Alicon Castalloy Ltd
Alicon Castalloy Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY ’26 revenue guidance revised to Rs. FY '26 revenue guidance is Rs.
From Alicon Castalloy Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY ’26 revenue guidance revised to Rs. 1,900 - 1,950 crore, representing 12-14% growth, down from earlier Rs. 2,200 crore guidance due to global headwinds and export issues.
- Growth driven by ramp-up in European and Japanese OEM orders, with top four customers (two Japanese and two European OEMs) expected to drive volume and revenue growth.
- Sales growth from new order wins expected to contribute around 5% in FY ’26; remaining growth to come from natural expansion of existing platforms.
- Capacity utilization anticipated to reach around 80% next year due to recent CAPEX investments.
- EV segment revenue share increased from 12% (FY ’24) to 19% (FY ’25) and expected to continue growing.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Alicon Castalloy Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY25 CAPEX was approximately Rs. 165-170 crore, the largest in two decades, focused on machinery upgrades and new product development for ICE and EV platforms.
- FY26 CAPEX guidance is around Rs. 170 crore, continuing capability building and supporting business expansion.
- Investments are for critical, customer-specific projects involving bigger and advanced machines, particularly for strategic customers like JLR, Daimler, and PSA.
- Investments are aimed at developing large volume, high-value products such as the eAxle for JLR.
- CAPEX supports ramp-up and capacity expansion, targeting around 80% utilization in FY26 and FY27.
- Some CAPEX is directed towards automations and maintenance improvements.
2 more points management made on capital expenditure plans
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
- Current order book stands around Rs. 9,000 crore, to be executed up to FY 2028-29.
- Order book includes significant contributions from passenger vehicle (50%) and commercial vehicle (32%), totaling approx. 82% from four-wheelers.
- New orders received in FY '24-'25 will fetch revenue of around Rs. 1,600 crore over the next 5 years.
- New order wins are consistent and healthy, though some EV orders were reduced due to customer guidelines.
- Strategic customers include two Japanese OEMs and two European OEMs, who are key growth drivers.
2 more points management made on order book & pipeline
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 Castalloy Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Alicon Castalloy Ltd Q4 FY25 results?
FY ’26 revenue guidance revised to Rs. FY '26 revenue guidance is 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?
FY25 CAPEX was approximately Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.