| 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
- ₹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.