Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2025 is attached.
Awaiting price reaction for this filing.
Aegis Logistics reported strong profit growth for FY25 despite largely flat standalone revenue of ₹2,977 crore (vs ₹2,980 crore in FY24). Standalone profit after tax surged ~28.5% to ₹529 crore (vs ₹412 crore), with EPS rising to ₹15.07 from ₹11.73. Profit before tax jumped ~29.5% to ₹678 crore, driven by lower overall expenses and higher other income. Q4 standalone revenue grew ~26.7% YoY to ₹914 crore, with PAT nearly doubling to ₹226 crore. On a consolidated basis, FY25 revenue declined ~4% to ₹6,764 crore, but PAT grew ~17% to ₹787 crore, with EPS at ₹18.90. The board recommended a final dividend of ₹6 per share (600%) and declared an interim dividend of ₹2 per share for FY26, taking total payouts to ₹8 per share. The company also noted its subsidiary Aegis Vopak Terminals successfully listed on June 2, 2025, after a ₹2,800 crore IPO.
Shareholders benefit from an attractive ₹8 per share total dividend and ~28% standalone PAT growth, though consolidated revenue declined modestly. The subsidiary's successful IPO adds potential value-unlock, while the strong earnings momentum and double-digit margin expansion should be viewed positively for the stock.