Alicon Castalloy Ltd (NSE:ALICON)

Q4 2025 Alicon Castalloy Ltd Earnings Call Transcript

May 14, 2025 / 06:00 AM GMT

Release Date Price: ₹734.45 (+6.10%)

Transcript

Key Points

Positve

Alicon Castalloy Ltd (BOM:531147) reported a strong rebound in Q4 with revenues growing 8% sequentially, returning to a quarterly run rate of over 400 crores.
The company achieved a 10% year-on-year revenue growth for the financial year, reaching 1,720 crores despite a volatile macroeconomic environment.
Gross margin improved to 47.5% in Q4, up from 45.8% in Q3, driven by a higher share of passenger vehicle components and increased volumes from advanced production lines.
The EBITDA margin improved significantly, rising from 8.9% in Q3 to 11.2% in Q4, reflecting gains in gross margin and better utilization of new production lines.
Alicon Castalloy Ltd (BOM:531147) has a strong order book of 9,000 crores, with a focus on high-margin products and a strategic shift towards passenger vehicles and EV components.

Negative

The company faced ongoing challenges in export markets and softness in the commercial segment, which impacted potential revenue growth.
A provision of approximately INR 40 crores was made for receivables written off due to the insolvency of a European customer, affecting reported EBITDA.
The company missed its initial revenue target of 1,800 crores for FY25, largely due to a sharp slowdown in key export markets and a decline in commercial vehicle volumes.
Alicon Castalloy Ltd (BOM:531147) has revised its revenue guidance for FY26 to 1,900-1,950 crores, down from an earlier target of 2,200 crores, due to macroeconomic volatility and geopolitical uncertainties.
The company anticipates challenges from US tariffs and potential recession impacts, which could deter customer decisions and commitments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALIO.NS - Alicon Castalloy Ltd
Q4 2025 Alicon Castalloy Ltd Earnings Call
May 14, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Alicorn Castle Oil Limited earnings conference call.

As a reminder, all participant lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing, then 0 on your touchstone telephone.

Please note that this conference is being recorded.

I now have the conference over to Mr. Mayan Vasswani from CDR India.

Thank you and over to you.

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Unidentified_2 [2]
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