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Earnings Call

Aegis Vopak Terminals Earnings Call: Key Takeaways

Aegis Vopak (AVTL) delivered strong FY26 performance with Revenue up 17% and PAT up 52% YoY, driven by aggressive capacity expansion in LPG and liquid terminals across India's coastline.

Highlights
Revenue growthFY26 +17% YoY; Q4 FY26 +22.2% YoY.
MarginsEBITDA margin improved to 74.37% from 72.84% YoY.
Demand visibilityStrong; 15-year take-or-pay agreements signed with large conglomerates.
Management confidenceStrong confidence in $5B aggregate capex plan by 2030.

Growth

FY26 Revenue reached ₹9,231 Mn (+17%), EBITDA ₹6,865 Mn (+19.4%), and PAT ₹3,419 Mn (+52.1%) with 74.4% EBITDA margins.

Outlook

Targeting $1.2B capex by FY27 and $5B by 2030; constructing India's first independent 36,000-MT Ammonia Terminal.

Risks

Regulatory risks in chemical handling, competitive port dynamics, and high debt-gearing ratio cap of 3.5x EBITDA.

Source

Earnings Call filed with BSE, NSE: AEGISVOPAK. Summary written with AI assistance from the document.

Read the document ↗

Aegis Vopak Terminals Ltd: key numbers

Share price
₹287.50
Market cap
₹31,855 Cr
Revenue (annual)
₹923.1 Cr
Net profit (annual)
₹310.5 Cr
P/E (TTM)
127.3×Sector 29.0×
Promoter holding
86.93%+0.00% QoQ
FII holding
5.35%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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