| Revenue growth | FY26 growth of 23% YoY; Q4 revenue surged 52%. |
|---|---|
| Margins | Distribution margins hit record INR 7,000/ton; sustainable due to procurement efficiencies. |
| Demand visibility | Strong; south India structurally starved of gas; high utilization in Mumbai. |
| Management confidence | High; described FY26 as a 'breakout year' with strong momentum. |
Growth
FY26 Revenue up 23% to INR 8,333cr; EBITDA up 36% to INR 1,599cr; PAT up 41% to INR 1,107cr.
Outlook
Guided $1.2B capex by FY27 and $5B by 2030. Targeting 2M ton gas distribution volume by FY28.
Risks
Supply chain disruptions from Middle East; volatility in global energy prices; regulatory approvals for new port developments.
Last quarter's promises, checked
Delivered
- Guided 25% EBITDA growth → delivered 36% (= BEAT)
- Guided 15-year take-or-pay contract by year-end → delivered 15-year agreement (= BEAT)
- Guided $1.2B capex by FY27 → delivered on track with $1.2B target (= BEAT)
Partly delivered
- Guided KGPL pipeline by June 2026 → delivered on track but pending finalization (= PARTIAL)
Earnings Call filed with BSE, NSE: AEGISLOG. Summary written with AI assistance from the document.
Aegis Logistics Ltd: key numbers
- Share price
- ₹1,460.20
- Market cap
- ₹51,253 Cr
- Revenue (annual)
- ₹8,333 Cr
- Net profit (annual)
- ₹898.1 Cr
- P/E (TTM)
- 41.0×Sector 18.5×
- 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 Credit Rating
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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