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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
25 announcements match the current filters (relevance ≥ 5).
Alicon Castalloy Q3 FY26: EBITDA Grows 34% YoY to ₹47.2 Cr; Domestic Revenue Up 10%
Alicon Castalloy reported a resilient Q3 FY26 with total income rising 10% YoY to ₹430.8 crore, driven by robust 16.4% growth in the Indian automobile industry. EBITDA saw a significant jump of 34% YoY to ₹47.2 crore, with margins expanding by 202 bps to 10.9% as the company recovered from a low base in the previous year. However, 9M FY26 PAT declined by 27% to ₹26.6 crore, weighed down by higher depreciation and a ₹5 crore one-time charge related to the implementation of New Labour Codes. The company continues to diversify, booking 4 new parts in Q3 across ICE and Carbon Neutral segments while maintaining a 75% capacity utilization.
Key Highlights
Q3 FY26 Total Income grew 10% YoY to ₹430.8 crore, though 9M FY26 revenue was down 2% at ₹1,278.4 crore.
EBITDA margins improved to 10.9% in Q3 FY26 from 8.9% in Q3 FY25, signaling operational recovery.
Booked 4 new parts in Q3 FY26, including 1 part for the Carbon Neutral (EV/Hybrid) business and 3 for ICE.
Domestic business remains the primary driver at 81% of revenue, while global operations (19%) face headwinds from supply chain disruptions.
Reported a one-time exceptional expense of ₹5 crore in Q3 FY26 due to the implementation of New Labour Codes.
👀 What to Watch
Investors should focus on the company's margin recovery and its success in winning new business in the EV/Hybrid space. While domestic demand is strong, monitor the global segment for improvements in supply chain constraints and international OEM production schedules.
Alicon Castalloy Q3 FY26 PAT Surges 322% YoY to ₹3.3 Cr; Sequential Performance Weakens
Alicon Castalloy reported a 10% YoY revenue growth to ₹430.8 crore for Q3 FY26, with PAT surging 322% YoY to ₹3.3 crore, though this was against an unusually low base in the prior year. On a sequential basis, the performance was significantly weaker, with PAT dropping 76% QoQ from ₹13.9 crore in Q2 FY26. The company cited management transition costs, input cost volatility, and a one-time impact from the implementation of New Labour Codes as primary reasons for the margin pressure. While domestic demand remains stable, international operations continue to face headwinds from supply chain restrictions in China and muted demand in the US commercial vehicle segment.
Key Highlights
Q3 FY26 Revenue at ₹430.8 crore, up 10% YoY but nearly flat (0.4%) on a QoQ basis.
EBITDA for the quarter stood at ₹47.17 crore, up 34% YoY but down 15% QoQ.
PAT for Q3 FY26 rose 322% YoY to ₹3.3 crore, while 9M FY26 PAT is down 27% YoY at ₹26.6 crore.
Profitability was impacted by one-time costs related to New Labour Codes and management transition expenses.
International business faces challenges due to China's restrictions on rare earth magnets and semiconductors affecting OEM schedules.
👀 What to Watch
Investors should look past the high YoY percentage growth which is due to a low base and focus on the sequential margin contraction and weak 9M performance. Wait for signs of stabilization in international demand and the resolution of one-time cost impacts before increasing exposure.
Alicon Castalloy Q3 Consolidated Revenue Up 9.7% YoY; PAT at ₹3.30 Cr Despite Exceptional Item
Alicon Castalloy reported a consolidated revenue of ₹430.09 crore for the quarter ended December 31, 2025, marking a 9.7% growth over the previous year. Consolidated Net Profit stood at ₹3.30 crore, a significant improvement from ₹0.78 crore in the same period last year. Profitability was notably impacted by a one-time exceptional charge of ₹5.00 crore related to the new Labour Code's impact on employee benefits. On a standalone basis, the company turned around from a loss of ₹1.06 crore to a profit of ₹6.31 crore YoY.
Key Highlights
Consolidated Revenue from Operations increased 9.7% YoY to ₹430.09 crore.
Consolidated Net Profit rose to ₹3.30 crore compared to ₹0.78 crore in the year-ago quarter.
Recorded a one-time exceptional expense of ₹5.00 crore due to changes in wage definitions under new Labour Codes.
Standalone Net Profit showed a strong recovery to ₹6.31 crore from a loss of ₹1.06 crore YoY.
Consolidated EPS improved to ₹2.02 from ₹0.48 in the corresponding quarter of the previous year.
👀 What to Watch
Investors should focus on the underlying operational turnaround and revenue growth, as the current quarter's profit was suppressed by a non-recurring exceptional item. The stock remains a watch for continued margin improvement in the aluminum casting segment.
Alicon Castalloy Board Approves Q3 FY26 Unaudited Financial Results
Alicon Castalloy Limited has announced the approval of its unaudited standalone and consolidated financial results for the quarter ended December 31, 2026. The board meeting concluded with the submission of these results along with a Limited Review Report. Crucially, the auditors have issued an unmodified opinion, indicating that the financial statements are prepared in accordance with standard accounting practices. This announcement fulfills the regulatory requirement for quarterly performance reporting.
Key Highlights
Approval of unaudited standalone and consolidated financial results for the third quarter of FY2026.
Statutory auditors provided a Limited Review Report with an unmodified opinion.
The results cover the three-month and nine-month periods ending December 31, 2026.
Compliance confirmed with SEBI (Listing Obligations and Disclosure Requirements) Regulations.
👀 What to Watch
Investors should examine the detailed financial statements to analyze revenue growth and margin trends. The unmodified audit opinion confirms the reliability of the reported financial data.
Alicon Castalloy Q3 Revenue Up 9.7% YoY; Profit Impacted by ₹5 Cr Exceptional Item
Alicon Castalloy reported a consolidated revenue of ₹430.09 crore for Q3 FY26, marking a 9.7% growth compared to ₹392.10 crore in the same period last year. However, consolidated net profit fell sharply on a sequential basis to ₹3.30 crore from ₹13.89 crore in Q2 FY26. This decline was primarily driven by a ₹5.00 crore exceptional charge related to the implementation of new Labour Code regulations and rising material costs. Despite the quarterly dip, the company showed improvement over the ₹0.78 crore profit recorded in the previous year's corresponding quarter.
Key Highlights
Consolidated Revenue from Operations grew 9.7% YoY to ₹430.09 crore.
Net Profit for the quarter stood at ₹3.30 crore, significantly impacted by a ₹5.00 crore one-time provision for gratuity and absences under new Labour Codes.
Cost of materials consumed rose to ₹242.29 crore compared to ₹198.12 crore in the year-ago quarter.
Finance costs showed a healthy reduction to ₹9.13 crore from ₹10.54 crore YoY.
Consolidated EPS for the quarter declined to ₹2.02 from ₹8.50 in the previous quarter (Q2 FY26).
👀 What to Watch
Investors should look past the one-time exceptional charge but closely monitor the rising raw material costs which are pressuring margins. The steady year-on-year revenue growth and reduction in finance costs are positive indicators of underlying business health.
