Aegis Logistics Ltd
Aegis Logistics Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #1 of 8 in Gas
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Aegis Logistics Ltd Q3 FY26 key numbers
- Revenue
- 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.
As stated in Aegis Logistics Ltd's Q3 FY26 earnings call transcript · published 17 Jul 2026. Reported figures, not investment advice.
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).
2 more points from Aegis Logistics Ltd's call on revenue
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Profitability & Margins
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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.
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
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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.
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What Aegis Logistics's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 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 →
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Potential multibaggers · Q2 FY27
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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 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.