Ashapura Minechem Q1 FY27: revenue up 19.2%, margins under pressure
ASHAPURMIN · price
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Ashapura Minechem posted Q1 FY27 (Jun 2026) results. Consolidated income from operations rose 19.2% YoY to Rs 1,616.1 cr. But EBITDA was nearly flat at Rs 188.9 cr versus Rs 187.7 cr, as fuel, marine logistics and input costs rose from geopolitical tensions, compressing margins. PBT dipped 1.4% to Rs 130 cr; PAT fell to Rs 108.3 cr from Rs 113.9 cr. Standalone revenue declined to Rs 106 cr. Guinea bauxite volumes rose QoQ to 2.34 MMT. Boffa port capacity expanded to 8 MMT pa. Auditor limited review was clean.
Topline growth strong but margins compressed; management calls cost spike temporary. Watch for margin recovery in coming quarters.