Alicon Castalloy Limited — Investor Meet, 16-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Alicon Castalloy reported Q4 FY26 revenue of 495 Cr (+16% YoY) and FY26 revenue of 1,784 Cr (+4% YoY). Q4 EBITDA was 46 Cr (-3% YoY), with FY26 EBITDA at 203 Cr (+3% YoY). PAT for FY26 stood at 24 Cr. The Board approved a dividend of 2 per share.

New CEO Sumit Bhatnagar aims to "Refocus, Reset, Rebuild," targeting 8-10% revenue growth and over 20% EBITDA growth for FY27. Key priorities include capacity expansion with a new manufacturing plant and increased automation (capex 130-150 Cr). The executable order book is 7,600 Cr over six years, signaling strong long-term growth potential. Management acknowledges past delays but is confident in future profitability and market engagement.