ALFA Finder| Revenue growth | 12.4% YoY overall; 31% in liquid terminaling segment. |
|---|---|
| Margins | EBITDA margin stable at 76.7% due to operating leverage. |
| Demand visibility | Strong industrial LPG demand and new 15-year take-or-pay agreements. |
| Management confidence | High; confident in $5B capex plan and 25% volume growth. |
Growth
Revenue grew 12.4% YoY to INR 233.8 Cr; Operating EBITDA rose 15.6% to INR 179.4 Cr.
Outlook
Management aims for at least 25% annual volume growth. Guided $5 billion total capex through 2030-31.
Risks
Geopolitical tensions affecting Middle East LPG shipping routes; potential for lumpy capex spending timing.
Last quarter's promises, checked
Delivered
- Guided Pipavav ammonia terminal in H1 FY27 → Commissioned in Q1 FY27 (= BEAT)
- Guided 30-40% liquid segment growth → Delivered 31% (= DELIVERED)
- Guided USD 1.2B capex by FY27 → On track with INR 10,000 Cr gross block target (= DELIVERED)
Partly delivered
- Guided JNPT Phase 1 operational in Q1 FY27 → Still in commissioning phase (= PARTIAL)
Missed
- Guided 30-40% overall throughput growth → Delivered 12.4% revenue growth (= MISS)
- Guided gas terminaling growth → Delivered 3.5% revenue decline (= MISS)
Earnings Call Transcript filed with BSE, NSE: AEGISVOPAK. Summary written with AI assistance from the document.
Aegis Vopak Terminals Ltd: key numbers
- Share price
- ₹266.19
- Market cap
- ₹29,494 Cr
- Revenue (annual)
- ₹923.1 Cr
- Net profit (annual)
- ₹310.5 Cr
- P/E (TTM)
- 104.3×Sector 32.3×
- Promoter holding
- 86.93%+0.00% QoQ
- FII holding
- 5.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Aegis Vopak Terminals Ltd
All →Aegis Vopak Terminals Investor Presentation: Key Takeaways
AVTL Q2 FY27 EBITDA INR212Cr (+22.4%), margin 78.6%, PAT INR96Cr (down from INR100Cr) on higher finance and tax costs. Parent Aegis H1 PAT INR866Cr (+108%). Tristar acquisition (US$809m) pending.
Aegis Vopak Terminals Q2 FY27 Results: Net Profit ₹96.4 Cr, Down 3.8% YoY
Aegis Vopak Terminals Ltd reported revenue from operations of ₹270.8 Cr (+16.6% YoY) and net profit of ₹96.4 Cr (-3.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹96.4 Cr · -3.8% YoY
Aegis Vopak Terminals Board Meeting Date
Aegis Vopak Terminals Limited scheduled a board meeting for October 26, 2026, to approve its unaudited financial results for the quarter ended September 30, 2026.
Aegis Vopak Terminals Other Announcement
Aegis Vopak Terminals Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026. This filing is a routine disclosure of shareholding data.
Aegis Vopak Terminals Debt & Borrowing: ₹440.2 Cr
Aegis Vopak Terminals will exercise its call option to redeem 44,000 secured NCDs on 9 November 2026. The total redemption, including accrued interest, is ₹440.17 Crore.
- Value
- ₹440.2 Cr
Aegis Vopak Terminals Debt & Borrowing
Aegis Vopak Terminals Limited announced October 23, 2026, as the record date for interest payment on its Non-Convertible Debentures.