Alicon Castalloy Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
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
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.
🏗️ 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.
📋 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?
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.
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.