Manufactures aluminium castings — gravity die castings, low pressure die castings and machined components — almost entirely for automotive OEMs. The company operates in a single segment, aluminium castings, sold to global and Indian vehicle makers including JLR (Range Rover program now in production) and Daimler, alongside domestic two-wheeler, passenger vehicle and commercial vehicle platforms. FY26 consolidated revenue was ₹1,775.73 crore, with Q4 FY26 alone delivering ₹495 crore (+16% YoY), and 14 new parts added across 7 customers during the year carrying peak annual sales potential of ₹140 crore. Operations run at 78% capacity utilisation, prompting a new 1,30,000 sq ft plant near Shikrapur, Pune with capital outlay of ₹1,255 million for gravity die casting, low pressure die casting and machining, funded via bank borrowings and internal accruals. The executable order book stands at ₹7,600 crore spread over six years (FY25-26 to FY30-31), including the Daimler program expected to peak at ₹80-90 crore annual sales in H2 FY27. Raw materials, principally aluminium, account for 54.4% of revenue and were the main driver of a 248 bps gross margin compression in Q4 FY26. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Aluminium castings (100%). Cyclical, asset-heavy single-segment aluminium castings supplier to automotive OEMs.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 1,078 | 1,401 | 1,559 | 1,720 | 1,776 |
| EBITDA (ex other income) | 112 | 153 | 195 | 194 | 187 |
| margin % | 10.4 | 10.9 | 12.5 | 11.3 | 10.5 |
| Owners' profit | 24 | 0 | 61 | 46 | 0 |
| EPS, as reported (₹) | 15.68 | 31.92 | 38.04 | 28.36 | 21.09 |
| ROE % · ROCE % | 5.4 · 10.4 | 11.7 · 15.0 | 11.0 · 17.0 | 7.8 · 14.4 | 5.5 · 11.7 |
| Debt / equity (x) | 0.58 | 0.62 | 0.55 | 0.58 | 0.52 |
| Cash from operations | 77 | 87 | 157 | 205 | 239 |
| Capex | (60) | 0 | 0 | (165) | (132) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 464 | 392 | 425 | 418 | 428 | 430 | 495 | 578 |
| Profit before tax | 23 | 1 | 13 | 13 | 19 | 6 | 10 | 18 |
| Net profit | 17 | 1 | 10 | 9 | 14 | 3 | 8 | 11 |
| EPS (₹) | 10.34 | 0.48 | 5.80 | 5.71 | 8.50 | 2.01 | 4.86 | 14.04 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SAMVRDHNA MTHRSN INTL LTD | 1,73,567 | 39.6 | 3.98 | 15.4 | 9.4 | 8.2 | 17.1 | 9.0 |
| BOSCH LIMITED | 1,42,736 | 60.4 | 9.61 | 35.1 | 18.7 | 24.1 | 15.6 | 17.9 |
| BHARAT FORGE LTD | 92,992 | 131.7 | 9.73 | 33.3 | 11.4 | 13.2 | 21.6 | 8.8 |
| UNO MINDA LIMITED | 69,386 | 57.6 | 9.56 | 31.7 | 17.7 | 15.7 | 25.3 | 10.4 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 7 Sept 2026 · Newspaper notice of 36th AGM published | compliance | minimal | — | — |
| 4 Sept 2026 · BRSR Report Filing for FY 2025-26 | compliance | low | — | — |
| 4 Sept 2026 · FY2025-26 Annual Report and AGM Notice | board shareholder meetings | low | — | — |
| 18 Aug 2026 · Q1 revenue surges 37%; management guides higher margins | investor communications | medium | — | — |
| 17 Aug 2026 · Record date for final dividend of Rs. 3 per share fixed | corporate actions | medium | — | — |
| 13 Aug 2026 · Alicon Castalloy Q1 FY27: Revenue up 37% YoY, PAT rises 23% | investor communications | medium | — | — |
| 13 Aug 2026 · Alicon Q1 FY27 PAT Rs 11.4 Cr up 23% YoY, revenue crosses Rs 500 Cr | compliance | low | — | — |
| 13 Aug 2026 · CRISIL reaffirms bank facility ratings; outlook revised to Stable | credit debt | medium | — | — |
| 13 Aug 2026 · Q1 profit nearly doubles, 100 percent dividend, director change | management changes | medium | — | — |
| 13 Aug 2026 · Q1 FY26-27 results: revenue up 44%, PAT nearly doubles YoY; 100% dividend for FY25-26 | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| SCHAEFFLER INDIA LIMITED |
| 61,739 |
| 49.3 |
| 10.04 |
| — |
| 10.4 |
| 14.1 |
| — |
| 19.4 |
| TUBE INVEST OF INDIA LTD | 50,454 | 83.1 | 3.55 | 19.5 | 7.9 | 12.4 | 30.3 | 10.6 |
| SONA BLW PRECISION FRGS L | 49,016 | 70.4 | 7.99 | 42.6 | 10.3 | 12.9 | — | 25.1 |
| ENDURANCE TECHNO. LTD. | 37,964 | 39.1 | 5.55 | 18.6 | 13.9 | 15.6 | 17.4 | 13.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 24.8 | 26.7 | 57 of 123 | 54% |
| P/B | 1.9 | 3.5 | 31 of 116 | 74% |
| ROCE | 6.2 | 12.6 | 96 of 125 | 23% |
| ROE | 5.5 | 11.6 | 93 of 119 | 22% |
| Debt / Equity | 0.5 | 0.3 | 83 of 119 | 31% |
| EBITDA margin | 9.6 | 12.2 | 82 of 118 | 31% |
| Revenue growth | 38.3 | 20.2 | 12 of 113 | 90% |
| Profit growth | 29.9 | 24.4 | 52 of 115 | 55% |
| Market cap | 1195 | 1542 | 68 of 125 | 46% |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
