Alicon Castalloy Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Alicon Castalloy saw Q2 FY26 revenue at Rs 429 Cr, a 7.7% YoY decline but third consecutive QoQ growth. Gross margin improved to 48.9% and EBITDA margin to 12.9%, driven by product mix and operational efficiency gains. The company secured new orders worth Rs 257 Cr over five years, adding to its Rs 9,100 Cr order book (Rs 8,400 Cr remaining until FY29). Management noted global volatility and US tariffs but highlighted improved domestic auto demand. Strategic focus includes the new Defense, Aerospace, Railways (DAR) vertical, R&D, and automation. Mr. Sumit Bhatnagar takes over as CEO in April 2026. The sentiment is confident about sustained growth and operational progress.