| 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
- ₹1,365.40
- 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 reports a record quarter with 212% PAT growth, driven by massive LPG distribution margin expansion and volume surges. Management transitions from logistics provider to integrated distributor.
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Aegis reports stellar Q1 FY27 results with 37% YoY revenue growth and 184% EBITDA growth, driven by record performance in Gas and Liquids divisions.