AWL Q4 FY26 Guidance vs Delivery (AWL Management Mirror)

Profitability & Margins

Mar'26 Qtr significantly upgraded current year EBITDA per ton guidance to 8,000–11,000, projecting expansion to 9,000–12,000 within two years, while anticipating Q1 price hikes to protect spreads. Sequentially, Sep'25 Qtr initially targeted an INR 3,500/ton run-rate, which slightly improved in Dec'25 Qtr to a sustainable INR 3,600–INR 4,000/ton, before the major upward revision in the latest quarter. [Status: Upgraded]