Alicon Castalloy Limited has informed the Exchange about Transcript
ALICON · price
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Alicon Castalloy filed the transcript of its Q1 FY26 earnings call held on August 8, 2025. Revenue stood at Rs. 419 crore, down 5% year-on-year (from Rs. 440 crore) and 2% sequentially. Gross margin fell 165 basis points YoY to 45.9%, but EBITDA margin improved sequentially for the second quarter in a row to 11.9% (from 11.2% in Q4 FY25), with EBITDA at Rs. 50 crore. Net profit was Rs. 9.3 crore after a Rs. 2.5 crore one-time legal settlement. The company faces headwinds from a 50% effective US tariff on Indian goods, China's rare earth export curbs hurting EV magnet supply, and weak domestic auto demand. Order book remains healthy at Rs. 9,100 crore (PV 51%, CV 30%, 2W 12%, non-auto 4%; domestic 48%, export 52%). CAPEX target of Rs. 165-170 crore for FY26 is unchanged. Seven new parts were added from five customers including two new logos.
The stock could see near-term pressure as management declined to update its earlier Rs. 2,100-2,200 crore revenue and 13-13.5% margin guidance, deferring clarity to the next quarter citing tariff uncertainty. However, the sequential margin recovery, intact CAPEX, strong order pipeline, and ramp-up of cylinder head and structural businesses offer a supportive medium-term backdrop.