ALFA Finder| 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
- ₹1,236.30
- 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.
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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.