| Revenue growth | H1 revenue up 75% YoY to ₹2,308 crore, volume-led. |
|---|---|
| Margins | EBITDA margins improved to 13.9% from 11.8% YoY. |
| Demand visibility | Strong bauxite demand from China; pricing supported by stable aluminum. |
| Management confidence | High, focusing on infrastructure and long-term volume scaling. |
Growth
H1 revenue grew 75% YoY to ₹2,308 crore; Guinea bauxite volumes reached 3.38 million metric tons.
Outlook
Targeting 15 million metric tons of bauxite in Guinea by FY28; iron ore trial production started.
Risks
Exposure to volatile bauxite prices and reliance on Guinea's regulatory and logistics environment remain key triggers.
Last quarter's promises, checked
Delivered
- Guided 15M tons long-term bauxite target → reiterated confidence (= BEAT)
- Guided EBITDA margin improvement → delivered 14.9% vs 13.9% QoQ (= BEAT)
- Guided iron ore trial progress → delivered stabilized quality/established supply (= BEAT)
Partly delivered
- Guided bauxite price stability → delivered $60/ton (moderated from $70) (= PARTIAL)
Missed
- Guided Q3 volume expectations → delivered 1.39M tons (missed due to monsoon) (= MISS)
Earnings Call filed with NSE, NSE: ASHAPURMIN. Summary written with AI assistance from the document.
Ashapura Minechem Ltd: key numbers
- Share price
- ₹506.50
- Market cap
- ₹4,838 Cr
- Revenue (annual)
- ₹5,237 Cr
- Net profit (annual)
- ₹401.4 Cr
- P/E (TTM)
- 11.9×Sector 19.0×
- Promoter holding
- 48.03%+0.00% QoQ
- FII holding
- 19.22%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ashapura Minechem Ltd
All →Ashapura Minechem Legal & Regulatory
Ashapura Minechem received a penalty order of Rs. 0.06 Crore from the Geology and Mining Department for alleged violation of state mining transport rules.
- Value
- ₹0.06 Cr
- From
- Geology and Mining Department
Ashapura Minechem Promoter Buying (Off-Market)
Ashapura Minechem's promoter family trusts acquired shares via gift for succession planning. This off-market transfer is a family arrangement with no monetary consideration involved.
Ashapura Minechem Capital Structure Change
Eriska Investment Fund Ltd increased its stake in Ashapura Minechem Ltd to 7.29% through market purchases. This disclosure confirms a substantial acquisition of equity shares.
Ashapura Minechem Other Announcement
Ashapura Minechem Limited sent a letter to shareholders with unregistered email addresses, providing a web-link to access the Annual Report for FY 2025-26.
Ashapura Minechem Promoter Buying (Off-Market)
Himani Ankur Shah Family Trust, a promoter group entity, acquired 66,96,379 shares of Ashapura Minechem via an off-market transaction for succession planning.
- Promoter stake change
- +7.01%
Ashapura Minechem Promoter Selling (Off-Market)
Dina Chetan Shah, a promoter of Ashapura Minechem Limited, disposed of 66,96,379 shares (7.01% stake) via an off-market transfer for succession planning.