| Revenue growth | 12.4% YoY overall; 31% in liquid terminaling segment. |
|---|---|
| Margins | EBITDA margin stable at 76.7% due to operating leverage. |
| Demand visibility | Strong industrial LPG demand and new 15-year take-or-pay agreements. |
| Management confidence | High; confident in $5B capex plan and 25% volume growth. |
Growth
Revenue grew 12.4% YoY to INR 233.8 Cr; Operating EBITDA rose 15.6% to INR 179.4 Cr.
Outlook
Management aims for at least 25% annual volume growth. Guided $5 billion total capex through 2030-31.
Risks
Geopolitical tensions affecting Middle East LPG shipping routes; potential for lumpy capex spending timing.
Last quarter's promises, checked
Delivered
- Guided Pipavav ammonia terminal in H1 FY27 → Commissioned in Q1 FY27 (= BEAT)
- Guided 30-40% liquid segment growth → Delivered 31% (= DELIVERED)
- Guided USD 1.2B capex by FY27 → On track with INR 10,000 Cr gross block target (= DELIVERED)
Partly delivered
- Guided JNPT Phase 1 operational in Q1 FY27 → Still in commissioning phase (= PARTIAL)
Missed
- Guided 30-40% overall throughput growth → Delivered 12.4% revenue growth (= MISS)
- Guided gas terminaling growth → Delivered 3.5% revenue decline (= MISS)
Earnings Call Transcript filed with BSE, NSE: AEGISVOPAK. Summary written with AI assistance from the document.
Aegis Vopak Terminals Ltd: key numbers
- Share price
- ₹294.00
- Market cap
- ₹32,575 Cr
- Revenue (annual)
- ₹923.1 Cr
- Net profit (annual)
- ₹310.5 Cr
- P/E (TTM)
- 130.2×Sector 28.2×
- 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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