AIA Engineering Limited has informed the Exchange about Transcript of Conference Call held between the Company and Investors on Wednesday, August 13, 2025 to discuss the Unaudited Financial Results and performance of the Company for the Quarter ended 30th June, 2025.
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AIA Engineering reported Q1 FY26 revenue of ₹1,026 crores with sales volume of 60,156 tons (flat YoY, down from 68,000 tons in Q4 FY25). PAT rose to ₹305 crores from ₹259 crores a year ago, aided by strong treasury income of ₹88 crores and a favorable product mix. Reported EBITDA margin of 40.46% was inflated by other income, with management pegging sustainable operating margin at 23–24%. Management guided to a near-flat volume year for FY26 with growth expected from FY27, driven by mining conversions and a new combined mill liner and grinding media solution. The company holds net cash of ₹4,083 crores and is investing in renewable power (rising from 38 MW to 100 MW) and evaluating plants in China and Ghana, though overseas expansion is delayed by land and approval issues. A positive development was Brazil reducing its countervailing duty on AIA products from 6.5% to 2.9% and discontinuing the antidumping duty.
Investors should temper expectations on near-term volume growth (likely flat FY26) and note that current-quarter margins are not sustainable, with normalization expected. Positive triggers include strong cash position, Brazil duty reduction, and upcoming mining conversion wins, but US tariff exposure (50% sectoral duty) and delays in overseas expansion add uncertainty.