Alicon Castalloy Limited — PPTs, 12-02-2025: Investor Presentation

**Financial Highlights:** In Q3 FY25, Alicon reported total income of ₹392.9 crore, reflecting a 3% year-over-year decline and a 15% quarter-over-quarter reduction. EBITDA fell 34% year-over-year to ₹35 crore, with an EBITDA margin of 8.9%. The net profit after tax was ₹1 crore, significantly lower compared to previous periods due to challenges in demand and an unfavorable product mix, particularly affecting margins.

**Strategic Initiatives and Growth Drivers:** The company is focused on diversifying its product offerings and expanding its market reach to better buffer against demand fluctuations. New wins included 7 parts from diverse sectors, indicative of an ongoing push to tap into carbon-neutral technologies and evolving market demands.

**Business Developments:** Alicon has achieved growth in total income for 9M FY25, up 14% year-over-year at ₹1,298.2 crore. The company successfully increased its gross profit margin, albeit with some compression due to changes in product focus toward two-wheeler components.

**Market Position and Competitive Advantage:** Alicon's diversified customer base mitigates reliance on single clients, ensuring stability amid changing market dynamics.

**Investor Implications:** While short-term challenges may affect profitability, the long-term outlook remains positive as the company is well-positioned to capitalize on emerging opportunities in diverse markets. Investors are encouraged to monitor developments closely.