Alicon Castalloy Ltd Q4 FY26 Results & Concall Highlights: Order Book ₹7,600 Cr

Q4 FY26 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 15 Jul 2026 | Auto Components | Market Cap: ₹1.2K Cr

Alicon expects a revenue growth of about 8-10% for FY27. - Current order book of ₹7,600 crore executable over six years provides strong medium-to-long term visibility. - The company aims to double topline within five years based on existing and upcoming orders. - New capacities and expansion (₹90 crore capex) are being established to meet growing demand, especially from large customers and new business. - Focus on increasing domestic business and reviving exports in European and U.S. Alicon projects 8%-10% revenue growth in FY27, excluding aluminum price volatility impacts.

From Alicon Castalloy Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

₹741

Market Cap

₹1.2K Cr

P/E Ratio

31.8

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Alicon Castalloy Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹495 Cr, net profit ₹8 Cr.

Full financials →

📊 Revenue & Sales Performance

→Alicon expects a revenue growth of about 8-10% for FY27.
→Current order book of ₹7,600 crore executable over six years provides strong medium-to-long term visibility.
→The company aims to double topline within five years based on existing and upcoming orders.
→New capacities and expansion (₹90 crore capex) are being established to meet growing demand, especially from large customers and new business.
→Focus on increasing domestic business and reviving exports in European and U.S. markets.
→Anticipates strong volume growth from two-wheelers, passenger vehicles, and commercial vehicles, supported by new parts and business wins.
→New launches (like Daimler orders) and complex parts addition will enhance growth.
→Investment in technological upgrades and automation expected to improve margin and efficient growth.
→Management cautious but confident in achieving steady growth amid macro volatility.

📈 Profitability & Margins

→Alicon projects 8%-10% revenue growth in FY27, excluding aluminum price volatility impacts.
→EBITDA margins expected to improve by around 1% to 1.5%, targeting 12.5%-13% for the year.
→Long-term growth driven by healthy domestic demand, increased order book (~₹7,600 crore over six years), and new customer wins including global accounts.
→Capex of around ₹140 crore planned for increasing capacity, automation, and new plant setup to support future growth.
→Focus on strengthening internal efficiencies, operational excellence, and improving return ratios.
→Management remains cautious due to macroeconomic volatility but aims for disciplined execution and margin expansion.
→No significant one-off costs expected going forward, cleaning up balance sheet done, supporting improved profitability.
→Expect gradual margin enhancement and top-line growth as new businesses scale in coming years.

See what Alicon Castalloy Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

→Alicon Castalloy plans around ₹140 crore of capex for FY27.
→Approximately ₹50 crore is allocated for maintenance capex.
→Remaining ₹90 crore is for new projects and capacity expansion, including a new manufacturing plant.
→Focus areas include increasing die casting capacities, enhancing machining abilities, and automation.
→Substantial investment planned in automation and cybersecurity to build a scalable, future-ready organization.
→New capex aims to meet rising demand from Indian and global customers and address capacity constraints.
→Targeted asset turnover from new business investments is between 2.5x to 3x.
→Capex execution is strategic to support expected higher order inflows and topline growth over the coming years.

💰 Fundraising & Capital Structure

→For the planned ₹140 crore capex in FY27, Alicon Castalloy Limited intends to fund it through internal accruals; no immediate plans to take on new debt were mentioned.
→Currently, the company has a small amount of cash on the balance sheet but does not plan to raise debt for this capex.
→No mention of any upcoming equity fundraising in the call transcript.
→The management remains focused on disciplined execution and prudent capital allocation without indicating new external fundraising initiatives.

See what Alicon Castalloy Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

→Alicon Castalloy Limited’s executable order book as of March 31, FY26 stands at approximately ₹7,600 crore.
→This order book is executable over a period of 6 years, from FY25-26 to FY30-31.
→The order book includes both domestic and global orders, including those from major customers like JLR (customer-specific amounts not disclosed due to contractual obligations).
→The current order book reflects a revalidation after removing non-materialized or delayed customer programs.
→The company is in active negotiations for new orders, particularly in European and U.S. markets, indicating potential additions in FY27 and FY28.
→Existing orders, such as a Daimler order started in FY26 Q3/Q4, contribute significantly with peak sales expected around ₹80-90 crore yearly.
→The order book supports a projected revenue growth trajectory, with internal discussions suggesting topline doubling in the next five years based on current orders.

Key Metrics

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Frequently Asked Questions

What were Alicon Castalloy Ltd Q4 FY26 results?

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 plans around ₹140 crore of capex for FY27.

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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.