Aegis Logistics Limited has informed the Exchange about Investor Presentation
AEGISLOG · price
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Aegis Logistics posted Q1 FY26 consolidated revenue of Rs. 1,719 Cr (+7% YoY), normalised EBITDA of Rs. 256 Cr (+2% YoY), and PAT of Rs. 175 Cr (+11% YoY). The Liquids Division clocked its highest-ever Q1 revenue, while the Gas Division recorded its highest-ever Q1 EBITDA, supported by strong LPG logistics and distribution volumes (+15% and +13% YoY). Key milestone: subsidiary Aegis Vopak Terminals (AVTL) listed on exchanges on June 2, 2025, raising Rs. 2,800 Cr, of which proceeds were used to repay bank borrowings and fund the Mangalore cryogenic LPG terminal acquisition. The company announced new capex including a 36k MT ammonia terminal at Pipavav, a Phase 2 expansion at JNPA (77k MT LPG, 318k cbm liquid), and an additional 94k cbm liquid terminal at Kandla. For FY25, PAT grew 17% to Rs. 788 Cr with EPS of Rs. 18.90; the board declared a Rs. 2.00 per share interim dividend for FY26.
Positive for shareholders — consistent profit growth, successful AVTL listing that strengthens the balance sheet, and visible capex pipeline point to sustained expansion. New terminal announcements and strong LPG volume growth reinforce the long-term growth story, though heavy capex commitments will be a key thing to watch for execution and returns.