Alkane Resources Q2 Net Margin Step Up Reinforces Bullish Earnings Narratives

Simply Wall St.

Feb 14

Alkane Resources (ASX:ALK) has put up a punchy Q2 2026 scorecard, with revenue of A$256.7 million and Basic EPS of A$0.0496, backed by trailing twelve month revenue of A$544.8 million and EPS of A$...

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlkane Resources Q2 Net Margin Step Up Reinforces Bullish Earnings Narratives\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 05:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/materials/asx-alk/alkane-resources-shares/news/alkane-resources-q2-net-margin-step-up-reinforces-bullish-ea><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alkane Resources (ASX:ALK) has put up a punchy Q2 2026 scorecard, with revenue of A$256.7 million and Basic EPS of A$0.0496, backed by trailing twelve month revenue of A$544.8 million and EPS of A$...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-alk/alkane-resources-shares/news/alkane-resources-q2-net-margin-step-up-reinforces-bullish-ea\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BLSX","symbol_name":"Tradr 2X Long BLSH Daily ETF","start_time":0,"source_url":"https://simplywall.st/stocks/au/materials/asx-alk/alkane-resources-shares/news/alkane-resources-q2-net-margin-step-up-reinforces-bullish-ea","article_id":"2611191988","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2053000-choice2-main-header/1585186554136"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/materials/asx-alk/alkane-resources-shares/news/alkane-resources-q2-net-margin-step-up-reinforces-bullish-ea","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611191988","pubTimestamp":1771017823,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Alkane Resources (ASX:ALK) has put up a punchy Q2 2026 scorecard, with revenue of A$256.7 million and Basic EPS of A$0.0496, backed by trailing twelve month revenue of A$544.8 million and EPS of A$0.0929 that reflect a very large uplift in earnings over the past year. The company has seen revenue climb from A$59.2 million in Q2 2025 to A$256.7 million in Q2 2026, while quarterly EPS moved from A$0.0032 to A$0.0496. This sets up a story where expanding earnings and a higher net profit margin...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BLSX":"Tradr 2X Long BLSH Daily ETF","BLSG":"2倍做多BLSH ETF-Leverage Shares","ALK.AU":"ALKANE RESOURCES LTD","BK7104":"黄金","BK7506":"金矿股","BK4112":"金融交易所和数据"},"translate_title":"烷烃资源第二季度净利润上升强化了看涨的盈利叙述","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLSX":0.6,"BLSG":0.6,"ALK.AU":1.98},"content_text":"Alkane Resources (ASX:ALK) has put up a punchy Q2 2026 scorecard, with revenue of A$256.7 million and Basic EPS of A$0.0496, backed by trailing twelve month revenue of A$544.8 million and EPS of A$0.0929 that reflect a very large uplift in earnings over the past year. The company has seen revenue climb from A$59.2 million in Q2 2025 to A$256.7 million in Q2 2026, while quarterly EPS moved from A$0.0032 to A$0.0496. This sets up a story where expanding earnings and a higher net profit margin frame this result as a margin driven update that investors will focus on closely. See our full analysis for Alkane Resources. With the headline numbers on the table, the next step is to see how this margin and earnings profile lines up with the widely discussed narratives around Alkane, and where the latest results might push those stories to be rethought. See what the community is saying about Alkane Resources ASX:ALK Earnings & Revenue History as at Feb 2026 AdvertisementMargins Step Up To 15.6%  Over the last 12 months, Alkane’s net profit margin sits at 15.6%, compared with 9% a year earlier, alongside trailing twelve month revenue of A$544.8 million and net income of A$84.8 million. What supports the bullish view is that higher margins are lining up with stronger production plans, although the risks section shows how exposed this is to commodity prices and project delivery.\n     Consensus narrative highlights ramp up of high grade zones and lower all in sustaining costs as key drivers. This fits with margins holding in the mid teens on A$256.7 million of Q2 revenue. At the same time, the risk summary flags that a drop in gold or antimony prices, or higher A$2,600 to A$2,900 per ounce cost outcomes, could squeeze those margins even if production volumes are healthy.    Earnings Growth Outruns Revenue  Trailing twelve month EPS of A$0.0929 sits on trailing revenue of A$544.8 million and net income of A$84.8 million, while reported earnings are described as having grown very strongly year over year compared with more modest revenue growth expectations of about 6.5% per year. Analysts’ consensus view leans bullish on earnings power, and the current numbers give that some backing but also highlight execution risk around heavy growth spending.\n     Consensus assumes revenue of A$823.2 million and earnings of A$516.1 million by around 2029, compared with today’s A$544.8 million and A$84.8 million, which would require a big step up from the recent base. To get to the A$2.04 price target from the current A$1.58 share price, analysts are also building in a move to A$0.29 EPS and a lower 8.3x P/E. The sizeable exploration and growth capex called out in the risks section has to translate into commercially viable ounces for that to hold together.    Mixed Signals On A$1.58 Valuation  At a share price of A$1.58, Alkane trades on a trailing P/E of 25.4x, slightly above the Australian Metals & Mining industry at 24.9x, while a DCF fair value of A$2.19 and a consensus target of A$2.04 both sit above the current price. Bears focus on dilution and insider selling, and the data shows why that sits alongside the more optimistic valuation work.\n     The risk summary notes shareholders were substantially diluted over the past year and analysts expect shares on issue to grow about 7% per year for the next 3 years, which can cap per share upside even if total earnings rise. With the share price below both the DCF fair value of A$2.19 and the A$2.04 target while still carrying a P/E above the industry average, skeptics point to the past dilution and flagged insider selling as reasons to be careful about how much of the growth story is already reflected in today’s A$1.58 price.    On top of these numbers, if you want to see how optimistic investors connect this report to Alkane’s long term story, the bullish case breaks down exactly which projects and margins they are counting on: 🐂 Alkane Resources Bull Case  Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Alkane Resources on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. See the numbers differently? Take a fresh look at the data, shape your own view in a few minutes and turn it into a clear narrative. Do it your way A great starting point for your Alkane Resources research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Explore Alternatives For all the excitement around Alkane’s higher margins and upbeat forecasts, the combination of dilution, insider selling and a P/E above industry levels keeps the risk profile elevated. If that mix of growth ambition and dilution risk feels a bit uncomfortable, you might want to balance your watchlist with 5 resilient stocks with low risk scores that aim to keep potential surprises in check.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}