Investor Presentation- Q4FY26 is attached
AEGISVOPAK · price
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Aegis Vopak Terminals reported strong Q4FY26 results with revenue of Rs. 2,435 Mn (+22% YoY), EBITDA of Rs. 1,792 Mn (+24% YoY), and PAT of Rs. 739 Mn (+15% YoY). For full FY26, revenue grew 17% to Rs. 9,231 Mn, EBITDA rose 19% to Rs. 6,865 Mn, and PAT surged 52% to Rs. 3,419 Mn. EBITDA margins expanded to 74.4% and PAT margins improved to 37.0%. Key developments include commissioning of new LPG terminals at Mangalore and Pipavav, signing two 15-year take-or-pay agreements, acquiring 75% stake in HALPG for East Coast entry, raising INR 1,690 Cr via NCDs, and starting JNPA expansion with Rs. 1,675 Cr capex. The company announced India's first independent ammonia terminal at Pipavav (Q1 FY27) and signed MoUs with L&T for ammonia terminals and for investing ~Rs. 20,000 Cr in Vadhavan Port.
Strong operational performance with margin expansion and multi-year growth visibility from long-term contracts, capex pipeline, and strategic acquisitions positions the company favorably for continued shareholder value creation.