Pursuant to Regulation 30 and 46(2)(oa) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we submit herewith the Transcript of Conference Call held between ....
AIAENG · price
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AIA Engineering reported record Q4 results with 70,000 tons sales (INR1,251 crores) and full year 258,000 tons (INR4,355 crores), flat YoY. EBITDA reached all-time high at INR502 crores for Q4 and INR1,744 crores for FY26, aided by INR65 crore currency benefit from rupee depreciation. The company announced a breakthrough win: successful implementation of its new generation discharge system solution at a large South American mine, with immediate follow-on order for a second mine. Management claims AIA is the only company globally offering this ball mill solution providing 15%+ throughput improvement and power reduction. Sustainable realization guidance is INR165/kg. The company holds INR4,300 crore net cash. No specific volume guidance was provided for FY27 despite the successful trial.
The successful trial represents a potential long-term growth catalyst as AIA shifts from product supplier to solution provider in mining. However, investors should note management declined to provide volume or margin guidance for FY27, citing the early stage of solution adoption. Operating margins may compress from 28-29% to 24-26% as grinding media volumes grow.