Alicon Castalloy Ltd — earnings calls

Alicon Castalloy reported Q1 FY27 total income of Rs. 579 crore, up 37% year-on-year, with EBITDA margin of 9.5% versus 11.4% a year earlier, as input cost inflation pressured profitability despite strong volume growth. Management said underlying growth, adjusted for aluminium price effects, was approximately 17.5% on a consolidated basis and 22% on a stand-alone basis. The company also outlined a new Rs. 125 crore investment in a leased Shikrapur facility and cited an executable order book of approximately Rs. 8,450 crore over six years.

Alicon Castalloy reported Q4 FY26 revenue of Rs 495 crore, up 16% year-on-year, its highest ever quarterly revenue, while EBITDA declined 3% year-on-year to Rs 46 crore on higher aluminum costs and one-time expenses. For the full year, total income rose about 4% to roughly Rs 1,784 crore with EBITDA up 3% to about Rs 203 crore, while profit after tax fell to Rs 24 crore from Rs 46 crore in FY25. Management discussed a revalidated executable order book of approximately Rs 7,600 crore over six years, capex plans of Rs 130-150 crore for FY27, and guided to modest revenue growth with a step-up in EBITDA margin for the coming year.