May 23, 2025 Continued muted performance US remains uncertain due to tariffs. In 2025, US contributed 8-10% of AIA’s volumes. So far there is no impact on volumes. Tariff increases are being born by the customers. Clear picture will emerge in couple of quarters. Management continues to be hopeful about major conversions in Chile and … Read more
April 29, 2024 Going forward the performance is expected to improve due to industry dynamics. Surplus funds with the Company no plan to distribute it the shareholders will be used to fund organic and inorganic growth + a buffer against volatile WC requirements As always was a very good call with management’s focused control over … Read more
February 7, 2025 Muted Q3 performance mainly because of muted revenue growth. Margins continue to improve despite company spending more and more towards future growth. Q4 is expected to see a significant dip in margins due to some expected increase in expenses especially for the US market. Revenue growth should be somewhat better though. Given … Read more