| Revenue growth | Q2 revenue ₹2,213 Cr, down from ₹2,294 Cr; H1 +14%. |
|---|---|
| Margins | Liquids EBITDA margin 78%; ABTL H1 margin 77.7%, up ~297bps. |
| Demand visibility | Distribution volumes +25% Q2; ammonia supply gap ~3Mt by 2029 (CRISIL). |
| Management confidence | Overly optimistic; repeatedly deflected TriStar synergy questions as constrained. |
Growth
Q2 revenue fell ~3.5% YoY to ₹2,213 Cr; EBITDA +32%, margin-led. Distribution volume +25% YoY.
Outlook
Targets ~$5bn aggregate capex through 2031, gearing ≤0.6x, ₹6,400 Cr cash on hand; TriStar closing expected Q4 FY27.
Risks
Q2 revenue decline; $809M TriStar deal pending approvals with unquantified synergies; ABTL PAT down ~4% YoY on higher finance costs.
Last quarter's promises, checked
Delivered
- Guided distribution volume growth ~50% (closer to 50%) → H1 +54% (= BEAT)
Partly delivered
- Guided ₹7,000+/t distribution margin → ₹7,000/t, cost-driven (= PARTIAL)
- Guided ~$5bn capex to FY31, gearing ~0.6x → reiterated, no deployment data (= PARTIAL)
Missed
- Guided distribution growth closer to 50% → Q2 +25% (= MISS)
Earnings Call Transcript filed with NSE, NSE: AEGISLOG. Summary written with AI assistance from the document.
Aegis Logistics Ltd: key numbers
- Share price
- ₹1,193.30
- Market cap
- ₹41,885 Cr
- Revenue (annual)
- ₹8,333 Cr
- Net profit (annual)
- ₹898.1 Cr
- P/E (TTM)
- 31.4×Sector 18.2×
- Promoter holding
- 58.10%+0.00% QoQ
- FII holding
- 19.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Aegis Logistics Ltd reported revenue from operations of ₹2,213 Cr (-3.5% YoY) and net profit of ₹320.5 Cr (+31.4% YoY) for Q2 FY27.
- Key figure
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