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Ashapura Minechem Limited Q4 FY26 earnings call summary

NSE: ASHAPURMIN · BSE: 527001

Earnings call of 4 Jun 2026, summarised by AI from the filing.

Ashapura Minechem FY26 revenue ₹5,237 cr (+91%), EBITDA ₹674 cr; guides FY27 Guinea volume 10-12 million tons and at least $700 million turnover.

Key takeaways

  1. Growth driver Guinea bauxite volume growth and quota system expected to improve net bauxite prices.
  2. Key risk Geopolitical unrest and elevated fuel prices may keep Q1 FY27 margins under pressure.

Original filing on BSE

Ashapura Minechem Limited Q1 FY27 results

As filed: Revenue ₹1,616 cr (+19% year on year), EBITDA ₹181 cr (0% year on year), PAT ₹108 cr (−5% year on year), EBITDA margin 11.2% (−220 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,969 cr (+255% year on year), EBITDA ₹128 cr (+51% year on year), PAT ₹121 cr (+53% year on year), EBITDA margin 6.5% (−881 bps). Score 74 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin fell 881 bps year on year. Other income 58% of PBT. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit rose ₹41.6 cr on a year ago, more than the ₹12.0 cr it added the year before. Share price after the results: +2.6% in 28 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹960 cr (+11% year on year), EBITDA ₹114 cr (−15% year on year), PAT ₹76.0 cr (−30% year on year), EBITDA margin 11.9% (−358 bps). Score 16 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 358 bps year on year. Other income 35% of PBT. Tax rate 11%. Profit fell 28% from last quarter. Share price after the results: −23.4% in 29 days (Nifty 500: −4.0%).
  • Q2 FY26: Revenue ₹953 cr (+58% year on year), EBITDA ₹131 cr (+102% year on year), PAT ₹106 cr (+147% year on year), EBITDA margin 13.8% (+298 bps). Score 72 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was well above it. EBITDA margin rose 298 bps year on year. Tax rate -35%. Revenue fell 30% from last quarter. Share price after the results: +16.8% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹1,356 cr (+90% year on year), EBITDA ₹182 cr (+109% year on year), PAT ₹114 cr (+90% year on year), EBITDA margin 13.4% (+124 bps). Score 80 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 124 bps year on year. Tax rate 14%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +8.9% in 30 days (Nifty 500: +2.4%).
  • Q4 FY25: Revenue ₹555 cr (+26% year on year), EBITDA ₹85.0 cr (+77% year on year), PAT ₹79.0 cr (+18% year on year), EBITDA margin 15.3% (+441 bps). Score 42 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin rose 441 bps year on year. Other income 68% of PBT. Tax rate 7%. Consolidated profit +18% but standalone -71%. Revenue fell 36% from last quarter. Share price after the results: +2.0% in 28 days (Nifty 500: +3.6%).
  • Q3 FY25: Revenue ₹865 cr (+21% year on year), EBITDA ₹134 cr (+135% year on year), PAT ₹108 cr (+100% year on year), EBITDA margin 15.5% (+750 bps). Score 70 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 750 bps year on year. Tax rate 11%. Consolidated profit +100% but standalone -30%. Profit rose ₹54.0 cr on a year ago, more than the ₹25.0 cr it added the year before.
  • Q2 FY25: Revenue ₹604 cr (+9% year on year), EBITDA ₹65.0 cr (+117% year on year), PAT ₹43.0 cr (−26% year on year), EBITDA margin 10.8% (+535 bps). Score 56 of 100, In line with trend. EBITDA margin rose 535 bps year on year. Tax rate -26%. Not enough history for a trend yet: scored on growth alone. Revenue fell 15% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Ashapura Minechem Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.