| Revenue growth | Revenue grew 23% YoY to ₹8,333 crore in FY26. |
|---|---|
| Margins | Distribution margins hit ₹7,000/ton; expected to be sustainable via efficiencies. |
| Demand visibility | Strong, specifically in LPG and the new ammonia terminal segment. |
| Management confidence | Extremely high, emphasized by recurring use of adjectives like 'outstanding'. |
Growth
Revenue grew 23% and PAT surged 41% in FY26. Growth was driven by record LPG throughput and surging distribution volumes.
Outlook
Guided ₹5,000 crore total capex by 2030. Targeted 2 million tonnes of gas distribution volume by FY28.
Risks
Middle East geopolitical instability remains a logistical threat to LPG supply chains. Sharp inventory price volatility could impact short-term margins.
Last quarter's promises, checked
Delivered
- Guided 25% EBITDA margin on new assets → delivered 25%+ (= BEAT)
- Guided VLGC berth operational at Kandla in Q3 → delivered operational (= BEAT)
- Guided 8-10% LPG import growth → delivered 8% YTD (= BEAT)
Partly delivered
- Guided KGPL pipeline by March → delivered June target (= PARTIAL)
Earnings Call filed with BSE, NSE: AEGISLOG. Summary written with AI assistance from the document.
Aegis Logistics Ltd: key numbers
- Share price
- ₹1,395.90
- Market cap
- ₹48,996 Cr
- Revenue (annual)
- ₹8,333 Cr
- Net profit (annual)
- ₹898.1 Cr
- P/E (TTM)
- 39.2×Sector 18.6×
- Promoter holding
- 58.10%+0.00% QoQ
- FII holding
- 19.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aegis Logistics Ltd
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Aegis Logistics Other Announcement
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Aegis Logistics Merger & Restructuring Worth ₹525 Cr
Aegis Logistics Limited is transferring its specialized storage terminal for Ammonia at Pipavav Port to its subsidiary, Aegis Terminal (Pipavav) Limited, for ₹525 Crore.
- Value
- ₹525.0 Cr