Aegis Logistics Ltd
Aegis Logistics Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Aegis Logistics projects sustained growth driven by expanding LPG and liquid storage capacities, including upcoming projects at JNPT, Kandla, Kochi, and Pipavav ports. The company is optimistic about Q4 FY '26 performance and expects continued growth.
From Aegis Logistics Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aegis Logistics projects sustained growth driven by expanding LPG and liquid storage capacities, including upcoming projects at JNPT, Kandla, Kochi, and Pipavav ports.
- LPG volumes handled grew 19% YoY to 3.93 million tons in 9 months FY '26; distribution volumes expanded 35% to 5.2 lakh metric tons.
- The company targets an aggregate capex of USD 1.2 billion (~INR 10,000 crores) by FY '27, with a longer-term plan of USD 5 billion by 2030, supporting growth in volumes and revenues.
- EBITDA margins expected around 25% once assets mature (typically 6 months to 2 years for utilization growth).
- Utilization of new pipelines (e.g., Jamnagar-Loni, Kandla-Gorakhpur LPG pipelines) starting FY '27 will further boost throughput volume.
- Distribution business and industrial demand for LPG expected to sustain strong growth, aided by capacity expansions and shifting fuel preferences.
- No formal projections given, but volumes and revenues are anticipated to grow steadily with asset maturation and market expansion.
Profitability & Margins
See what Aegis Logistics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Aggregate capital expenditure (capex) expected to reach USD 1.2 billion (INR10,000 crores) by FY 2027.
- Long-term capex roadmap targets USD 5 billion by 2030.
- Current ongoing projects include INR1,675 crores at JNPT, INR200 crores at Kandla.
- Additional liquid capacity projects underway at Mangalore, Pipavav, Kochi.
- INR525 crore ammonia terminal project at Pipavav.
- New liquefied capacity of 318,100 CBM and LPG capacity of 77,286 metric tons at JNPT in development.
- LPG bottling plant with 35,000 metric tons capacity under construction.
- New 36,000 metric ton cryogenic gas tank under evaluation.
- Jamnagar-Loni and Kandla-Gorakhpur LPG pipelines near completion, operational by June 2026.
- Ammonia terminal MoU with Larsen & Toubro for green ammonia project at Kandla.
- Capex funded through a balanced mix of internal accruals and prudent debt with a conservative gearing ratio target of 0.6x.
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Ranked on what management guided this quarter
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Fundraising & Capital Structure
See what Aegis Logistics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Aegis Logistics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.7K Cr, net profit ₹233 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Aegis Logistics Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Aegis Logistics Ltd Q3 FY26 results?
Aegis Logistics projects sustained growth driven by expanding LPG and liquid storage capacities, including upcoming projects at JNPT, Kandla, Kochi, and Pipavav ports. The company is optimistic about Q4 FY '26 performance and expects continued growth.
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?
Aggregate capital expenditure (capex) expected to reach USD 1.2 billion (INR10,000 crores) by FY 2027.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.