| Revenue growth | FY26 +17% YoY; Q4 +22.2% YoY. |
|---|---|
| Margins | Improving operating leverage; liquid terminaling earning INR 3,000 per CBM. |
| Order book | 15-year take-or-pay agreements for petroleum and ammonia terminals. |
| Demand visibility | Strong, following India's rising energy consumption and industrial activity. |
| Management confidence | High, cited multi-year capex acceleration and strategic partner ITOCHU. |
Growth
FY26 Revenue INR 923.1cr (+17% YoY); EBITDA INR 686.5cr (+19.4%); PAT INR 341.9cr (+52.1%).
Outlook
USD 5bn capex pipeline by 2030; targeting 30-40% annual throughput growth and expansion to 12 ports.
Risks
Potential supply chain disruptions (Strait of Hormuz conflict) and Pipavav port lease dependency in 2029.
Last quarter's promises, checked
Delivered
- Commissioning of Pipavav/Mangalore LPG terminals → Fully operational in Q3 (= BEAT)
- JLPL connection by Feb end → On track for Q4 flow (= BEAT)
- Haldia acquisition → Integrated and contributing to Q4 volumes (= BEAT)
Partly delivered
- Kandla-Gorakhpur pipeline by June 2026 → Still in worst-case scenario timeline (= PARTIAL)
Earnings Call filed with BSE, NSE: AEGISVOPAK. Summary written with AI assistance from the document.
Aegis Vopak Terminals Ltd: key numbers
- Share price
- ₹294.25
- Market cap
- ₹32,603 Cr
- Revenue (annual)
- ₹923.1 Cr
- Net profit (annual)
- ₹310.5 Cr
- P/E (TTM)
- 130.3×Sector 27.6×
- Promoter holding
- 86.93%+0.00% QoQ
- FII holding
- 5.35%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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Aegis Vopak Terminals Earnings Call Transcript: Key Takeaways
Aegis Vopak reported a 12.4% YoY revenue increase to INR 233.8 crores for Q1 FY27, driven by 31% growth in liquid terminaling. Strategy focuses on capacity expansion at key ports and entry into ammonia logistics.
- Call
- Guides 25% growth
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