Aegis Logistics Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.
AEGISLOG · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Aegis Logistics reported its Q1 FY26 results on August 7, 2025, with a clean (unmodified) limited review report from auditor C N K & Associates LLP. On a standalone basis, revenue from operations rose about 14% year-on-year to ₹83,661 lakh, but profit after tax fell sharply by around 58% to ₹6,918 lakh (vs ₹16,541 lakh in Q1 FY25), pulling basic EPS down to ₹1.97 from ₹4.71. On a consolidated basis, the picture was steadier: revenue grew about 7% to ₹171,941 lakh, profit after tax rose roughly 11% to ₹17,536 lakh, and EPS was nearly flat at ₹3.74. The big gap between standalone and consolidated is driven by subsidiaries, most notably Aegis Vopak Terminals Limited, which successfully completed a ₹2,800 crore IPO on June 2, 2025 (issue price ₹235/share); Aegis Logistics' stake in AVTL was diluted from 50.10% to 44.71%, but AVTL continues to be consolidated as a subsidiary. The Board also declared an interim dividend of 200% (₹2 per share) for FY26.
Shareholders saw mixed signals: strong topline growth and a major value-unlocking event via the AVTL IPO, but a steep standalone profit decline and a roughly unchanged consolidated EPS suggest margin pressure at the parent level. The IPO proceeds and dividend payout are positive for shareholder cash returns, but the sharp standalone PAT drop and continued consolidation costs (finance and depreciation up) may weigh on near-term sentiment until synergies from AVTL's listing show up in earnings.