Alicon Castalloy Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Alicon Castalloy's Q1 FY26 revenue was Rs. 419 Cr, impacted by global volatility and new US tariffs. Despite this, EBITDA improved to Rs. 50 Cr (11.9% margin). Net profit was Rs. 9.3 Cr after a one-time legal settlement. The company's robust Rs. 9,100 Cr order book (till FY29), 52% export-focused and 51% PV, provides comfort. Alicon secured seven new parts and maintains its Rs. 165-170 Cr FY26 CAPEX plan. Management focuses on volume ramp-ups, cost efficiency, and new opportunities in Defense, Aerospace, & Railways, expecting continued recovery despite industry headwinds.