ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | 19.2% YoY growth in Q1 FY27. |
|---|---|
| Margins | Pressure on EBITDA margins due to freight and fuel costs. |
| Demand visibility | Strong bauxite demand driven by new Chinese refineries. |
| Management confidence | Confident in achieving 15 million ton bauxite target by FY28. |
Growth
Revenue grew 19.2% YoY; Guinea bauxite/iron ore contributed 84% of turnover. EBITDA remained flat YoY due to input cost headwinds.
Outlook
Targeting 15 million tons bauxite volume by FY28. Planned capex of INR 200 crores for Indian value-added mineral projects.
Risks
High ocean freight volatility, geopolitical uncertainty, and five-fold increase in sulphuric acid prices impacting bleaching clay margins.
Last quarter's promises, checked
Delivered
- Guided 10-12MT bauxite FY27 -> delivered 2.34MT Q1 run-rate (= BEAT)
- Guided India EBITDA stability -> delivered 11.7% margin (= BEAT)
Partly delivered
- Guided INR 150cr India capex -> delivered INR 200cr plan (= PARTIAL)
Missed
- Guided Guinea revenue $700m FY27 -> delivered Q1 run-rate ~$600m (= MISS)
Investor Presentation 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