| Revenue growth | Revenue grew 37% YoY to 2,357 Cr with strong organic volumes. |
|---|---|
| Margins | LPG distribution margins jumped from 4,000 to over 7,000 per ton. |
| Demand visibility | Strong demand across industrial and commercial segments for LPG and Ammonia. |
| Management confidence | Extremely bullish, emphasizing 'record' performance and structural shifts in margins. |
Growth
PAT reached 545 Cr (+212% YoY) and EBITDA 727 Cr (+184% YoY). Growth is high-quality, driven by structural margin expansion in LPG.
Outlook
Targeting 2 million tons distribution volume. 5 billion Cr capex pipeline through FY31 across port network.
Risks
Dependence on volatile global LPG supply chains and geopolitical tensions in the Middle East affecting logistics. High capex cycle execution risk.
Last quarter's promises, checked
Delivered
- Guided INR 7,000/ton LPG margin → delivered INR 7,000+ (= BEAT)
- Targeted 2M tons distribution volume → delivered 91% YoY growth (= BEAT)
- Commission Pipavav Ammonia terminal H1 FY27 → delivered Commissioned (= BEAT)
Partly delivered
- Guided $1.2B aggregate capex by March '27 → delivered Ongoing expansion (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: AEGISLOG. Summary written with AI assistance from the document.
Aegis Logistics Ltd: key numbers
- Share price
- ₹1,365.40
- Market cap
- ₹47,926 Cr
- Revenue (annual)
- ₹8,333 Cr
- Net profit (annual)
- ₹898.1 Cr
- P/E (TTM)
- 38.3×Sector 18.7×
- Promoter holding
- 58.10%+0.00% QoQ
- FII holding
- 19.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Aegis delivered a record Q1FY27 with 37% revenue growth and 212% PAT growth, driven by exceptional Gas division performance and robust Liquid margins.
- Call
- Guides 25% growth
Aegis Logistics Investor Presentation: Key Takeaways
Aegis reports stellar Q1 FY27 results with 37% YoY revenue growth and 184% EBITDA growth, driven by record performance in Gas and Liquids divisions.