed Ramp-Up of Global Programs
JLR program delayed by 18 months; export volumes remain soft due to geopolitical issues and tariffs.
Low Asset Turnover on New Capex
New investments require complex machining and automation, limiting asset turnover to below 2x historically.