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Ashapura Minechem Ltd

Q1 FY27Minerals & Mining

Ashapura Minechem Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹592
Market cap₹5.6K Cr
P/E13.7
Updated26 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned

The short version

Target to achieve or exceed 15 million tons of bauxite exports by FY28. Ashapura aims to achieve or exceed 15 million tons of bauxite production by FY28, targeting nearly USD 1 billion in bauxite sales, translating to around INR 10,000 crores.

From Ashapura Minechem Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

Good growth
  • Target to achieve or exceed 15 million tons of bauxite exports by FY28.
  • Expectation of around USD1 billion in bauxite sales in the next financial year, equivalent to close to INR10,000 crores revenue.
  • India business to grow through value-added products in bentonite, kaolin, and white performance materials, improving profitability medium-term.
  • Quarterly volume growth expected to pick up from Q3 and Q4 after a weak Q2.
  • Full-year bauxite volume target around 10-12 million tons with a possible 10% variance.
  • Port expansions totaling ~23 million tons capacity to support volume growth.

2 more points from Ashapura Minechem Ltd's call on revenue

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Profitability & Margins

See what Ashapura Minechem Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Planned capex close to INR 200 crores across various projects and business verticals in India to support product development and long-term growth.
  • Investment in bauxite washing plant with 20,000 tons per day capacity to enhance resource quality and flexibility; potential expansion possible within one year based on demand.
  • Port capacity expansions underway: Boffa port capacity increased from 5 MT to 8 MT; second port jetty at GSM expected to increase capacity from 6 MT to 10 MT by Q4 FY27, combined port capacity reaching ~23 MT.

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Fundraising & Capital Structure

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Order Book & Pipeline

The transcript provided does not explicitly mention the current or expected order book or pending orders for Ashapura Minechem Limited. However, some relevant insights related to business outlook and demand are: - Guinea bauxite and iron ore business remains the largest contributor with strong turnover and EBITDA. - The company aims to achieve or exceed a target of 15 million tons of bauxite export by FY28. - Port capacities expanded to support volume growth: combined capacity of ~23 million tons. - Bauxite washing plant set up to enhance resource utilization and increase export volumes. - New product developments and customer expansions underway in India segment (Orient Ceratech growing). - Stable to improving demand expected with new refineries in China creating an additional demand of 20-30 million tons.

2 more points from Ashapura Minechem Ltd's call on order book

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Ashapura Minechem Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹960 Cr, net profit ₹76 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Ashapura Minechem Ltd Q1 FY27 results?

Target to achieve or exceed 15 million tons of bauxite exports by FY28. Ashapura aims to achieve or exceed 15 million tons of bauxite production by FY28, targeting nearly USD 1 billion in bauxite sales, translating to around INR 10,000 crores.

What is Ashapura Minechem Ltd share price analysis?

Ashapura Minechem Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 13.7 with a market cap of ₹5,638 Cr. Investors should review the full earnings analysis for detailed insights.

Is Ashapura Minechem Ltd planning capital expenditure?

Planned capex close to INR 200 crores across various projects and business verticals in India to support product development and long-term growth.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.