Aegis Logistics Ltd
Aegis Logistics Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #1 of 8 in Gas
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What the Q1 FY27 call signalled
3 of 4 strong
The short version
Distribution volume growth expected to exceed 25%, potentially closer to 50%, aiming to reach 2 million tons in the next 1-2 years. Aegis Logistics aims for a 25%+ CAGR growth in volumes and earnings, targeting consistent EPS growth annually.
From Aegis Logistics Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Distribution volume growth expected to exceed 25%, potentially closer to 50%, aiming to reach 2 million tons in the next 1-2 years.
- Logistics volume growth projected at a worst-case 25% year-on-year, with potential for step-up growth due to enablers like VLGC jetties, pipelines, and multimodal evacuation.
- Sourcing volumes to maintain stable performance with marginal increases.
- Revenue and EBITDA in liquid and LPG segments expected to grow, backed by ongoing capacity expansions and infrastructure development.
- Sustainable distribution margin targeted around INR7,000+ per ton vs. historical INR4,000, driven by volume ramp-ups and operational efficiencies.
2 more points from Aegis Logistics Ltd's call on revenue
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Profitability & Margins
See what Aegis Logistics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Board approved expansion of additional 49,577 cubic meters storage capacity at Kochi port, expected commissioning early next financial year (Page 6).
- Developing LPG rail loading gantry and bottling plant at Mangalore with INR52.5 crores investment (Page 6).
- Secured additional land for further 60,000 cubic meters liquid storage expansion at Mangalore (Page 6).
- Potential INR20,000 crores investment in Vadhavan Port development, subject to approvals, aligning with long-term vision of infrastructure expansion on West Coast (Page 6).
- Construction of CRL 4 liquid terminal at Kandla with 94,148 cubic meters storage, targeted commissioning next year (Page 5).
- Commissioned 48,000 metric ton LPG terminal at Pipavav (June 2025) and ongoing infrastructure improvements including VLGC-compliant liquids jetty and rail gantry (Page 5).
- Developing 64,000 cubic meters additional liquid storage at Mumbai port, commissioning targeted first half of current financial year with INR125 crores investment (Page 6).
2 more points from Aegis Logistics Ltd's call on capex
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Top-ranked in Gas
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
2 more points from Aegis Logistics Ltd's call on order book
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Aegis Logistics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹2.2K Cr, net profit ₹320 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Aegis Logistics's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Gas this season
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- Gujarat Energy Ltd (Q1 FY27)
Revenue from operations grew 63% YoY in Q1 FY27; management confident in maintaining growth amid market volatility. Key concall takeaways from Gujarat Energy's…
- Indraprastha Gas Ltd (Q1 FY27)
Overall sales volume growth of about 6% compared to the same quarter last year. Key concall takeaways from Indraprastha Gas Ltd's Q1 FY27 earnings call — and…
- Petronet LNG (Q1 FY27)
Capex of approximately INR 9,064 crores is budgeted for FY27 and a similar amount for FY28, indicating expansion and growth plans. Key concall takeaways from…
Potential multibaggers · Q2 FY27
Potential multibaggers in Gas
on management's own guidance
- GAIL (India)Moderate growth2
- 1
- Petronet LNGModerate growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Aegis Logistics Ltd Q1 FY27 results?
Distribution volume growth expected to exceed 25%, potentially closer to 50%, aiming to reach 2 million tons in the next 1-2 years. Aegis Logistics aims for a 25%+ CAGR growth in volumes and earnings, targeting consistent EPS growth annually.
What is Aegis Logistics Ltd share price analysis?
Aegis Logistics Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 39.8 with a market cap of ₹49,768 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aegis Logistics Ltd planning capital expenditure?
Board approved expansion of additional 49,577 cubic meters storage capacity at Kochi port, expected commissioning early next financial year (Page 6). - Developing LPG rail loading gantry and bottling plant at Mangalore with INR52.5 crores investment (Page 6). - Secured additional land for further 60,000 cubic meters liquid storage expansion at Mangalore (Page 6). - Potential INR20,000 crores investment in Vadhavan Port development, subject to approvals, aligning with long-term vision of infrastructure expansion on West Coast (Page 6). - Construction of CRL 4 liquid terminal at Kandla with 94,148 cubic meters storage, targeted commissioning next year (Page 5). - Commissioned 48,000 metric ton LPG terminal at Pipavav (June 2025) and ongoing infrastructure improvements including VLGC-compliant liquids jetty and rail gantry (Page 5). - Developing 64,000 cubic meters additional liquid storage at Mumbai port, commissioning targeted first half of current financial year with INR125 crores investment (Page 6). - Expansion at JNPA: ~318,100 cubic meters liquid storage, 77,236 MT LPG capacity, bottling plant with 35,000 MT annual capacity, with INR1,675 crores capex; refrigerated 52,000 MT LPG tank approved (Page 5-6). - Total capex pipeline approx.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.