ALFA Finder| Margins | Operating margins guided at 20-22%; gross margins consistent at 60-61%. |
|---|---|
| Order book | Chile high-chrome order contributing 3,000-4,000 tons per quarter. |
| Demand visibility | Strong potential in LatAm mining market estimated at 1-1.5 million tons. |
| Management confidence | High on long-term solution-led strategy despite iterative trial phases. |
Growth
Sales reached INR 1,153 crores on 64,644 tons; EBITDA was INR 44 crores and INR 24 crores mentioned as operating EBITDA.
Outlook
Capex guidance increased to INR 350-400 crores for FY27, including new corporate headquarters and potential expansion land.
Risks
Elevated shipping costs, Red Sea disruptions, and iterative, long-duration mining trials in Latin America create near-term volatility.
Last quarter's promises, checked
Delivered
- Guided realization ~INR 165/kg → delivered INR 178/kg (= BEAT)
- Guided renewable power ~60-65% → delivered 60-65% dependency (= BEAT)
- Guided India maintenance capex INR 60-100Cr → delivered INR 130Cr total capex (= BEAT)
Partly delivered
- Guided 70-75% capacity utilization → delivered 55% utilization (= PARTIAL)
Missed
- Guided sustainable realization INR 165/kg → delivered INR 178/kg (Realization volatility = MISS)
- Guided Brazil volumes 6,000-8,000 tons → delivered 'needs to scale up' (= MISS)
Investor Presentation filed with BSE, NSE: AIAENG. Summary written with AI assistance from the document.
AIA Engineering Ltd: key numbers
- Share price
- ₹3,190.10
- Market cap
- ₹29,770 Cr
- Revenue (annual)
- ₹4,420 Cr
- Net profit (annual)
- ₹1,270 Cr
- P/E (TTM)
- 24.0×Sector 51.9×
- Promoter holding
- 58.50%+0.00% QoQ
- FII holding
- 16.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from AIA Engineering Ltd
All →AIA Engineering Investor Presentation: Key Takeaways
Q2 FY27 sales Rs1,093 Cr (+6.2% YoY), PAT Rs250 Cr (-10.0% YoY), EBITDA margin 32.5% (vs 37.8%). No explicit guidance; order book Rs1,071 Cr.
AIA Engineering Q2 FY27 Results: Net Profit ₹249.4 Cr, Down 10.1% YoY
AIA Engineering Ltd reported revenue from operations of ₹1,113 Cr (+6.2% YoY) and net profit of ₹249.4 Cr (-10.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹249.4 Cr · -10.1% YoY
AIA Engineering Credit Rating
CRISIL reaffirmed AIA Engineering's bank-facility ratings at Crisil AA+/Stable long-term and Crisil A1+ short-term. The reaffirmation covers total bank loan facilities of 860 Crore.
AIA Engineering Board Meeting Date
AIA Engineering will hold a board meeting on November 3, 2026 to consider unaudited financial results for the quarter and half year ended September 30, 2026. The letter is a prior intimation under Regulation 29.
AIA Engineering Other Announcement
AIA Engineering Limited received ESG ratings from CRISIL ESG Ratings & Analytics Limited. The company was assigned a 'CRISIL ESG 60' and 'CRISIL Core ESG 63' rating.
AIA Engineering Management Change
AIA Engineering shareholders approved the re-appointment of Mr. Bhadresh Kantilal Shah as Managing Director for a five-year term, effective October 1, 2026.