ALICONNSEAlicon Castalloy Limited· Auto AncillariesHighNeutral
Announced Fri, 13 Feb · 20:24 IST

Alicon Castalloy Limited has informed the Exchange regarding a press release dated February 13, 2026, titled "Press Release".

Pat Growth 25pctEbitda Margin ExpansionEbitda Margin CompressionExceptional ItemResults View source PDF

ALICON · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Alicon Castalloy reported Q3 FY26 revenue of Rs 430.8 crore, up 10% year-on-year but nearly flat (+0.4%) versus Q2 FY26. EBITDA rose 34% YoY to Rs 47.17 crore, though it fell 15% from the previous quarter due to a change in product mix, input cost volatility, and management transition costs. Profit after tax jumped 322% YoY to Rs 3.3 crore, but declined 76% sequentially, partly hit by a one-time impact from the implementation of new labour codes. For the nine-month period, revenue slipped 2% YoY to Rs 1,278.4 crore on weak international business and muted CV parts demand in the US, while PAT fell 27% to Rs 26.6 crore. Management cited China-linked rare earth magnet and semiconductor restrictions as ongoing headwinds, while flagging improving India-EU and India-US trade ties as a positive for global markets.

Likely market impact

The strong YoY profit rebound is largely a low-base effect and the sharp sequential drop in EBITDA and PAT signals margin pressure and one-time costs biting into near-term earnings. For shareholders, the stock may see mixed reaction — resilient YoY growth is offset by QoQ weakness and continued global headwinds, though management's outlook for Q4 improvement could provide some support.