Aegis Vopak Terminals Limited has informed the Exchange about Investor Presentation
AEGISVOPAK · price
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Aegis Vopak Terminals filed its investor presentation for August 2025, covering business overview, growth strategy, and Q1 FY26 results. The company is India's largest third-party liquid and gas storage tank terminal operator, operating 22 terminals across 6 ports with 1.7 mn cbm liquid capacity and 200.8k MT LPG capacity, plus an upcoming ammonia terminal. Q1 FY26 revenue grew 6.5% YoY to ₹1,640.11 mn, with EBITDA at ₹1,199 mn (73.1% margin) and PAT up 85% YoY to ₹477 mn driven by lower finance costs. For FY25, revenue was ₹6,210.82 mn with PAT of ₹1,272.30 mn and EBITDA margin of 73.7%. Management outlined a multi-year capex plan of $1.2 bn by next year and $5 bn aggregate capex by 2030, funded by internal accruals and debt with a gearing cap of 3.5x EBITDA. Growth strategy includes expanding at existing ports, entering new locations, building industrial terminals, and pursuing inorganic acquisitions.
Strong Q1 PAT growth (85% YoY) on the back of margin expansion and lower interest costs is positive for shareholders. The ambitious $5 bn capex plan through 2030 signals aggressive growth, but the significant debt component (gearing cap of 3.5x EBITDA) means higher finance costs could weigh on future earnings if utilization lags.