Alicon Castalloy Limited has informed the Exchange about Investor Presentation
ALICON · price
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Awaiting price reaction for this filing.
Alicon Castalloy filed its Q3 & 9M FY2026 earnings presentation. Q3 FY26 total income grew 10% YoY to ₹430.8 crore, with EBITDA at ₹47.2 crore (up 34% YoY) and EBITDA margin improving to 10.9% from 8.9% in Q3 FY25. However, QoQ EBITDA fell 3% due to adverse sales mix, input price volatility, and one-time charges including new labour code implementation. PAT came in at ₹3.3 crore (up 322% YoY off a low base). For 9M FY26, total income was down 2% YoY at ₹1,278.4 crore, while EBITDA margin edged up to 11.9% from 11.6% and PAT declined 27% to ₹26.6 crore. The company won 4 new parts from 4 customers in the quarter and operates at ~75% capacity utilization. Management remains optimistic about further improvement in Q4 and FY27, citing supportive Indian auto industry growth (16.4% YoY) and easing trade tensions.
Short-term: Mixed results — strong YoY recovery from a low base but QoQ softness in margins and one-time drags may weigh on sentiment. Medium-term: Improving margins, new business wins, and positive Indian auto demand outlook are supportive, but global headwinds and declining 9M PAT warrant caution.