Alicon Castalloy Q3 FY26: Revenue up 10% YoY to ₹431 Cr, EBITDA grows 34% YoY
Alicon Castalloy reported Q3 FY26 revenue of ₹431 crore, up 10% YoY. EBITDA increased 34% YoY to ₹47.2 crore with margins at 10.9%. For 9M FY26, revenue was ₹1,278.4 crore, down 2% YoY. The company secured 4 new parts in Q3 FY26 and is preparing for future growth opportunities in carbon-neutral technologies.
The year-on-year revenue and EBITDA growth in Q3 FY26 are positive indicators. However, the slight decrease in 9M FY26 revenue and PAT, along with ongoing global headwinds, moderate the overall impact.
The company reported a 10% YoY increase in revenue and a significant 34% YoY increase in EBITDA for Q3 FY26, along with improved margins, indicating a positive operational performance despite some challenges.
Alicon Castalloy Limited announced its financial results for the third quarter and nine months ended December 31, 2025. The company reported a consolidated revenue of ₹431 crore for Q3 FY26, marking a 10% year-on-year increase. This growth was driven by positive trends in the domestic business, although global operations faced headwinds.
The company's EBITDA for Q3 FY26 stood at ₹47.2 crore, a significant 34% increase year-on-year, with the EBITDA margin improving to 10.9% from 8.9% in the previous year. Profit Before Tax (PBT) and Profit After Tax (PAT) also saw substantial YoY improvements due to a lower base in Q3 FY25. However, on a quarter-on-quarter basis, PBT and PAT were lower due to the impact of lower gross margin, a one-time charge for the implementation of New Labour Codes, and costs incurred due to management transition.
For the nine months ended December 31, 2025 (9M FY26), total income was ₹1,278.4 crore, a 2% decrease year-on-year. This was attributed to one-time business in the prior period, supply-side constraints for semiconductors and rare-earth materials, and muted trends in the CV business in the USA. EBITDA for 9M FY26 was ₹152.5 crore, a 2% increase year-on-year, with a margin of 11.9%. PAT for 9M FY26 was ₹26.6 crore, a decrease of 27% YoY, impacted by higher depreciation and the one-time implementation of New Labour Codes.
Alicon Castalloy also reported booking 4 new parts from 4 customers in Q3 FY26, including 3 parts for ICE business and 1 for CN business, with 1 part for global business and 3 for domestic customers. The company highlighted its future readiness for opportunities in carbon-neutral technologies, vehicle scrappage policy, higher fuel efficiency, and cost optimization. Manufacturing facilities operated at around 75% utilization levels, showing improved performance over the last three successive quarters despite a challenging macro-economic environment.
The company has scheduled its Q3 & 9M FY26 Earnings Conference Call for 11:30 am IST on Monday, February 16, 2026.
What to do with a filing like this
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.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Alicon Castalloy Limited. Read the original for the full detail.