Alicon Castalloy Limited — Investor Meet, 19-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alicon Castalloy reported Q3 FY26 revenue of Rs. 430 Cr (YoY +10%). PAT stood at Rs. 3.3 Cr (YoY +322%). EBITDA margin was 10.9%, impacted by product mix shifts, higher employee costs, and one-off write-offs.

Management sees robust domestic auto demand and anticipates global market recovery, supported by new India-EU and India-U.S. trade agreements. The order book stands at ~Rs. 9,100 Cr, with FY29 exit revenue projected around Rs. 3,500 Cr from new parts.

Operational efficiency is enhancing through automation and expert guidance. New wins include an eAxle housing for a premium German EV OEM and CV components for major Indian OEMs. The outlook remains confident, with expected Q4 margins of 12.5-13% and a long-term target of 13-14%.