Alicon Castalloy Limited has informed the Exchange about Investor Presentation
ALICON · price
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Awaiting price reaction for this filing.
Alicon Castalloy reported FY25 Total Income of Rs. 1,723.8 crore, up 10% YoY, driven by a strong recovery in Q4 (Rs. 425.6 crore, +1% YoY and +8.5% QoQ) after a weak Q3. However, profitability took a hit: FY25 EBITDA margin fell 126 bps to 11.5% and PAT dropped 25% to Rs. 46.1 crore, with Q4 EBITDA margin compressing to 11.2% from 14.0% YoY. The margin pressure was attributed to an adverse shift in product and geography mix, upfront costs from new lines, and one-time expenses, partially offset by lower fixed costs. The company booked one new part in Q4 (structural business, global customer) and highlighted focus areas like reducing overheads, cutting interest costs, and diversifying its energy mix. Manufacturing facilities ran at ~75% utilization.
Mixed signals for shareholders — revenue momentum is strong with double-digit FY growth and a sharp Q4 rebound, but margins and profits are under pressure from mix headwinds and one-time costs, which may cap near-term earnings recovery. Watch the May 14 concall for clarity on margin trajectory and new order pipeline.