ALFA Finder| 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
- ₹414.35
- Market cap
- ₹3,958 Cr
- Revenue (annual)
- ₹5,237 Cr
- Net profit (annual)
- ₹401.4 Cr
- P/E (TTM)
- 10.9×Sector 17.1×
- Promoter holding
- 48.09%+0.06% QoQ
- FII holding
- 19.19%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 Q2 FY27 Results: Net Profit ₹69.7 Cr, Down 34.2% YoY
Ashapura Minechem Ltd reported revenue from operations of ₹1,063 Cr (+11.6% YoY) and net profit of ₹69.7 Cr (-34.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹69.7 Cr · -34.2% YoY
Ashapura Minechem Board Meeting Date
Ashapura Minechem will hold its board on 5 Nov 2026 to consider Q3 FY27 unaudited results and other business. No decisions or figures are reported in this advance intimation.
Ashapura Minechem Other Announcement
Ashapura Minechem filed the quarterly certificate under SEBI Regulation 74(5) for the period ended September 30, 2026, as received from its RTA.
Ashapura Minechem Management Change
Ashapura Minechem Limited announced the tenure completion of Mr. Chetan Shah, a Non-Executive Non-Independent Director, effective September 29, 2026.
Ashapura Minechem Annual General Meeting
Ashapura Minechem Limited held its 45th Annual General Meeting on September 29, 2026. Shareholders transacted routine business, including adopting financial statements and declaring a final dividend.
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