ALFA Finder| Revenue growth | 37% YoY to ₹2,357Cr |
|---|---|
| Margins | Distribution margins sustainable at ₹7,000+ per ton due to procurement efficiency |
| Demand visibility | Strong across industrial segments; 15-year take-or-pay agreement signed |
| Management confidence | High; cited record quarter and robust demand trajectory |
Growth
Revenue rose 37% YoY to ₹2,357Cr; PAT surged 212% to ₹545Cr. Gas EBITDA up 296% YoY.
Outlook
Cumulative FY27 capex targeted at $1.2B. Long-term pipeline of $5B identified through FY31. Guided 25%+ CAGR.
Risks
Geopolitical tensions in Middle East causing supply chain disruptions and volatility in the LPG industry.
Last quarter's promises, checked
Delivered
- Guided sustainable margins of ₹7,000/ton → delivered ₹7,000+ (= BEAT)
- Guided FY27 commissioning for JNPT liquid phase 1 → delivered on track (= BEAT)
- Guided 25% CAGR growth target → delivered 212% PAT growth (= BEAT)
Partly delivered
- Guided $1.2B cumulative capex by FY27 → delivered on track (= PARTIAL)
Investor Presentation 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.