Logotype for Alicon Castalloy Limited

Alicon Castalloy (531147) investor relations material

Alicon Castalloy Q1 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Alicon Castalloy Limited
Q1 25/26 earnings summary8 Aug, 2025

Executive summary

  • Senior leadership expanded with new COO and head of defense, aerospace, and railway vertical, aiming to drive growth and operational capabilities.

  • Q1 FY26 total income declined 5% year-over-year and 2% sequentially due to weak export and domestic demand, but operational resilience was maintained through cost optimization and new business wins.

  • Management highlighted resilience amid macroeconomic volatility, tariff uncertainty, and raw material shortages, with a focus on diversification and operational agility.

  • Unaudited standalone and consolidated financial results for Q1 FY2025-26 approved, with board review and auditor's limited review confirming no material misstatements.

  • Final dividend of Rs.3 per equity share (60%) recommended for FY2024-25.

Financial highlights

  • Q1 FY26 consolidated revenue at Rs. 41,794.58 lakhs, down 5% YoY; standalone revenue up YoY to Rs. 38,832.37 lakhs.

  • Gross margin at 45.9%, down year-over-year due to aluminum price increases and sales mix changes.

  • EBITDA at Rs. 49.9 crore (11.9% margin), up sequentially but down 14% YoY; PAT at Rs. 9.31 crore, down 51% YoY.

  • Exceptional item of Rs. 256.63 lakhs (Rs. 2.5 crore) recognized for a US legal settlement, impacting net profit.

  • CapEx deployment of Rs. 30 crore in the quarter; annual CapEx target remains Rs. 165–170 crore.

Outlook and guidance

  • Revenue and margin guidance revised downward due to global and domestic headwinds; final impact to be assessed as tariff and demand clarity emerges.

  • CapEx plans unchanged, with continued strategic investments to support future growth and margin improvement.

  • Organization is positioned as "future ready" to capitalize on opportunities in carbon-neutral technologies, vehicle scrappage policy, and higher fuel efficiency.

  • Order book stands at Rs. 9,100 crore through FY29, with 48% domestic and 52% export; 51% from passenger vehicles, 30% commercial vehicles, 12% two-wheelers, and 4% other segments.

  • Management expects further volume ramp-up in coming quarters, especially in PV and CV segments, with margin improvement anticipated as new products scale.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Alicon Castalloy earnings date

Logotype for Alicon Castalloy Limited
Q2 25/2615 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Alicon Castalloy earnings date

Logotype for Alicon Castalloy Limited
Q2 25/2615 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Alicon Castalloy Limited is an Indian automotive components manufacturer specializing in aluminum castings. The company produces engine and structural components for passenger vehicles, commercial vehicles, and two-wheelers. It serves original equipment manufacturers and industrial clients in domestic and international markets. It is headquartered in Pune, India, and its shares are listed on the BSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage