Alicon Castalloy Limited — PPTs, 13-05-2026: Investor Presentation

Alicon Castalloy concluded FY26 with strong performance, driven by robust domestic business. Q4 FY26 Total Income hit a record ₹495.4 Cr, up 16% YoY, contributing to a full-year Total Income of ₹1,784.5 Cr (+4% YoY). The Indian auto sector saw solid growth, with 2W volumes up 21% and PV up 11.3% YoY.

The company is strategically focused on future opportunities in carbon-neutral tech like EVs and fuel cells, product light-weighting, and cost optimization. Priorities include value addition, diversification, and expanding customer share.

Recent developments include securing 2 new domestic business parts in Q4. The Board has proposed a dividend of ₹2 per share.

Q4 EBITDA was ₹46.2 Cr (-3% YoY) with a 9.3% margin, while PAT was ₹7.9 Cr (-16% YoY). Full-year FY26 EBITDA reached ₹203.3 Cr (+3% YoY) at an 11.4% margin, and PAT stood at ₹34.4 Cr (-25% YoY), impacted by depreciation and an exceptional item. Free Cash Flow for FY26 was ₹91.5 Cr, a significant increase.

Management anticipates continued momentum in FY27, despite margin pressures from aluminum prices and inflation. They highlight the strong domestic auto market and evolving trade partnerships as key drivers for demand visibility.