Ashapura Minechem Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ashapura Minechem reported Q3 FY26 consolidated revenue of INR 960.4 Cr and EBITDA of INR 143 Cr (14.9% margin). Nine-month revenue jumped 50% YoY to INR 3,268 Cr. While Guinea's monsoon hit Q3 volumes, better logistics and lower demurrage boosted margins.

Management sees bauxite prices stabilizing near a floor, expecting a rebound post-Chinese New Year. They are confident in reaching 15 million tons by FY28, projecting a record Q4. Guinea's iron ore trials show promise, and the Indian business remains a strong growth area. Overall sentiment is confident on long-term prospects, focusing on efficiency and diversified growth.