AIA Engineering Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

AIA Engineering reported FY25 sales of 255,000 tons with revenue of INR 4,200 Cr; quarterly revenue stood at INR 1,141 Cr. EBITDA was INR 399.5 Cr (34-35% margin) and PAT at INR 285 Cr this quarter. Despite a 14% YoY revenue dip, profit fell only 6.5%, indicating margin strength. Expansion plans include new plants in China and Ghana to reduce freight times. The U.S. market (~8-10% volume) faces duties around 9.6%, but volumes are stable. Grinding media drives volumes; mill liners grow steadily. Growth outlook is cautious with macro uncertainties; management is focused on long-term global opportunities and expects a breakthrough in Latin America.