ALFA Finder| Revenue growth | Q2 Revenue up 57% YoY; H1 up 75% to ₹2,308 Cr. |
|---|---|
| Margins | H1 EBITDA margin improved to 13.9% from 11.8% YoY. |
| Order book | 2026 production volumes fully committed; Guinea-led growth visibility. |
| Demand visibility | Strong, stable demand from China as domestic bauxite reserves deplete. |
| Management confidence | High confidence in logistics and long-term volume scaling in Guinea. |
Growth
H1 Revenue rose 75% YoY to ₹2,308 Cr. Guinea volumes doubled to 1.33 million tons this quarter.
Outlook
Targeting 15 million metric tons volume in Guinea by FY28. Guinea port expansion to 27MMT by Q2FY27.
Risks
Heavy dependence on Guinea (70% revenue); sensitivity to bauxite price indexing and ocean freight volatility.
Last quarter's promises, checked
Delivered
- Guided record Q4 Guinea exports → delivered record quarter (BEAT)
- Guided 1.33MMT Guinea volume → delivered 1.39MMT (BEAT)
- Guided 13.9% EBITDA margin → delivered 14.9% (BEAT)
Partly delivered
- Guided iron ore trials → trials progressed well but volume projection delayed to Q4 (PARTIAL)
Missed
- Guided Q3 volume targets → delivered below expectations 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