AEGISVOPAK Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 20 Jun 2026 | Oil | Market Cap: ₹21.9K Cr

- Expecting 30% to 40% year-on-year growth in throughput volume for the current year (FY27). - Revenue from operations grew 17% YoY in FY26, driven by capacity additions and improving product mix.

From Aegis Vopak Terminals Ltd's Q4 FY26 earnings-call transcript · updated 20 Jun 2026.

Price

₹238

Market Cap

₹21.9K Cr

P/E Ratio

107.1

How does Aegis Vopak Terminals Ltd rank in Oil?

Compare Aegis Vopak Terminals Ltd against every Oil company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 2Margin: Rank 3

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Aegis Vopak Terminals Ltd — Quarterly revenue & net profit

Revenue Net Profit

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹197 Cr, net profit ₹62 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 2

→Expecting 30% to 40% year-on-year growth in throughput volume for the current year (FY27).
→Revenue from operations grew 17% YoY to INR 923.1 crores in FY26, with liquid terminaling up 27.8% and gas terminaling up 8.6%.
→Operating EBITDA increased 19.4% and net profit by 52.1% in FY26, reflecting improved operating leverage.
→Expansion projects like the JNPT liquid capacity (318,000 CBM) to be commissioned mostly by H1 FY27, enhancing revenue.
→LPG terminal throughput and efficiency expected to grow with new jetty and multi-modal evacuation pipelines (e.g., Kandla-Gorakhpur, Jamnagar-Loni).
→Diversification into ammonia and other gases expected to contribute to sales growth, with long-term contracts in place.
→Continued investments and capex of approx. USD 1.2 billion by FY27 and USD 5 billion by 2030 supporting growth.

📈 Profitability & Margins

Rank 3

→Revenue from operations grew 17% YoY in FY26, driven by capacity additions and improving product mix.
→Operating EBITDA rose 19.4% to INR686.5 crores in FY26, reflecting improved operating leverage as new capacity was commissioned.
→Net profit increased 52.1% to INR341.9 crores in FY26.
→Q4 FY26 operating EBITDA grew 24.2% YoY; net profit increased 15.3%.
→Throughput growth guidance remains strong at 30%-40% YoY, underpinned by capacity expansions.
→$5 billion capex roadmap through 2030 aims to significantly scale infrastructure and diversify offerings.
→Increased focus on gas terminals expected; future business mix likely to see gas at ~55%-60%.
→New capacities (e.g., JNPT expansion) expected to ramp up fully by FY27.
→Long-term contracts in ammonia and petroleum products provide revenue visibility.
→Financial discipline maintained with target gearing ~0.6x supports sustainable earnings growth.

See what Aegis Vopak Terminals Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

Yes

→Planned capex pipeline of approximately USD 5 billion by 2030, aligned with traditional energy and emerging energy transition value chains.
→Capex expected to increase pace over next few years, with around USD 1.2 billion spent by end of next year (FY27).
→Expansion includes adding liquid storage, LPG capacity, and new terminals across multiple ports (JNPT, Pipavav, Mangalore, Kochi, Kandla, Haldia).
→New projects: Independent ammonia terminal at Pipavav with 15-year take-or-pay agreement; cryogenic LPG terminals commissioned at Mangalore and Pipavav.
→Memorandum of Understanding signed with Larsen & Toubro for ammonia terminal joint development at Kandla.
→Plans for strategic storage, industrial terminals, and expansion into ethane, propylene, and natural gas infrastructure.
→New port project at Vadhvan with potential INR 20,000 crores outlay (subject to approvals).
→Capex execution managed by parent Aegis Logistics for cost efficiency.

💰 Fundraising & Capital Structure

Yes

→The company raised INR 660 crores through Series 1 non-convertible debentures and INR 1,030 crores through Series 2 NCDs in the past year, both NSE listed, diversifying their funding base with long-term capital at competitive rates.
→There is mention of a second phase Qualified Institutional Placement (QIP) planned, indicating future equity dilution to raise funds.
→The $5 billion capex roadmap by 2030 will be funded through a combination of internal accruals, measured use of debt, and equity issuance.
→The company targets a gearing ratio of approximately 0.6x to maintain financial stability while funding growth.
→No explicit new immediate debt or equity fundraising details were disclosed beyond these planned measures.

See what Aegis Vopak Terminals Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

No information

The transcript does not explicitly mention the current or expected order book or pending orders in numerical terms. However, relevant information on growth and future commitments includes: - A planned capex pipeline of approximately USD 5 billion by 2030, reflecting robust investment commitments. - Expansion projects underway, such as the JNPT liquid storage expansion (318,100 CBM) and LPG capacity additions. - Commissioning of the largest cryogenic third-party ammonia terminal expected soon, signaling new business lines. - Long-term contract secured with Hindustan Zinc for one-third capacity of ammonia terminal for 15 years. - Expansion from 7 to 12 ports by 2030, indicating broadening operational footprint. - Ongoing investments in multi-modal evacuation infrastructure to enhance throughput and efficiencies. - No specific outstanding orders disclosed, but a strong growth and capex pipeline indicates significant pending development projects. This reflects a strong and active development order pipeline aligned with their growth strategy.

Key Metrics

2 of 5 growth signals positive in the Q4 FY26 call.

Revenue

Rank 2

Margin

Rank 3

Capex

Yes

Fundraise

Yes

Order Book

No information

How does Aegis Vopak Terminals Ltd rank vs peers in Oil?

Pro feature

1Aegis Vopak Terminals Ltd

Rev 2Mar 3

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What AEGISVOPAK's management said in earlier quarters

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Frequently Asked Questions

What were Aegis Vopak Terminals Ltd Q1 FY27 results?

- Expecting 30% to 40% year-on-year growth in throughput volume for the current year (FY27). - Revenue from operations grew 17% YoY in FY26, driven by capacity additions and improving product mix.

What is Aegis Vopak Terminals Ltd share price analysis?

Aegis Vopak Terminals Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 107.1 with a market cap of ₹21,907. Investors should review the full earnings analysis for detailed insights.

Is Aegis Vopak Terminals Ltd planning capital expenditure?

- Planned capex pipeline of approximately USD 5 billion by 2030, aligned with traditional energy and emerging energy transition value chains.

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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.