Ashapura Minechem Limited — Investor Meet, 24-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ashapura Minechem reported Q1 FY27 revenue up 19.2% to INR 1,616 Cr, with EBITDA stable at INR 188.9 Cr, despite higher fuel and freight costs impacting margins. Bauxite volumes were 2.34 million tons, with EBITDA per ton at $6.3. Port capacities are expanding to ~23 million tons, and a bauxite washing plant is operational. Management targets 15 million tons by FY28 and expects a Guinea bauxite quota system soon, which could improve prices and freight. India's business focuses on value-added products with a INR 200 Cr capex. Outlook remains positive for medium-to-long term, prioritizing profitability amid current market volatility.