Aegis Logistics Ltd
Aegis Logistics Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #1 of 10 in Gas
See the sector's top 10 — free with your mobile number.
The short version
Aegis Logistics aims to sustain and potentially exceed its 25% CAGR growth guidance for distribution volumes from 2022 to 2027. Aegis Logistics expects to sustain strong growth momentum over the next few years with focus on volume expansion and operational efficiencies.
From Aegis Logistics Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aegis Logistics aims to sustain and potentially exceed its 25% CAGR growth guidance for distribution volumes from 2022 to 2027.
- Distribution volumes grew 49% in Q2 FY '26 and 31% in H1 FY '26, signaling strong momentum.
- Operationalization of new large cryogenic terminals at Mangalore and capacity increases at Kandla and Pipavav are expected to further boost volumes.
- Ramp-up in LPG terminals and pipeline hookups (e.g., KGPL, JLPL) will support volume growth, especially in the second half of FY '26 and beyond.
- Expansion into ammonia distribution integrated with existing businesses is planned in the coming years.
2 more points from Aegis Logistics Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Aegis Logistics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current and planned CAPEX includes INR 1,675 crores for setting up a 318,000 CBM liquid storage terminal and 77,000 MT cryogenic LPG terminal at JNPA (J2 project), plus a 35,000 MT per annum bottling plant. Completion expected by December 2026, with some benefits from Q1 next year.
- Total capital expenditure outlay targeted at $5 billion by 2030, including projects housed under Aegis Vopak Terminals Ltd (AVTL).
- INR 20,000 crores planned investment in the proposed Vadhavan Port, part of the overall $5 billion capex plan.
- Development of ammonia cryogenic terminals: Pipavav terminal under construction, expected completion in Q1 next financial year; Kandla ammonia terminal planned but pending binding agreement.
2 more points from Aegis Logistics Ltd's call on capex
Create a free account to keep reading this call
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
See what Aegis Logistics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
See what Aegis Logistics Ltd said on order book & pipeline — free account, 30 seconds.
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 Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 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
- Gujarat State Petronet Ltd (Q2 FY26)
Quarterly EBITDA:** ₹486 crore, up 3% year-on-year . Key investor presentation takeaways from Gujarat State Petronet Ltd's Q2 FY26 investor presentation — and h
- Petronet LNG Ltd (Q2 FY26)
Petchem expansion capex around INR5,000 crores for FY '26, with major contracts awarded and work in full steam. Key concall takeaways from Petronet LNG's Q2…
- GAIL (India) Ltd (Q2 FY26)
4,500 crores for FY '26 and a similar level for FY '27, with potential to exceed Rs. Key concall takeaways from GAIL (India) Ltd's Q2 FY26 earnings call — and…
- Indraprastha Gas Ltd (Q2 FY26)
CNG volumes excluding DTC grew about 10% year-on-year, supported by strong demand and vehicle adoption. Key concall takeaways from Indraprastha Gas Ltd's Q2…
Potential multibaggers · Q2 FY27
Potential multibaggers in Gas
on management's own guidance
- IRM EnergyGood growth2
- 1
- GAIL (India)Moderate growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Aegis Logistics Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Aegis Logistics Ltd Q2 FY26 results?
Aegis Logistics aims to sustain and potentially exceed its 25% CAGR growth guidance for distribution volumes from 2022 to 2027. Aegis Logistics expects to sustain strong growth momentum over the next few years with focus on volume expansion and operational efficiencies.
What is Aegis Logistics Ltd share price analysis?
Aegis Logistics Ltd currently shows a neutral. The stock trades at a P/E of 35.5 with a market cap of ₹44,416 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aegis Logistics Ltd planning capital expenditure?
Current and planned CAPEX includes INR 1,675 crores for setting up a 318,000 CBM liquid storage terminal and 77,000 MT cryogenic LPG terminal at JNPA (J2 project), plus a 35,000 MT per annum bottling plant.
Keep Aegis Logistics Ltd on your radar — track it to get its next earnings analysis in your feed.
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.