Aegis Logistics Ltd
AEGISLOG Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #1 of 10 in Gas
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What the Q4 FY26 call signalled
3 of 4 strong
The short version
- By FY30, Aegis Logistics aims to address a supply-demand gap in ammonia of around 3 million tons, contingent on terminals commissioned and locations secured. - LPG terminal throughput volumes reached 5.15 million tons in FY26, up 14%, with distribution volumes surging 45%; volumes expected to grow significantly in coming years. - Gas segment margins of approx. - Aegis Logistics is conservative in guidance, targeting a 25% CAGR growth, which they consider significant despite achieving 32% CAGR over the last 5 years (Page 13).
From Aegis Logistics Ltd's Q4 FY26 earnings-call transcript · updated 16 Jun 2026.
Revenue & Sales Performance
- By FY30, Aegis Logistics aims to address a supply-demand gap in ammonia of around 3 million tons, contingent on terminals commissioned and locations secured.
- LPG terminal throughput volumes reached 5.15 million tons in FY26, up 14%, with distribution volumes surging 45%; volumes expected to grow significantly in coming years.
- Gas segment margins of approx. INR7,000 per ton are expected to sustain through FY26-FY28, supported by rising volumes and procurement efficiencies.
- Gas distribution volumes target 2 million tons by FY28, incorporating both LPG and ammonia distribution.
- Ammonia logistics expected to begin with ~25% utilization growing 30-40% annually; distribution starting at ~200,000 tons with 20-30% yearly 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
- Total capex expected to reach approximately $1.2 billion by March 2027.
- Additional capex of around INR 5,000 crores planned by March 2028.
- Overall $5 billion capex plan projected to complete by December 2030 (FY31).
- Significant capex anticipated in latter half of the 5-year period, especially in 2029-2031.
- Investment in developing world-class liquid and gas handling infrastructure at Vadhavan port (~INR 20,000 crores, subject to approvals).
- Expansion projects at existing terminals including:
- Mumbai: Additional 64,000 kilolitres liquid storage (INR 125 crores), targeting H1 FY27 commissioning.
- JNPT: Expansion of 318,100 cubic meters liquid storage, 77,236 MT LPG capacity, LPG bottling plant (35,000 MT capacity), capex ~INR 1,675 crores; first phase commissioning expected H1 FY27.
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 Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 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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- Energy Infrastructure Trust (Q4 FY26)
Operating expenses have reduced by 4% in FY26 due to lower system use gas (SUG) costs and efficiencies, aiding profitability. Key concall takeaways from Energy…
- Petronet LNG Ltd (Q4 FY26)
Third jetty construction: Around INR 600 crores. Key concall takeaways from Petronet LNG's Q4 FY26 earnings call — and how it ranks against sector peers.
- Mahanagar Gas Ltd (Q4 FY26)
Industrial and commercial (I&C) gas volumes saw curtailment (~20%), but growth potential exists once supply stabilizes. Key concall takeaways from Mahanagar…
Potential multibaggers · Q2 FY27
Potential multibaggers in Gas
on management's own guidance
- IRM EnergyGood growth2
- 1
- GAIL (India)Moderate 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?
- By FY30, Aegis Logistics aims to address a supply-demand gap in ammonia of around 3 million tons, contingent on terminals commissioned and locations secured. - LPG terminal throughput volumes reached 5.15 million tons in FY26, up 14%, with distribution volumes surging 45%; volumes expected to grow significantly in coming years. - Gas segment margins of approx. - Aegis Logistics is conservative in guidance, targeting a 25% CAGR growth, which they consider significant despite achieving 32% CAGR over the last 5 years (Page 13).
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 30.8 with a market cap of ₹23,663. Investors should review the full earnings analysis for detailed insights.
Is Aegis Logistics Ltd planning capital expenditure?
- Total capex expected to reach approximately $1.2 billion by March 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.