Alicon Castalloy Q3 FY26 Revenue up 10% to ₹430 Crore; Order Book at ₹9,100 Crore
Alicon Castalloy reported Q3 FY26 revenue of ₹430 crore, up 10% YoY. EBITDA increased 34% to ₹47.2 crore, and PAT rose 322% to ₹3.3 crore. The company secured new orders, maintaining an unexecuted order book of approximately ₹9,100 crore by FY29. Capex for 9MFY26 was ₹92 crore.
The announcement details quarterly financial results, including revenue and profit growth, and provides an update on the order book. While positive, the impact is moderate as it reflects routine financial reporting and order updates rather than a major strategic shift or transformative event.
The company reported year-on-year revenue growth, significant profit after tax increase, and a strong order book, indicating positive financial performance and future prospects despite some operational challenges.
Alicon Castalloy Limited announced its financial results for the third quarter and nine months ended December 31, 2025 (Q3 FY26). The company reported a revenue of ₹430 crore for Q3 FY26, a 10% year-on-year increase from ₹393 crore in Q3 FY25. This marks the fourth consecutive quarter of sequential revenue growth.
The company's performance was impacted by several factors, including a cybersecurity incident affecting a UK-based OEM customer, demand headwinds for its US commercial vehicle customer, and customer-specific issues in European operations. Despite these challenges, the underlying top-line performance, adjusted for non-recurring issues, was stronger.
Gross margin improved by 138 basis points year-on-year to 47.2%. EBITDA increased by 34% year-on-year to ₹47.2 crore. Profit after tax for Q3 FY26 stood at ₹3.3 crore, a 322% year-on-year increase from ₹0.8 crore in Q3 FY25.
For the nine months ended FY26, total income was ₹1,278 crore with EBITDA of ₹153 crore. Capital expenditure during Q3 FY26 amounted to ₹28 crore, taking the cumulative capex for the nine months to ₹92 crore. The company remains on track to achieve full-year capex in the range of ₹125 crore to ₹130 crore.
Alicon Castalloy secured new orders for four parts, three for the Internal Combustion Engine (ICE) business and one for the Carbon-Neutral vertical, across passenger vehicle (PV) and commercial vehicle (CV) segments. The unexecuted order book stands at approximately ₹9,100 crore by FY29.
The company is focusing on higher-value products, automation, and R&D to strengthen its competitiveness. The domestic automotive market showed strength, while global markets are showing early signs of improvement. Progress on India-EU and India-US trade agreements is expected to create more opportunities.
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Alicon Castalloy Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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