Analysts/Institutional Investor Meet/Con. Call Updates

Alicon Castalloy reported Q1 FY27 total income of Rs. 579 Cr (+37% YoY) and PAT of Rs. 12 Cr (+23% YoY), with underlying volume growth (ex-inflation) at 17.5%. Management's 'Reset, Refocus, Rebuild' strategy targets 12-15% true revenue growth and 1% EBITDA margin improvement for FY27. The executable order book is Rs. 8,450 Cr (6 years). A Rs. 125 Cr new facility in Shikrapur is expected to add Rs. 500 Cr annual revenue.

Alicon is strategically shifting towards high-value hybrid, EV, and non-automotive segments, enhancing ROCE and operational efficiency.

Management expresses confidence in disciplined, profitable growth.