AEGISLOGNSEAegis Logistics LimitedMediumNeutral
Announced Sat, 30 May · 17:05 IST

Aegis Logistics Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapOrder Pipeline DisclosedInvestor Communications View source PDF

AEGISLOG · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+2.9%1-day move
₹745.55
prior close
₹754.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.2+2.2+2.7+3.1+2.9+1.9+1.8+3.1+1.3+7.3+42.7+66.9
Up moveDown movePending
AI summary

Aegis Logistics reported strong FY26 results with Normalized EBITDA of Rs. 1,599 Cr (+36% YoY) and PAT of Rs. 1,107 Cr (+41% YoY). The Gas Division drove overall performance, achieving record EBITDA of Rs. 1,131 Cr with 68% YoY growth, fueled by 45% surge in LPG distribution volume to 754,000 MT. The Liquids Division faced headwinds with EBITDA declining 5% to Rs. 472 Cr. The company expanded its liquidity reserves significantly to Rs. 5,939 Cr and reduced non-current borrowings from Rs. 2,353 Cr to Rs. 347 Cr. Capacity expansion is underway with 61,000 KL at Mumbai Port and first phase at JNPA expected in H1 FY27. The company introduced 'Project GATI' as its growth framework covering greenfield, brownfield, M&A, new energy, and big ticket projects.

Likely market impact

Strong earnings growth with robust margin expansion and significant deleveraging signals financial health. However, the Liquids Division's declining profitability may raise concerns. The capacity expansion pipeline and Project GATI strategy indicate long-term growth intent.