Investor Presentation

Casting the Future 13th August,2026 To To The Manager The Manager The Department of Corporate Services The Listing Department BSE Limited National Stock Exchange of India Limited Floor 25, P. J. Towers, Exchange Plaza, Bandra Kurla Complex, Dalai Street, Mumbai — 400 001 Bandra (East), Mumbai — 400 051 Scrip Code: 531147 Scrip Symbol: ALICON Dear Sir/ Madam, Sub: Earnings Presentation on Q1 F.Y. 2026-27 Pursuant to the SEBI (listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached a copy of the presentation on the financials for the quarter ended 30th June, 2026. This is for your information and records. Thanking you, Yours faithfully, For ALICON CASTALLOY LIMITED VIMAL GUPTA CHIEF FINANCIAL OFFICER Alicon Castalloy Limited, Gat No. 1426, Shikrapur, T: +91 21 3767 7100 www.alicongroup.co.in Tal. Shirur, Dist: Pune – 412 208, Maharashtra – India F: +91 21 3767 7130 CIN: L99999PN1990PLC059487 Alicon Castalloy Ltd Q1 FY27 Results Presentation August 13, 2026 Disclaimer Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "plan", "contemplate", seek to", "future", "objective", "goal", "likely", "project", "should", "potential", "will pursue", and similar expressions of such expressions may constitute "forward-looking statements“. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include but are not limited to our ability to successfully implement our strategy, our growth and expansion plans, obtain regulatory approvals, our provisioning policies, technological changes, investment and business income, cash flow projections, our exposure to market risks as well as other risks. The Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date thereof. About Alicon Q1 FY27 Highlights Concall Details Contents Alicon Castalloy - Overview Offers end-to-end solutions spanning the entire spectrum of aluminum casting needs across multiple user industries Pioneer in India Operates one of Offers - Design, Leaders in the Diversified Robust track for processes of the largest Engineering, development of marquee record of 56 Low Pressure Die Aluminum Casting, Pro-Cast and Customer base years, further Casting (LPDC) foundries in Machining and Magma space across core enriched by 89 and Gravity Die India Assembly, in India sectors in India year legacy of Casting (GDC) Painting and coupled with Illichmann Surface steady rise in Castalloy Treatment of International Aluminum presence Components Alicon Castalloy - At a Glance 1,784 cr 203 cr 92 4 Total Income in EBITDA in customers with Manufacturing Units FY26 FY26 809 Live Parts 36 18 941 No. of product countries of presence No. of permanent innovations FY26 Employees – Q1 FY27 Alicon Castalloy – Blending the best attributes Enkei Corporation Alicon Castalloy Leading Japanese motorcycle Largest Foundry in India – and passenger car offering frugal engineering A blend of wheel solutions European manufacturer 56 years of track record engineering 70+ years of experience 235+ skills, Years of Japanese Cumulative quality and Experience inherent Indian Illichmann Castalloy Atlas Castalloy ingenuity and frugality European subsidiary - improving Support in Engineering, Tool Alicon’s presence in US and Design and manufacturing European markets 20+ years of experience 89+ years of proven global track record One-stop shop for all engineering solutions related to aluminum alloy castings Prototype Design & Manufacturing Catering to key sectors of the Indian economy Tool Design & Simulation Tool Manufacturing Automobile Energy Fixture Design & Manufacturing Infrastructure Agriculture Casting Manufacturing VA/VE Suggestions Defense Aerospace Machining & Sub-Assembly Medical Carbon Neutral Painting Global Presence : Close-to-Demand Strategic locations enable shorter time-to-market and enhanced cost optimization 4 modern plants (1 international) High-end machines Slovakia Advanced Technology Centre Austria Binola Pune Globally competent Tool Rooms (20 tools/month) Full-edged Machine Shop (including assembly facility) Chinchwad, Pune Shikrapur, Pune Austria Slovakia Maharashtra, India Maharashtra, India Binola, Haryana, India • International Marketing Office • Manufacturing Plant • Manufacturing Plant • Manufacturing Plant • Manufacturing Plant • Tool Room • Tool Room & Technology Centre • Product Validation Lab • Product Validation Lab • Product Validation Lab • Product Validation Lab • Machine Shop • Machine Shop • Machine Shop Diversified base of marquee customers Diversity across markets and industries provides a natural hedge Not reliant on a single ‘anchor’ customer TWO & THREE- WHEELER OEMs Image result for garrett advancing motion logo TIER 1 & NON-AUTO FOUR-WHEELER OEMs About Alicon Q1 FY27 Highlights Concall Details Contents Q1 FY27 – Operational Resilience Sustainable Cost-optimisation New Business Wins • Lower fixed expenses • In Q1 FY27, the Company has booked 8 new parts from 5 customers • Lean and Agile manufacturing processes • This includes 2 parts in the 2W segment, 2 parts in the CV segment, 3 parts in Non-Auto, and 1 part • Focus on reducing overheads in PV, through Illichman Castalloy • Program to reduce interest cost • 6 parts are for domestic business while 2 parts are • Plan to diversify energy mix towards export. Manufacturing processes Future Ready • Manufacturing facilities operated at utilization Alicon, as an organization is Future Ready to tap levels of around 80% opportunities arising from: • After witnessing weakness in Q3FY25, the • Preference for Carbon Neutral tech such as Company has delivered an improved hybrid, EV, fuel cells and hydrogen cells performance in the last five successive quarters. • Staggered introduction of vehicle scrappage This is despite the challenging macro-economic policy environment and cautious outlook of international • Thrust on higher fuel efficiency customers owing to tariff uncertainty and supply chain disruption. • Cost-optimisation & light-weighting of products Q1 FY27: Overview of Operating Environment Business & Macro-demand Highlights: • In Q1 FY27, the Global Auto Industry witnessed X% degrowth in production volumes on a YoY basis. • The Indian automobile industry entered FY27 on a strong footing, with broad-based growth across key vehicle segments supported by healthy domestic demand, easing financing costs, new model launches and continued consumer preference for premium vehicles. The quarter also witnessed record domestic sales across Passenger Vehicles, Commercial Vehicles and Three-Wheelers, while exports across major vehicle categories reached all-time highs for a first quarter, reflecting improving demand across international markets. • During Q1 FY27, the Indian automobile industry reported strong production growth of 19.4% year-on-year across key vehicle segments: • 21.0% growth in Two-Wheeler (2W) segment • 19.5% growth in Commercial Vehicle (CV) segment • 11.3% growth in Passenger Vehicle (PV) segment • The Two-Wheeler (2W) segment delivered its strongest-ever first-quarter performance, driven by sustained demand for scooters, improving affordability, better financing availability and continued recovery in both urban and rural demand. Export demand also remained robust during the quarter. • The Commercial Vehicle (CV) segment registered its highest-ever first-quarter sales, supported by replacement demand, increased infrastructure activity, improving freight movement and healthy demand from the construction and mining sectors. Exports also witnes [Showing first 8,000 characters — download PDF for full document]