ALFA Finder| Revenue growth | FY26 growth of 23% YoY; Q4 revenue surged 52%. |
|---|---|
| Margins | Distribution margins hit record INR 7,000/ton; sustainable due to procurement efficiencies. |
| Demand visibility | Strong; south India structurally starved of gas; high utilization in Mumbai. |
| Management confidence | High; described FY26 as a 'breakout year' with strong momentum. |
Growth
FY26 Revenue up 23% to INR 8,333cr; EBITDA up 36% to INR 1,599cr; PAT up 41% to INR 1,107cr.
Outlook
Guided $1.2B capex by FY27 and $5B by 2030. Targeting 2M ton gas distribution volume by FY28.
Risks
Supply chain disruptions from Middle East; volatility in global energy prices; regulatory approvals for new port developments.
Last quarter's promises, checked
Delivered
- Guided 25% EBITDA growth → delivered 36% (= BEAT)
- Guided 15-year take-or-pay contract by year-end → delivered 15-year agreement (= BEAT)
- Guided $1.2B capex by FY27 → delivered on track with $1.2B target (= BEAT)
Partly delivered
- Guided KGPL pipeline by June 2026 → delivered on track but pending finalization (= 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.