ALFA Finder| Revenue growth | Revenue grew 23% YoY to ₹8,333 crore in FY26. |
|---|---|
| Margins | Distribution margins hit ₹7,000/ton; expected to be sustainable via efficiencies. |
| Demand visibility | Strong, specifically in LPG and the new ammonia terminal segment. |
| Management confidence | Extremely high, emphasized by recurring use of adjectives like 'outstanding'. |
Growth
Revenue grew 23% and PAT surged 41% in FY26. Growth was driven by record LPG throughput and surging distribution volumes.
Outlook
Guided ₹5,000 crore total capex by 2030. Targeted 2 million tonnes of gas distribution volume by FY28.
Risks
Middle East geopolitical instability remains a logistical threat to LPG supply chains. Sharp inventory price volatility could impact short-term margins.
Last quarter's promises, checked
Delivered
- Guided 25% EBITDA margin on new assets → delivered 25%+ (= BEAT)
- Guided VLGC berth operational at Kandla in Q3 → delivered operational (= BEAT)
- Guided 8-10% LPG import growth → delivered 8% YTD (= BEAT)
Partly delivered
- Guided KGPL pipeline by March → delivered June target (= PARTIAL)
Earnings Call filed with BSE, NSE: AEGISLOG. Summary written with AI assistance from the document.
Aegis Logistics Ltd: key numbers
- Share price
- ₹1,236.30
- Market cap
- ₹43,394 Cr
- Revenue (annual)
- ₹8,333 Cr
- Net profit (annual)
- ₹898.1 Cr
- P/E (TTM)
- 32.6×Sector 17.5×
- Promoter holding
- 58.10%+0.00% QoQ
- FII holding
- 19.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aegis Logistics Ltd
All →Aegis Logistics Capital Structure Change
Aegis Logistics opened its QIP on November 11, 2026, with a floor price of Rs 1,161.85 per share. The issue size is not disclosed.
Aegis Logistics Price Movement Clarification
Aegis Logistics clarified to BSE that the unusual volume surge is purely market-driven with no undisclosed information. The company confirmed compliance with Reg 30 LODR.
Aegis Logistics Earnings Call Transcript: Key Takeaways
Record H1 profit: PAT ₹866 Cr (+108%) on revenue ₹4,570 Cr (+14%); Q2 revenue fell to ₹2,213 Cr from ₹2,294 Cr, profit growth driven by margins.
Aegis Logistics Q2 FY27 Results: Net Profit ₹320.5 Cr, Up 31.4% YoY
Aegis Logistics Ltd reported revenue from operations of ₹2,213 Cr (-3.5% YoY) and net profit of ₹320.5 Cr (+31.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹320.5 Cr · +31.4% YoY
Aegis Logistics Credit Rating
CARE Ratings updated Aegis Logistics' credit ratings, placing its Long Term Bank Facilities on 'Rating Watch with Developing Implications' and reaffirming Short Term Bank Facilities.
Aegis Logistics Board Meeting Date
Aegis Logistics will hold a board meeting on October 26, 2026, to consider and approve unaudited financial results for the quarter ended September 30, 2026.