Aegis Logistics Ltd — earnings calls

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.