Aegis Vopak Terminals Limited has informed the Exchange about Investor Presentation
AEGISVOPAK · price
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Aegis Vopak Terminals (AVTL), a 50.10%-Aegis Logistics and 47.31%-Royal Vopak joint venture, shared its June 2025 investor presentation highlighting it as India's largest third-party tank storage operator with 20 existing tank terminals across 6 ports (Kandla, Haldia, Pipavav, Mangalore, Kochi, JNPA) and total capacity of 1.7 mn cbm liquid storage plus 70,800 MT LPG static capacity. FY25 revenue rose to INR 6,210.8 mn from INR 5,617.6 mn in FY24, while operating EBITDA jumped to INR 4,576.9 mn at a 73.69% margin (up from 70.77%), and PAT surged to INR 1,272.3 mn with a 20.49% margin versus 15.41% in FY24. The company outlined a growth strategy focused on expanding existing terminals, entering new ports, building industrial terminals, and investing in alternative energy storage like ammonia (36,000 MT Pipavav terminal under development). Long-term borrowings stood at INR 23,531 mn and finance costs at INR 1,926 mn in FY25, indicating a capital-intensive model.
The presentation showcases robust margin expansion (EBITDA margin up ~880 bps over two years) and a clear pipeline of capacity additions in LPG, chemicals, and emerging ammonia storage, which is positive for long-term growth visibility. However, high leverage and rising finance costs are a watch-point; near-term stock reaction likely to be muted as the data largely reflects already-reported FY25 financials.