Alicon Castalloy Ltd
Alicon Castalloy Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Alicon Castalloy expects improved momentum in the domestic market to sustain going forward, with Q4 FY26 domestic revenue growth anticipated at 10-12%. - The company has an outstanding order book of around Rs. Alicon Castalloy expects the domestic market momentum to sustain, supported by volume ramp-ups in passenger vehicle and 2-wheeler segments. - Global markets show early signs of improvement, especially with progress on trade agreements with the EU and the U.S., expected to boost order inflows from FY '27 onwards. - The outstanding order book stands around Rs.
From Alicon Castalloy Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Alicon Castalloy expects improved momentum in the domestic market to sustain going forward, with Q4 FY26 domestic revenue growth anticipated at 10-12%.
- The company has an outstanding order book of around Rs. 8,500-9,000 crore to be executed by FY29, supporting revenue ramp-up to an exit run rate of approximately Rs. 3,500 crore by FY29.
- New product introductions and tie-ups with OEMs, especially in EV and carbon-neutral segments, are expected to add Rs. 300-350 crore in new orders by FY29.
- Growth in export markets, particularly to the EU and U.S., is expected to accelerate from FY27 following progress in trade agreements.
- Increased utilization of existing capacities with a focus on higher-value complex parts and adoption of technology and automation is expected to support sustainable revenue growth.
- The company aims to grow turnover from Rs. 400 crore to Rs. 500 crore in the near term and sustain this upward trajectory through order execution and diversification.
Profitability & Margins
See what Alicon Castalloy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Alicon Castalloy is continuing investments in new machinery, tooling, and automation aligned with its technology and capacity expansion roadmap.
- Capital expenditure during Q3 FY26 was Rs. 28 crore; cumulative capex for 9 months is Rs. 92 crore.
- Full-year capex is expected in the range of Rs. 125 crore to Rs. 130 crore, focused on automation, capacity enhancement, and readiness for upcoming programs.
- The company is hiring senior-level technical and management personnel to support execution of new order books.
- Investments in R&D, digital process controls, and productivity initiatives are ongoing to strengthen long-term competitiveness and margin resilience.
- Strategic emphasis includes adding higher-value products and deepening presence in passenger vehicle and commercial vehicle segments.
- Alicon is also exploring diversification into defense and railway sectors (DAR vertical), though revenue impact is expected over a longer term.
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Alicon Castalloy Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Alicon Castalloy has an outstanding order book of around Rs. 8,500 crore to be executed by FY '29.
- The total order book was approximately Rs. 9,100 crore as per recent updates.
- Around Rs. 850 crore to Rs. 900 crore has already been utilized from this order book till Q3 FY26.
- New orders worth Rs. 300 crore to Rs. 350 crore are expected to be added till FY '29.
- The order book is expected to grow from FY '27 onward, especially post resolution of India-U.S. trade tariff issues.
- The company anticipates maintaining or increasing the order book to Rs. 8,500 - Rs. 9,000 crore in FY '27 and FY '28.
- The execution of these orders is expected to help achieve an exit revenue of about Rs. 3,500 crore by FY '29.
Alicon Castalloy Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹495 Cr, net profit ₹8 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Alicon Cast.'s management said in earlier quarters
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Frequently Asked Questions
What were Alicon Castalloy Ltd Q3 FY26 results?
Alicon Castalloy expects improved momentum in the domestic market to sustain going forward, with Q4 FY26 domestic revenue growth anticipated at 10-12%. - The company has an outstanding order book of around Rs. Alicon Castalloy expects the domestic market momentum to sustain, supported by volume ramp-ups in passenger vehicle and 2-wheeler segments. - Global markets show early signs of improvement, especially with progress on trade agreements with the EU and the U.S., expected to boost order inflows from FY '27 onwards. - The outstanding order book stands around Rs.
What is Alicon Castalloy Ltd share price analysis?
Alicon Castalloy Ltd currently shows a neutral. The stock trades at a P/E of 31.8 with a market cap of ₹1,181 Cr. Investors should review the full earnings analysis for detailed insights.
Is Alicon Castalloy Ltd planning capital expenditure?
Alicon Castalloy is continuing investments in new machinery, tooling, and automation aligned with its technology and capacity expansion roadmap. - Capital expenditure during Q3 FY26 was Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.