Aegis Logistics Ltd — earnings calls

Aegis Logistics reported record Q1 FY27 results with profit after tax of INR545 crores, up 212% year-on-year, and normalized EBITDA of INR727 crores, up 184% year-on-year. The Gas division posted its highest ever EBITDA with 296% growth, while the Liquids division recorded its highest ever Q1 EBITDA and a fifth consecutive quarter of growth. Management also detailed expansion plans across multiple ports including JNPA, Kandla, Pipavav, Kochi and Mumbai, along with commissioning of a new ammonia terminal at Pipavav.

Aegis Logistics reported FY26 revenue growth of 23% to Rs 8,333 crores, with normalized EBITDA up 36% to Rs 1,599 crores and profit after tax up 41% to Rs 1,107 crores, crossing Rs 1,000 crores in PAT for the first time. Q4 FY26 revenue grew 52% year-on-year to Rs 2,594 crores with EBITDA up 54% and PAT up 43%, driven by strong LPG distribution volumes and margins. Management discussed ongoing capacity expansions across its ports including Mumbai, JNPT, Haldia, Kandla, Pipavav, Kochi and Mangalore, along with a capex plan of approximately $1.2 billion by FY28 and $5 billion through 2030.