Alicon Castalloy Limited — PPTs, 08-08-2025: Investor Presentation

Here's a summary of Alicon Castalloy's Q1 FY26 performance:

**Financial Highlights:**

Q1 FY26 Total Income: ₹418.7 Cr, down 5% YoY/2% QoQ. Profit After Tax (PAT) steady QoQ at ₹9.3 Cr. EBITDA margin improved to 11.9% (from 11.2% QoQ) on cost control. Gross profit margin dipped due to lower volumes and export mix.

**Strategic Initiatives & Growth Drivers:**

Alicon is future-ready for carbon-neutral tech (EVs, hybrids) & light-weighting. Sustainable cost optimization continues via lean processes. A new Defence, Aerospace, & Railways (DAR) vertical launched to tap strategic sector opportunities.

**Business Developments:**

Secured 7 new parts from 5 customers in Q1 FY26 (global & domestic). Leadership expanded with Mr. Manish Kapoor as COO & Mr. Harshvardhan Gune for the DAR vertical.

**Market Position & Competitive Advantage:**

Pioneer & one of India's largest aluminum foundries, Alicon offers end-to-end solutions. Diversified global customer base across sectors, blending global & Indian expertise.

**Investor Implications:**

Resilient Q1 performance amidst headwinds & ongoing cost optimization suggests positive growth potential. Strategic moves into DAR & future-ready tech highlight long-term diversification, a key factor for investors to monitor.