ALFA Finder| Revenue guidance | 10.0% → 13.5% Raised by 3.5 percentage points |
|---|---|
| Management target | Revenue 13.5% FY27 |
| Revenue growth | 37% YoY consolidated growth, 17.5% volume-led excluding inflation. |
|---|---|
| Margins | Consolidated margins at 9.5% pressured by European business softness. |
| Order book | Executable order book of 8,450 Cr over next six years. |
| Demand visibility | Strong domestic CV/PV demand; European operations in transition phase. |
| Management confidence | Balanced; cautious on European recovery but bullish on Indian CV/PV. |
Growth
Revenue grew 37% YoY; organic volume growth was a healthy 17.5% after neutralizing material inflation.
Outlook
Guided 12-15% volume growth for FY27 and 100 bps margin expansion target.
Risks
High exposure to European program cycles and reliance on OEM price pass-through timing lags create margin volatility.
Last quarter's promises, checked
Delivered
- Guided 8-10% revenue growth → delivered 37% (= BEAT)
- Guided 130-150 Cr FY27 capex → delivered 150 Cr plan (= BEAT)
- Guided JLR program launch → delivered supplies started (= BEAT)
Partly delivered
- Guided 7,600 Cr order book → delivered 8,450 Cr (= BEAT on value, but includes re-indexed inflation)
Missed
- Guided 1.5% margin expansion → delivered 9.5% vs 11.4% FY26 (= MISS)
Earnings Call Transcript filed with BSE, NSE: ALICON. Summary written with AI assistance from the document.
Alicon Castalloy Ltd: key numbers
- Share price
- ₹976.15
- Market cap
- ₹1,602 Cr
- Revenue (annual)
- ₹1,776 Cr
- Net profit (annual)
- ₹34.44 Cr
- P/E (TTM)
- 39.8×Sector 33.1×
- Promoter holding
- 53.79%+0.00% QoQ
- FII holding
- 0.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Alicon Castalloy Ltd
All →Alicon Castalloy Q2 FY27 Results: Net Profit ₹17.6 Cr, Up 26.6% YoY
Alicon Castalloy Ltd reported revenue from operations of ₹649.8 Cr (+51.2% YoY) and net profit of ₹17.6 Cr (+26.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹17.6 Cr · +26.6% YoY
Alicon Castalloy Board Meeting Date
Alicon Castalloy's board meets November 12, 2026 to consider Q2 unaudited results. The agenda is proposed; no decisions have been taken yet.
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Alicon Castalloy Other Announcement
Alicon Castalloy Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Alicon Castalloy Price Movement Clarification
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Alicon Castalloy Annual General Meeting
Alicon Castalloy Limited concluded its 36th Annual General Meeting on September 28, 2026. Shareholders approved the FY26 financial statements and a final dividend of Rs. 3 per share.