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Ashapura Minechem Limited Q2 FY26 earnings call summary

NSE: ASHAPURMIN · BSE: 527001

Earnings call of 21 Nov 2025, summarised by AI from the filing.

15 million metric tons bauxite export target for FY27-FY28 reiterated; EBITDA to improve from here.

Key takeaways

  1. Guidance 15 million metric tons bauxite export target for FY27-FY28 reiterated; EBITDA to improve from here.
  2. Driver Guinea bauxite exports doubled to 1.33 million tons in Q2 on better logistics and port infrastructure.
  3. Risk A 10% fall in bauxite prices would negatively impact margins.

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.