Long-term volume target of 15 million tons by FY28
Management reiterated confidence in achieving 15 million tons bauxite export volume from Guinea by FY28, with linear ramp-up from ~3 million tons in FY25.
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Ashapura Minechem · forward-looking guidance across the available source record.
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What management said would happen.
growth
Q4 FY26 expected to be a record quarter for Guinea exports
Management expects Q4 FY26 to be a record quarter for Guinea bauxite exports, though exact numbers not provided.
FY27 volume target implied at 11-12 million tons
Management indicated FY27 volume would be roughly halfway between current year and 15 million tons, implying 11-12 million tons.
Bauxite price floor at ~$52/ton
Management stated that below $52/ton bauxite price, they would need to reconsider production viability, implying a floor.
FY27 bauxite export volume target of 10-12 million tons
Management expects to export 10-12 million tons in FY27, up from 8 million tons in FY26, subject to freight availability and Guinea's quota system.
Guinea revenue guidance of at least $700 million for FY27
Management guided for Guinea revenue of at least $700 million in FY27, based on 10-12 million tons at current prices.
India business capex of ~₹150 crore over next year
Planned capex of approximately ₹150 crore across India divisions to upgrade plants and add new products.
Port capacity expansion to 27 million tons by FY28
Boffa port expansion to ~10 million tons near completion; GSM port expansion to add 50-60% capacity by FY27-28.