Aegis Logistics Q1 FY27 earnings call transcript filed
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Aegis Logistics filed the transcript of its Q1 FY27 earnings call held on August 14, 2026. The company reported a record quarter with PAT of INR545 crores (up 212% year-on-year), normalized EBITDA of INR727 crores (up 184%), revenue of INR2,357 crores (up 37%), and EPS of INR13.80. The Gas division posted EBITDA of INR591 crores, up 296% year-on-year. Management guided that distribution margin of INR7,000-plus per ton is sustainable, up from about INR4,000 historically. Ammonia terminal commissioned at Pipavav with ITOCHU acquiring 10 percent stake and aiming for 25 percent. Capex pipeline of about 5 billion US dollars is outlined through FY31.
Record quarterly performance with upgraded sustainable margin guidance and a large multi-year capex pipeline signals strong long-term growth outlook.