Ashapura Minechem Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Ashapura Minechem reported consolidated revenue of Rs 5,237 crores for FY26, up 91% year-on-year, with EBITDA of Rs 674 crores and PBT before exceptional items of Rs 450 crores. The Guinea bauxite business exported about 8 million tons during the year against 3.5 million tons in the previous year, and management described a sharp sequential decline in EBITDA per ton in Q4 due to higher fuel, freight and duty costs. Management discussed an upcoming Guinean government bauxite quota system, ongoing port capacity expansion, and progress on an iron ore asset and bauxite washing plant, while flagging near-term margin pressure expected to persist into the first quarter of FY27.