Alicon Castalloy Limited — PPTs, 07-11-2025: Investor Presentation

Alicon Castalloy's Q2 FY26 total income grew 2% QoQ to ₹429 Cr, though it was down 8% YoY due to prior one-time business and challenges in the US commercial vehicle segment. H1 revenue stood at ₹848 Cr (-6% YoY). Profitability improved significantly, with Q2 PAT up 49% QoQ to ₹14 Cr, and EBITDA margin reaching 12.9%.

The company is strategically focused on cost optimization, lean manufacturing, and diversifying its energy mix. It's positioning itself for future opportunities in carbon-neutral technologies and higher fuel efficiency. Recent developments include securing 7 new parts from 6 customers in Q2 across various segments. Domestic auto demand is showing signs of revival post-GST rationalization. A new CEO-Designate has also been appointed.

Management highlighted sustained momentum and enhanced profitability from efficiency drives. While global economic headwinds persist, Alicon is actively pivoting towards domestic customers and new business opportunities.