| Revenue growth | 37% YoY to ₹2,357Cr |
|---|---|
| Margins | Distribution margins sustainable at ₹7,000+ per ton due to procurement efficiency |
| Demand visibility | Strong across industrial segments; 15-year take-or-pay agreement signed |
| Management confidence | High; cited record quarter and robust demand trajectory |
Growth
Revenue rose 37% YoY to ₹2,357Cr; PAT surged 212% to ₹545Cr. Gas EBITDA up 296% YoY.
Outlook
Cumulative FY27 capex targeted at $1.2B. Long-term pipeline of $5B identified through FY31. Guided 25%+ CAGR.
Risks
Geopolitical tensions in Middle East causing supply chain disruptions and volatility in the LPG industry.
Last quarter's promises, checked
Delivered
- Guided sustainable margins of ₹7,000/ton → delivered ₹7,000+ (= BEAT)
- Guided FY27 commissioning for JNPT liquid phase 1 → delivered on track (= BEAT)
- Guided 25% CAGR growth target → delivered 212% PAT growth (= BEAT)
Partly delivered
- Guided $1.2B cumulative capex by FY27 → delivered on track (= PARTIAL)
Investor Presentation 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
All →Aegis Logistics Merger & Restructuring
Aegis Logistics incorporated a new step-down subsidiary, Aegis Logistics International Pte Ltd, in Singapore. The new entity, a wholly-owned subsidiary, has not yet commenced operations.
Aegis Logistics Board Meeting Date
Aegis Logistics will hold a board meeting on September 28, 2026, to discuss proposals for raising funds.
Aegis Logistics Other Announcement
Aegis Logistics disclosed an independent ESG rating score of 61 assigned by Niche99. The company did not engage the rating provider; it acted on public data.
Aegis Logistics Credit Rating
Aegis Logistics Ltd disclosed that India Ratings & Research affirmed its credit ratings at IND AA/Positive for long-term and IND A1+ for short-term bank loan facilities.
Aegis Logistics Other Announcement
CRISIL ESG Ratings & Analytics has independently assigned Aegis Logistics an ESG score of 58. This rating was based on public data without company engagement.
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