ALFA Finder| Revenue growth | 91% YoY in FY26; 105% YoY in Q4 FY26. |
|---|---|
| Margins | Temporary Q4 margin compression due to freight/fuel; recovery expected post-Q1. |
| Demand visibility | Strong despite geopolitical unrest; secured good customers. |
| Management confidence | High; described FY26 as the 'best year' in company history. |
Growth
FY26 consolidated revenue jumped 91% YoY; EBITDA rose from ₹445cr to ₹674cr; PBT grew from ₹305cr to ₹450cr.
Outlook
Targeting 10-12MT bauxite exports in FY27, aiming for 15-20MT medium-term; ₹150cr Indian capex for value-added products.
Risks
Geopolitical unrest impacting fuel and freight costs; Guinean bauxite export quotas; potential price corrections in bauxite markets.
Last quarter's promises, checked
Delivered
- Guided 1.39MT Q3 volume → delivered 8MT FY26 (= BEAT)
- Guided EBITDA margin improvement → delivered 14.9% Q3 vs 13.9% Q2 (= BEAT)
- Guided Guinea revenue contribution ~76% → delivered 80% FY26 (= BEAT)
Partly delivered
- Guided 15MT long-term volume target → delivered 8MT FY26 (= PARTIAL)
Missed
- Guided Q3 volume expectations → delivered 'slightly below' 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